Tag : alternative investments

LPL Financial Launches Comprehensive Alternative Investment Platform
Fintech Investment Services News

LPL Financial Launches Comprehensive Alternative Investment Platform

GlobeNewswire
by GlobeNewswire0
Bespoke solution offers a centralized hub to meet the evolving needs of investors LPL Financial LLC, a leader in the wealth management industry, announces the launch of LPL Alts Connect, a full-service platform designed to streamline the way financial advisors and their clients access and manage alternative investments. LPL Alts......
CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms
Fintech Investment Services News

CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms

Business Wire
by Business Wire0
CAIS to provide turnkey alternative investment operating system to enable a unified experience of public and private investments on third-party platforms CAIS, the leading alternative investment platform for independent financial advisors, announced the launch of an enterprise solution designed to integrate alternative investments within Turnkey Asset Management Platforms (TAMPs) and......
Addepar Introduces Cutting-Edge Solutions for Managing Alternatives
Fintech Investment Services News

Addepar Introduces Cutting-Edge Solutions for Managing Alternatives

PR Newswire
by PR Newswire0
New Platform Capabilities Improve Efficiency, Accuracy, and Insights for Portfolios with Alternative Investments Addepar, a leading global technology and data platform for investment professionals, announced the launch of Alts Data Management, Private Fund Benchmarks, and cash flow forecasts in Navigator. These capabilities are purpose built to enhance data-driven decision-making and......
Apex Fintech Solutions Unveils Apex Alts: Revolutionizing Access to Alternative Investments
Finance Fintech Investments News

Apex Fintech Solutions Unveils Apex Alts: Revolutionizing Access to Alternative Investments

Business Wire
by Business Wire0
Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, is excited to announce the upcoming launch of Apex Alts, a groundbreaking solution designed to democratize access to alternative investments for customers of broker dealers, advisory firms, and other wealth management companies. Apex Alts will provide eligible......
Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios
Fintech Investment Services News

Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios

PR Newswire
by PR Newswire0
Funding led by Moneta Ventures, and includes participation from Fintech investors SixThirty Ventures, Altari Ventures, Tacoma Venture Fund, and Sigmas Group Family Office. Osyte (pronounced O-Sight), developers of an AI-powered multi-asset portfolio management technology, announced the closing of its $4 million seed round. This additional capital will enable Osyte to expand......
Bipsync and Preqin partner to elevate research and diligence processes for alternative investments
Finance Fintech News Robotic Process Automation

Bipsync and Preqin partner to elevate research and diligence processes for alternative investments

GlobeNewswire
by GlobeNewswire0
Clients can now optimize research and diligence for alternative investments by harnessing Bipsync and Preqin in concert Bipsync, a leading provider of research and workflow automation software, today announced its data integration partnership with Preqin, the global leader in alternative assets data, tools, and insights. The Bipsync platform includes access to......
Anduin Launches Investor Data Management to Supercharge LP Workflows for Alternative Investments
Finance Fintech Investments News

Anduin Launches Investor Data Management to Supercharge LP Workflows for Alternative Investments

Business Wire
by Business Wire0
Smarter data connectivity helps private funds bridge the gap between CRM and onboarding to energize raises and automate investor workflows Today, Anduin launched Investor Data Management (IDM), a platform that enables fund managers to supercharge their investor workflows through the better management and operationalization of their data — all from......
Clearwater Analytics Study Reveals 55% of Institutional Investors Set to Boost Their Alternative Investments
Finance Fintech Investments News

Clearwater Analytics Study Reveals 55% of Institutional Investors Set to Boost Their Alternative Investments

PR Newswire
by PR Newswire0
New Research Uncovers Key Trends, Opportunities and Challenges for Institutional Investors in Alternative Investments Clearwater Analytics, a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the release of its 2024 State of Alternatives study. The report, encompassing over 230 executive participants from sectors including insurance, wealth......
SoFi and Templum Partner for Expanded Access to Alternative Assets
Investment Services News

SoFi and Templum Partner for Expanded Access to Alternative Assets

Business Wire
by Business Wire0
Templum is Working with SoFi to Grant Everyday Investors Access to Alternative Investment Opportunities Historically Reserved for the Ultra Wealthy Templum, the operating system for private markets and alternative assets is pleased to announce that the company is working with SoFi, the all-in-one digital personal finance company, to expand everyday investor access......
iCapital®-and-Bain-Capital-Credit-Partner-to-Expand-Wealth-Managers’-Access-to-Alternative-Investments
Finance Fintech News

iCapital and Bain Capital Credit Partner to Expand Wealth Managers’ Access to Alternative Investments

Fintech News Desk
by Fintech News Desk0
Through this partnership, advisors gain increased operational efficiency by accessing select Bain Capital Credit products via the customized Bain Capital-branded platform powered by iCapital and on iCapital Marketplace. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced a partnership with Bain Capital......
1