Tag : asset management

J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios
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J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios

Fintech News Desk
Solution combines J.P. Morgan’s diversified model portfolios with 55ip’s automated tax technology J.P. Morgan Asset Management and 55ip are pleased to announce a new partnership providing advisors with the ability to easily and efficiently transition clients into J.P. Morgan model portfolios using 55ip’s automated tax technology. The new co-branded solution also will......
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Citi Awarded Mandate to Provide ETF Services for FinEx ETFs

Fintech News Desk
Citi has been awarded the mandate to provide ETF services for the full fund range of FinEx ETF, Russia’s first and leading exchange-traded fund issuer. Under the agreement, Citi will service FinEx’s 13 ETFs representing $600 million in assets. Citi will provide a full range of services across custody, fund......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
Fintech Investment Services News

SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform

Fintech News Desk
Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group  SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management platform (TAMP), continues to expand its roster of available investment strategies with the addition of industry stalwarts......
J.P. Morgan Asset Management Partners with SAP to Enhance Morgan Money Liquidity Platform
Fintech News Risk Management

J.P. Morgan Asset Management Partners with SAP to Enhance Morgan Money Liquidity Platform

Fintech News Desk
J.P. Morgan Asset Management announced a new partnership with SAP Software Solution Partner Program. Leveraging SAP’s Cloud Platform, the firm’s liquidity management platform, Morgan Money, is now available to SAP customers through SAP Treasury Management, a solution within the SAP Intelligent Enterprise offering customers real-time cash visibility and allowing them to improve......
Stacked Closes Seed Round with Alameda Ventures, CoinFund, and others
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Stacked Closes Seed Round with Alameda Ventures, CoinFund, and others

Fintech News Desk
Co-Founder and CEO of Stacked, Joel Birch, announced today that the company has closed a $1 Million seed financing round after early success of their beta product launch in January. Read More: OTC Markets Group Introduces Blue Sky Data Product Along with their pre-seed investors at Mediatech LTD, which is increasing its investment after the......
Pagaya Hires Five Finance Industry Veterans, Further Driving Firm’s Transformation of Asset Management
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Pagaya Hires Five Finance Industry Veterans, Further Driving Firm’s Transformation of Asset Management

Fintech News Desk
Pagaya, a global, data-driven asset manager, today announced the hire of five finance industry veterans. Jeff Andrews and Paul Limanni joined Pagaya as Head of Originations and Head of Structured Products, respectively. Brandon McCue joined as Senior Managing Director of Client Advisory, Rob Brady as Senior Managing Director of Institutional......
JPMorgan Chase Collaborates With Reonomy To Deliver Data And Insights To Power The Commercial Real Estate Industry
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J.P. Morgan Asset Management Launches New Core Menu Evaluator

Fintech News Desk
One of the first tools dedicated to analysis and selection of core menu investments for defined contribution plans  J.P. Morgan Asset Management announced the launch of the Core Menu EvaluatorSM, enabling financial professionals to analyze, compare and select defined contribution core menu investments quickly, thoroughly and objectively. The importance of......
Orenda Partners With SIX to Deliver Leading ESG Data to Financial Markets
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Orenda Partners With SIX to Deliver Leading ESG Data to Financial Markets

Fintech News Desk
Orenda Software Solutions is partnering with SIX group to deliver leading ESG data to financial markets Orenda announced that it has signed a redistribution agreement with SIX to deliver its innovative Environmental, Social and Governance (ESG) data as of to financial markets. Read More: GlobalFintechSeries Interview with Clara Shih, CEO......
Nationwide Partners with SS&C to Transform Advisor-Sold Retirement Plan Business
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Nationwide Partners with SS&C to Transform Advisor-Sold Retirement Plan Business

Fintech News Desk
Nationwide will move recordkeeping functions to enhance overall efficiency, agility and scale by leveraging SS&C’s best-in-class retirement technology and servicing platform SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Nationwide, a leading insurance and financial services company, has partnered with SS&C to support and enhance its advisor-sold retirement plan platform. The......
Asset Management One Selects Virtu’s Triton EMS for Execution Management
Fintech News Trading

Asset Management One Selects Virtu’s Triton EMS for Execution Management

Fintech News Desk
Virtu Financial, a leading provider of global, multi-asset, financial services and products across the complete investment cycle, announced that Asset Management One, one of the largest Asset Managers in Asia, has successfully deployed Virtu’s Triton Valor execution management system (EMS) and Trading Analytics solutions. Read More: How Should Fintechs Choose......
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