Tag : Head of Client Solutions

55ip Expands Investment Platform With T. Rowe Price Custom Models
Fintech Investments News

55ip Expands Investment Platform With T. Rowe Price Custom Models

Business Wire
by Business Wire0
Advisors gain expanded access to T. Rowe Price investment solutions combined with 55ip’s ActiveTax Technology℠ to enhance after-tax outcomes at scale 55ip, a tax-smart investment technology platform and a fully-owned subsidiary of J.P. Morgan, announced an expansion of its investment platform through a new collaboration with T. Rowe Price, a......
FusionIQ and Novum Investment Management Partner to Democratize Listed Options Trading for Everyday Investors
Finance Investments News

FusionIQ and Novum Investment Management Partner to Democratize Listed Options Trading for Everyday Investors

PR Newswire
by PR Newswire0
Partnership is Latest Step in FusionIQ’s Mission to Deliver End-to-End Digital Wealth Management Offering FusionIQ, the leader in digital wealth management, announced a strategic partnership with Novum Investment Management to integrate Doris, Novum’s proprietary derivatives solution, into the FusionIQ platform. This partnership is the latest step in FusionIQ’s mission to democratize......
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