Tag : Investment Lifecycle

CAIS Unveils Enhanced Trade Solution to Streamline Investment Experience, Accelerating Advisor Adoption of Alternatives
Fintech Investment Services News

CAIS Unveils Enhanced Trade Solution to Streamline Investment Experience, Accelerating Advisor Adoption of Alternatives

Business Wire
by Business Wire0
Enhanced trade solution to lay foundation for more streamlined investment experience, removing operational barriers CAIS, the leading alternative investment platform for independent financial advisors, unveiled a series of new trade capabilities that will be made available to the over 2,000 wealth management firms that utilize the CAIS alts operating platform.......
Amundi-and-BNY-Mellon-Announce-Strategic-Alliance-to-Power-Investment-Lifecycle
Business Fintech News Risk Management

Amundi and BNY Mellon Announce Strategic Alliance to Power Investment Lifecycle

Fintech News Desk
by Fintech News Desk0
BNY Mellon and Amundi today announced a transatlantic collaboration to further power growth of both companies by integrating world-class complementary capabilities and establishing new integration points between the firms. This alliance immediately translates in the technological integration of BNY Mellon OMNISM, a client- and data-centric securities services platform, and Amundi’s......
Robertson Stephens and StratiFi Technologies Announce New Partnership
Fintech Radar Investment Services News Risk Management Trading

StratiFi & AdvisorPeak Partner to Help Advisors Easily Manage Entire Investment Lifecycle

Fintech News Desk
by Fintech News Desk0
StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding StratiFi’s institutional-quality risk analysis technology within AdvisorPeak’s leading-edge trading and rebalancing platform to optimize advisors’ time and user experience. Read More: Usio Announces Record Full Year 2019 Transaction......
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