Tag : Investment Management

Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech News Risk Management

Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance

Fintech News Desk
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the availability of a series of Schwab Model Portfolios to advisors on the Riskalyze platform. Read More: Introducing Varo Advance: Instant Cash Access up to $100 “Years of research and expertise went into the......
Cloud-based Hedge Funds Report Gains in Efficiency and Data Security but Struggle with Data Unification
Fintech Fintech Funding Investment Services News

Cloud-based Hedge Funds Report Gains in Efficiency and Data Security but Struggle with Data Unification

Fintech News Desk
New Enfusion research finds hedge funds experience steady headcount, enhanced data security and boost in overall efficiency after migrating to the cloud Enfusion, a leading global provider of investment management technology solutions and services, released a report that reveals hedge fund managers are growing more comfortable with moving data to......
xQuant Named to 2020 IDC FinTech 100 Rankings
Fintech Investment Services News Risk Management

xQuant Named to 2020 IDC FinTech 100 Rankings

Fintech News Desk
xQuant, a leading multiple-asset trade processing, portfolio management and risk analytics system and services provider for capital markets and investment management communities in China, announced that it has ranked No. 94 on the 2020 IDC FinTech 100 Rankings, one of the most comprehensive rankings in the financial services industry.  It is the first......
Morgan Stanley to Acquire Eaton Vance
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Morgan Stanley to Acquire Eaton Vance

Fintech News Desk
Creates a Leading Asset Manager Positioned for Growth Advances Morgan Stanley’s Strategic Transformation Morgan Stanley (NYSE: MS) and Eaton Vance Corp. (NYSE: EV) have entered into a definitive agreement under which Morgan Stanley will acquire Eaton Vance, a leading provider of advanced investment strategies and wealth management solutions with over......
Vise Expands Leadership Team And Advisory Board With Industry Leaders
Artificial Intelligence Fintech Investment Services News

Vise Expands Leadership Team And Advisory Board With Industry Leaders

Fintech News Desk
Vise, the AI-powered investment management platform built for the modern financial advisor, has seen rapid growth and adoption since its launch in November, 2019. As a result, the company has appointed three new senior executives to its leadership team, strengthening its foundation for continued growth and allowing the business to......
LayerOne Financial Named "Best Post-trade Technology" By HFM Global
Fintech Investment Services News

LayerOne Financial Named “Best Post-trade Technology” By HFM Global

Fintech News Desk
LayerOne Financial L.P., an independent, global provider of agile financial technology for the institutional investment management community, announced it was named “Best Post-trade Technology” at the 2020 HFM European Technology Awards. Read More: KyckGlobal and Cambridge Global Payments Partner to Improve Cross-Border Payments for U.S.-Based Firms The annual HFM European Technology......
Financial Technology Industry Titans Nellie Levchin and Sim Tshabalala Join Motive Partners' Global Advisory Council
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Financial Technology Industry Titans Nellie Levchin and Sim Tshabalala Join Motive Partners’ Global Advisory Council

Fintech News Desk
Nellie Levchin & Sim Tshabalala join Motive Partners’ Global Advisory Council to further deepen the firm’s industry expertise, network and origination capabilities Motive Partners, a specialist private equity firm focused on software and information services companies that serve the financial services industry, announces its formal partnership with Nellie Levchin and Sim Tshabalala as new......
Bardin Hill Elevates Operations with SS&C Technologies
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Bardin Hill Elevates Operations with SS&C Technologies

Fintech News Desk
Credit manager selects Eze OMS for trading, upgrades Geneva® for portfolio accounting SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Bardin Hill Investment Partners, a credit-focused investment management firm with more than $8.5 billion in assets under management, has chosen Eze OMS to manage its fixed income strategies. The firm also implemented the......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Fintech Funding Investment Services News

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
Custom software development company TopDevz releases a new project management and approval system for a Fortune 500 finance corporation
Fintech Investment Services News Risk Management

Custom software development company TopDevz releases a new project management and approval system for a Fortune 500 finance corporation

Fintech News Desk
TopDevz, one of America’s fastest-growing software consultants, has announced the successful delivery by their web development team of a new custom multi-user and multicurrency workflow and risk management system for a leading global investment management firm. Read More: Konica Minolta Business Solutions Asia Accelerates Digital Transformation With Valtatech Partnership The Client A......
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