Tag : Investment Management

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
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Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
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Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors

Fintech News Desk
by Fintech News Desk0
New offering leverages technology to help advisors deliver efficient 401(k) plan investment-management solutions across diverse client needs Vestwell, the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era, today announced a partnership with Envestnet, Inc. (NYSE: ENV). Read More: BHMI’s Concourse Financial Software Suite “Future Proofs” Payment Processing......
Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
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Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry

Fintech News Desk
by Fintech News Desk0
Key hire cements company commitment to supporting growth of education savings programs across the country Pursuing an enormous opportunity to guide investors to achieve better outcomes, Orion Advisor Solutions, an established service provider in the 529 industry, signals its redoubled expansion into this space by welcoming Rob Percival, a veteran Ascensus College......
Central-Bank-of-Sri-Lanka-selects-SimCorp-for-front-to-back-reserve-management
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Central Bank Of Sri Lanka Selects SimCorp For Front-To-Back Reserve Management

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces that the Central Bank of Sri Lanka (CBSL), has signed an agreement with SimCorp Asia Pacific. The CBSL will implement SimCorp’s flagship front-to-back investment platform, SimCorp Dimension, to manage the investment......
Archer Named Best Outsourcing Provider WatersTechnology 2020 Buy-Side Technology Awards
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Archer Named Best Outsourcing Provider WatersTechnology 2020 Buy-Side Technology Awards

Fintech News Desk
by Fintech News Desk0
WatersTechnology today announced that Archer®, the tech-enabled outsourcing services provider to the asset management industry, has been named Best Outsourcing Provider to the Buy Side in the 2020 WatersTechnology Buy-Side Technology Awards. Read More : qReveal Launches Affordable QR Code Menu and Price List Solution The award recognizes the firm that provides valuable, cost......
Ripple's Brad Garlinghouse Joins Wave Financial's Online Conference To Keynote
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Ripple’s Brad Garlinghouse Joins Wave Financial’s Online Conference To Keynote

Fintech News Desk
by Fintech News Desk0
Wave Financial Group is pleased to announce the final line up of speakers for their Digital Asset Perspective Series III. The focus for this conference will be on the risks and generating yield and income from digital assets, a part of the emerging industry that is rapidly gaining traction as both individuals......
Visigon and Calypso join forces to deliver modern Treasury solution to EKF
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Visigon and Calypso join forces to deliver modern Treasury solution to EKF

Fintech News Desk
by Fintech News Desk0
Calypso Technology Inc., a leading provider of cloud-enabled capital markets and investment management software, together with Visigon, a Nordics consultancy firm with deep Capital Markets experience, announced that EKF, Denmark’s Export Credit Agency, selected the Calypso Treasury Solution via an extensive EU public tender process to provide a complete straight-through-processing......
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
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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
by Fintech News Desk0
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
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Cloud-based Hedge Funds Report Gains in Efficiency and Data Security but Struggle with Data Unification

Fintech News Desk
by Fintech News Desk0
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
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xQuant Named to 2020 IDC FinTech 100 Rankings

Fintech News Desk
by Fintech News Desk0
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......
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