Tag : Investment Management

Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business
Finance News

Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business

Business Wire
by Business Wire0
ONYX members will receive a discount on Elements subscriptions Elements, a modern financial assessment software that helps advisors demonstrate their value faster,  announced a new partnership with the ONYX Advisor Network, a comprehensive entrepreneurial support platform for financial advisors. This collaboration aims to make it easier for ONYX advisors to grow......
Akoya Partners With Axway to Help Financial Institutions Tap Into the Power of Open APIs
Finance Fintech News

Akoya Partners With Axway to Help Financial Institutions Tap Into the Power of Open APIs

Business Wire
by Business Wire0
The API-driven solution enables greater control and faster connectivity of embedded finance and customer data portability. “Akoya is excited to work with Axway to streamline the integration between financial institutions and fintech applications” Akoya is proud to announce its partnership with Axway to transform the way customer information is shared......
tru Independence Launches truView, Part of Its New EAS Platform
Fintech Investment Services News

tru Independence Launches truView, Part of Its New EAS Platform

Fintech News Desk
by Fintech News Desk0
In a crowded advisory platform landscape, tru understands that advisors crave a partner who cares for them as passionately as they care for and protect their own clients tru Independence, a $9 billion national independent advisory community, announces the launch of truView, which will power a new Experience As a......
WBI and CyborgTech Introduce "Portfolios On Demand": A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors
Fintech Investment Services News

WBI and CyborgTech Introduce “Portfolios On Demand”: A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors

Business Wire
by Business Wire0
A New Era in Financial Advisory Begins, Streamlining and Personalizing Portfolio Construction WBI, a foremost provider of investment management solutions, and its software affiliate CyborgTech, a vanguard in advanced financial technology, proudly unveil “Portfolios On Demand”, an innovative SaaS model portfolio workstation. This game-changing offering is poised to revolutionize the......
New Citizens Private Client World Elite Mastercard Brings Innovative Design Elements
Digital Payments News

New Citizens Private Client World Elite Mastercard Brings Innovative Design Elements

Business Wire
by Business Wire0
Citizens is introducing the Citizens Private Client World Elite Mastercard, the first launch with its exclusive payments partner, Mastercard, and the first card product in the U.S. to include Mastercard’s Touch Card feature. “The launch of the new Citizens Private Client Mastercard is an exciting milestone in our expanded partnership with......
Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence
Investment Services News

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence

PR Newswire
by PR Newswire0
Growing RIA firm adds $460 million in assets under management Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced it has partnered with Planned Futures, LLC. Planned Futures, based in Williamsport, Pennsylvania, will expand Merit’s......
Nassau Financial Group Becomes Signatory to United Nations-supported Principles for Responsible Investment
Investment Services News

Nassau Financial Group Becomes Signatory to United Nations-supported Principles for Responsible Investment

Business Wire
by Business Wire0
Nassau Financial Group, L.P. announced that it has become a signatory of the United Nations-supported Principles for Responsible Investment. The PRI is an international organization that works to promote the incorporation of environmental, social, and corporate governance factors (“ESG”) into investment decision-making. “These Principles provide us with a practical framework......
Ultimus Assists in Launch of Nomura’s Inaugural Credit Interval Fund
Investment Services News

Ultimus Assists in Launch of Nomura’s Inaugural Credit Interval Fund

GlobeNewswire
by GlobeNewswire0
Ultimus selected to partner with Nomura Private Capital in launch of global firm’s first interval fund, Nomura Alternative Income Fund Ultimus Fund Solutions, a leading independent provider of full-service technology-enhanced fund administration, accounting, and investor solutions, announced its collaboration with Nomura Private Capital in the launch of the firm’s first interval......
BNY Mellon Investment Management Launches the BNY Mellon Women's Opportunities ETF and BNY Mellon Innovators ETF
Investment Services News

BNY Mellon Investment Management Launches the BNY Mellon Women’s Opportunities ETF and BNY Mellon Innovators ETF

PR Newswire
by PR Newswire0
The Two Actively Managed Thematic ETFs are Sub-Advised by Newton Investment Management BNY Mellon Investment Management, one of the world’s largest asset managers with $1.9 trillion in assets under management, announced the launch of BNY Mellon Women’s Opportunities ETF and BNY Mellon Innovators ETF. Listed on Nasdaq, both ETFs are sub-advised......
SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
Finance Investment Services News

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

PR Newswire
by PR Newswire0
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
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