Tag : Investment Management

Boosted.ai Announces Partnership with SS&C to Add AI Insights to Institutional Investors' Portfolios
Artificial Intelligence News

Boosted.ai Announces Partnership with SS&C to Add AI Insights to Institutional Investors’ Portfolios

Business Wire
by Business Wire0
Boosted Insights available immediately through Eze Eclipse and Eze OMS Boosted.ai, a leading artificial intelligence platform for investment professionals, announced a new strategic partnership with SS&C Technologies, an industry-leading investment management technology provider. This partnership will give SS&C clients using Eze Eclipse and Eze OMS direct access to Boosted Insights,......
SimCorp Unites with FlexTrade to Add New EMS Ecosystem Partner
Investment Services News

SimCorp Unites with FlexTrade to Add New EMS Ecosystem Partner

Business Wire
by Business Wire0
SimCorp clients can now seamlessly deploy FlexTrade’s multi-asset Execution Management System (EMS) solution FlexTRADER alongside the investment management platform SimCorp Dimension SimCorp, an independent provider of investment management solutions, has partnered with FlexTrade Systems, a global leader in high-performance multi-asset trade execution management systems (EMS), to extend SimCorp’s Order Management System......
AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
Wells Fargo Introduces LifeSync®, A Digital Platform to Help Clients More Easily Plan and Track Their Money
Fintech Investment Services News

Wells Fargo Introduces LifeSync, A Digital Platform to Help Clients More Easily Plan and Track Their Money

Business Wire
by Business Wire0
Wells Fargo & Company announces the launch of LifeSync, a personalized digital approach to aligning clients’ goals with their money. LifeSync, in the Wells Fargo Mobile app, will be available at the end of March to Wealth & Investment Management (WIM) clients. Latest Fintech Insights : Finastra And Integro Technologies......
AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack
Finance Investment Services News

AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack

Fintech News Desk
by Fintech News Desk0
Innovative financial tech stack designed to allow advisors to scale efficiencies and increase growth Zephyr, a subsidiary of Informa plc and a recognized leader in investment management technology for wealth managers and advisors, is now available within AdvizorStack’s innovative Financial Advisor Tech Stack. AdvizorStack is a connected dashboard that streamlines operations......
SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers
Finance News

SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers

Fintech News Desk
by Fintech News Desk0
A collaboration between William Blair and InvestCloud, SYSTM draws on advisory expertise bringing its premier technology and service offering to the wealth management industry SYSTM Wealth Solutions, a comprehensive cloud-based wealth ecosystem built for the financial industry by the industry, announced its platform is live for financial advisors and asset......
After Record Year, Sterling Mortgage Income Fund -- Canadian Trust Plans Special Distribution for Unitholders
Fintech Funding Mortgage News

After Record Year, Sterling Mortgage Income Fund — Canadian Trust Plans Special Distribution for Unitholders

Fintech News Desk
by Fintech News Desk0
Unitholders in the Fund will soon get a special dividend in addition to their 7% annual preferred earnings after another strong performance in 2022 After a record year of strong returns, unitholders in Sterling Mortgage Income Fund – Canadian Trust, who Sterling Financial Group Inc. is the Investment Manager of,......
Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners
Fintech News

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners

Fintech News Desk
by Fintech News Desk0
New Jersey-based RIA Company’s Association With National Firm Will Increase Services & Product Offerings Through A True Team Approach Third Tier Wealth Management, offering financial planning & investment management, announced that they have entered into an agreement to work with Buckingham Strategic Partners (BSP), a national financial services firm with their......
Grove Point Financial Brings on Forward Financial
Investment Services News

Grove Point Financial Brings on Forward Financial

Fintech News Desk
by Fintech News Desk0
Baltimore firm joins Grove Point to benefit from open-architecture platform, greater investment options and enhanced marketing tools Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Forward Financial, a Baltimore-based firm managing $34 million in assets. “As an experienced financial professional, Aaron is committed to......
DigitalBridge Completes Acquisition of AMP Capital’s Global Infrastructure Equity Investment Management Business
Investment Services News

DigitalBridge Completes Acquisition of AMP Capital’s Global Infrastructure Equity Investment Management Business

Fintech News Desk
by Fintech News Desk0
Enables DigitalBridge to Capitalize on Mid-Market Opportunities DigitalBridge Group, Inc. announced that its operating company, DigitalBridge Operating Company, LLC, through certain of its subsidiaries has completed its transaction to acquire AMP Capital’s global infrastructure equity investment management business, which has been rebranded as InfraBridge in a transaction valued at $316......
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