Tag : investment professionals

Addepar Introduces Cutting-Edge Solutions for Managing Alternatives
Fintech Investment Services News

Addepar Introduces Cutting-Edge Solutions for Managing Alternatives

PR Newswire
by PR Newswire0
New Platform Capabilities Improve Efficiency, Accuracy, and Insights for Portfolios with Alternative Investments Addepar, a leading global technology and data platform for investment professionals, announced the launch of Alts Data Management, Private Fund Benchmarks, and cash flow forecasts in Navigator. These capabilities are purpose built to enhance data-driven decision-making and......
Charli AI Redefines Investment Strategy with Pi Quadrant Index
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Charli AI Redefines Investment Strategy with Pi Quadrant Index

GlobeNewswire
by GlobeNewswire0
Charli AI Presents the Pi Quadrant Index—Empowering Investment Professionals with AI-Driven Analysis Charli AI, a leading provider of AI-powered financial solutions, has introduced the Pi Quadrant Index, a disruptive capability designed to empower investment professionals by optimizing investment strategies through advanced data aggregation and multidimensional analysis. The Pi Quadrant Index......
Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go
Fintech Investment Services News

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

PR Newswire
by PR Newswire0
Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client......
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
Investment Services News Trading

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

PR Newswire
by PR Newswire0
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades Addepar, a leading global technology and data platform for investment professionals, announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients. In today’s evolving market, these tools empower......
Swedish Tech Startup DealPotential Secures $1M Seed Funding for Global Growth and Industry Innovation
Investment Services News

Swedish Tech Startup DealPotential Secures $1M Seed Funding for Global Growth and Industry Innovation

EIN Presswire
by EIN Presswire0
DealPotential secures $1M to boost its Investment Intelligence Platform, aiming to reshape decision-making in the investment sector. DealPotential, a Swedish tech startup specializing in the investment industry, has successfully closed a $1 million Seed funding round. This achievement represents a significant step forward in the company’s mission to empower investment professionals......
Altoo Harnesses the World of Knowledge Around Wealth Management and Introduces Altoo Insights
Fintech News

Altoo Harnesses the World of Knowledge Around Wealth Management and Introduces Altoo Insights

PR Newswire
by PR Newswire0
Altoo AG, a Swiss-based fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth through the cutting-edge Altoo Wealth Platform, announces the introduction of Altoo Insights. The news and features channel on the company’s website aims to bring clients and the broader public closer......
S3 Partners Announces Partnership with Boosted.ai
Artificial Intelligence News

S3 Partners Announces Partnership with Boosted.ai

Fintech News Desk
by Fintech News Desk0
Data from S3 BLACK App and S3 Blackwire OMS now natively available through Boosted Insights S3 Partners, a leading financial data marketplace and workflow platform, announced a new strategic partnership with Boosted.ai, a leading distributed machine learning platform for global investment professionals. The new partnership expands the distribution network of......
Prometheus Alternatives Launches New Access Funds Program
Investment Services News

Prometheus Alternatives Launches New Access Funds Program

Fintech News Desk
by Fintech News Desk0
Next Generation Solutions for Accredited Investors, Wealth Advisors, Asset Managers Prometheus Alternative Investments, Inc., a Los Angeles, California-based social marketplace platform providing institutional-quality information, insights, and alternative investment opportunities to high-net-worth (HNW) investors, wealth advisors, and asset managers, announced the successful launch of its Access Funds program. “We’re proud to......
Bitwise Launches First Full-Length TV Ad, Highlighting Importance of a Trusted Guide in Crypto
Cryptocurrency News

Bitwise Launches First Full-Length TV Ad, Highlighting Importance of a Trusted Guide in Crypto

Fintech News Desk
by Fintech News Desk0
Bitwise Asset Management, the world’s leader in crypto index funds, announced the launch of the firm’s first full-length TV ad campaign, “Crypto Doesn’t Have to Be Overwhelming,” designed to raise awareness of Bitwise’s role as a trusted guide in crypto. “But what we love most is that it captures Bitwise’s......
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