Tag : investment professionals

Addepar Introduces ADX, Enabling Data Activation and AI at Scale
Finance Investments News

Addepar Introduces ADX, Enabling Data Activation and AI at Scale

PR Newswire
by PR Newswire0
ADX extends Addepar’s unified data foundation—activating investment data across systems, workflows and AI to drive operational leverage Addepar, a global data and AI platform for investment professionals, announced the launch of Addepar Data Exchange (ADX), a managed data environment within the Addepar platform that enables firms to unify, govern and......
Addepar Appoints Peter O'Brien as Chief Revenue Officer and Janeen France as the Company's first Chief Client Officer
Finance Investments News

Addepar Appoints Peter O’Brien as Chief Revenue Officer and Janeen France as the Company’s first Chief Client Officer

PR Newswire
by PR Newswire0
New executive leadership strengthens client focus and furthers Addepar’s global growth investment Addepar, the global technology and data platform for investment professionals, announced the appointments of two long-tenured internal leaders. Peter O’Brien is appointed Chief Revenue Officer and Janeen France is appointed the company’s first Chief Client Officer, further advancing......
Bipsync Launches Toro, an AI Research Assistant That Puts Institutional Knowledge at Investors’ Fingertips
Artificial Intelligence Investment Services News

Bipsync Launches Toro, an AI Research Assistant That Puts Institutional Knowledge at Investors’ Fingertips

GlobeNewswire
by GlobeNewswire0
New AI tool within the Bipsync AI suite empowers investment teams to instantly query, summarize, and surface insights from their research Bipsync, a research management software (RMS) built for investment teams, announced the launch of Toro, a new AI-powered research assistant that enables investors to instantly query and extract insights......
PingPong launches InvestXB In Luxembourg, Bringing Next- Generation Infrastructure To Alternative Investments
Fintech Investment Services News

PingPong launches InvestXB In Luxembourg, Bringing Next- Generation Infrastructure To Alternative Investments

PR Newswire
by PR Newswire0
PingPong, a pioneer of cross-border embedded payment solutions with an established presence in Luxembourg since 2017, launches InvestXB, a next-generation infrastructure solution for alternative investment managers, administrators and corporate solutions providers in Luxembourg. InvestXB delivers fast and compliant financial solutions designed for investment professionals launching and operating investment vehicles in Luxembourg, with the capability......
YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
Fintech Investment Services News

YCharts Expands Relationship with LPL Financial Through ClientWorks Integration

Business Wire
by Business Wire0
YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL’s advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for......
Boosted.ai Names Christian Antaloczy As Chief Product Officer to Expand Its Lead in the Investment Generative AI Space
Artificial Intelligence Fintech Investment Services News

Boosted.ai Names Christian Antaloczy As Chief Product Officer to Expand Its Lead in the Investment Generative AI Space

Business Wire
by Business Wire0
Boosted.ai, developers of the leading agentic AI for investment professionals – Boosted.ai Alfa™ – announced it has appointed Christian Antaloczy as Chief Product Officer (CPO). “As Boosted.ai continues to help institutions adopt AI at scale, the contributions Christian will bring to expanding our AI agents’ abilities will be critical to......
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......
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