Tag : Investment Strategies

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The Role of Risk Profiling in Fraud Prevention and Anti-Money Laundering (AML) Compliance

Fintech Staff Writer
by Fintech Staff Writer0
In the context of financial management and regulatory compliance, risk profiling plays a pivotal role in shaping decisions—whether for individual investors or institutional stakeholders. When a financial advisor or an individual neglects to properly assess risk exposure, the consequences can be severe: from declining asset values and reduced returns to......
Intapp Announces Plan to Acquire TermSheet
Artificial Intelligence Fintech News

Intapp Announces Plan to Acquire TermSheet

GlobeNewswire
by GlobeNewswire0
Acquisition will create an advanced operating system with Applied AI to help improve returns for real assets investors, advisors, and operators Intapp, a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announced that it has signed an agreement to acquire TermSheet, a provider......
Alpha FMC Releases 2025 Asset & Wealth Management and Alternatives Outlooks: AI, Private Markets, and Regulatory Shifts Take Center Stage
Artificial Intelligence Fintech News

Alpha FMC Releases 2025 Asset & Wealth Management and Alternatives Outlooks: AI, Private Markets, and Regulatory Shifts Take Center Stage

GlobeNewswire
by GlobeNewswire0
A critical turning point for both industries, with innovation, AI integration, and operational efficiency identified as key success drivers in a competitive landscape. Despite challenges like rising interest rates and tightening regulations in 2024, Alpha FMC’s outlooks predict a year of transformation for both industries, where firms focused on adaptability......
Margarita Finance Launches World First in AI Investment Management
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Margarita Finance Launches World First in AI Investment Management

PR Newswire
by PR Newswire0
Bringing institutional-grade investment strategies on-chain, Margarita Finance’s AI-powered agent autonomously trades derivatives with full transparency. This world-first innovation enhances efficiency and lowers the barrier to entry for sophisticated trading in decentralized finance. Margarita Finance, a blockchain-based platform reimagining structured investment products by bringing them natively on-chain, has announced the world’s first-ever AI-powered......
Vidrio Financial and Prime Quadrant Announce Expanded Partnership for Greater Alternative Portfolio Intelligence
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Vidrio Financial and Prime Quadrant Announce Expanded Partnership for Greater Alternative Portfolio Intelligence

PR Newswire
by PR Newswire0
Vidrio Financial (“Vidrio”), a provider of integrated software solutions and managed data services for global allocators in alternatives, today announced an expansion to their relationship with Prime Quadrant, a premier global advisory and consulting firm for Ultra High Net Worth (UHNW) families. The current Prime Quadrant relationship includes supporting portfolio management, investment......
Tradable Brings $1.7 Billion in Tokenized Alternative Assets to ZKsync, Secures Strategic Investment from ParaFi Capital
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Tradable Brings $1.7 Billion in Tokenized Alternative Assets to ZKsync, Secures Strategic Investment from ParaFi Capital

Business Wire
by Business Wire0
Tradable enables efficient asset tokenization to bring institutional-grade investments on-chain Tradable, a pioneering technology company focused on making institutional-quality investments accessible to a broader range of participants, has achieved a significant milestone by tokenizing $1.7 billion of assets across nearly 30 institutional-grade private credit positions. Tradable is now the third-largest......
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......
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Future of Robo-Advisors: How Automation is Changing the Trading Landscape

Rishika Patel
by Rishika Patel0
The rise of robo-advisors is redefining the financial services sector, particularly in investment and wealth management. These automated platforms harness cutting-edge algorithms and customer data to provide personalized investment options and portfolio recommendations tailored to individual strategies. With minimal human intervention, robo-advisors have emerged as a transformative force, making financial......
Red-Matter-Capital-Launches-OpenAI-for-Finance,-a-Specially-Designed-AI-Model-for-Financial-Professionals
Artificial Intelligence Finance Fintech News

Red Matter Capital Launches OpenAI for Finance, a Specially Designed AI Model for Financial Professionals

PR Newswire
by PR Newswire0
Red Matter Capital (RMC), a leading technology innovator specializing in artificial intelligence solutions, is excited to announce the launch of its cutting-edge AI tailored for financial advisors, investors, and asset managers. OpenAI Finance is designed to revolutionize financial decision-making, by providing real-time insights, personalized investment strategies, and enhanced operational efficiency.......
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Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
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