Tag : investment technology

Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering
Fintech Investment Services News

Jacobi Inc Partnering With Principal Asset Management to Digitize and Scale Fintech-Enabled Model Portfolio Offering

Fintech News Desk
by Fintech News Desk0159
Principal Asset Management has partnered with Jacobi Inc., a global investment technology provider, to scale its fintech-enabled model portfolio offering powered by multi-asset risk analytics and market leading client engagement technology. With a strong focus on digital transformation, Principal® is empowering advisors with analytics and tools enabling them to ultimately......
Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution
Investment Services News

Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution

Fintech News Desk
by Fintech News Desk0198
Solution will utilize Exos’ genetic algorithm based portfolio optimizer to better identify and execute trade opportunities for loan managers on Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a partnership with Exos Financial, a next-gen platform for B2B institutional finance,......
Allvue Systems Announces Strategic Partnership with Coefficient Markets
Investment Services News

Allvue Systems Announces Strategic Partnership with Coefficient Markets

Fintech News Desk
by Fintech News Desk0190
Partnership will provide delivery of real time market data, liquidity, and execution to private debt and CLO managers integrated directly into Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a strategic alliance with Coefficient Markets to provide liquid credit......
Allvue Systems Selected to Support LGL Group’s Fund Administration Business
Investment Services News

Allvue Systems Selected to Support LGL Group’s Fund Administration Business

Fintech News Desk
by Fintech News Desk0245
Partnership will help LGL establish and grow its new business line from the ground up Allvue Systems, a leading alternative investment technology solutions provider, announced that LGL Group has selected the firm to provide its Fund Accounting and Investor Portal solutions to support its growing fund administration business. LGL Group......
This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire
Investments News

This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire

Fintech News Desk
by Fintech News Desk0265
In March of 2020 as the Covid-19 pandemic swept through New York City, Pascal Cevaer-Corey, Pave Finance’s co-founder and CEO, was becoming increasingly concerned about wealth inequality. “Pave’s investment technology used to be reserved for the ultra-wealthy,” said Pascal Cevaer-Corey, CEO of @Pavefinance. “That’s why when we say have your money......
InvestX,
Investments News

Alternative Investment Exchange (AIX) Partners with InvestX

Fintech News Desk
by Fintech News Desk0648
Partnership reflects a commitment to innovative alliances that help push access to alternative investments to more broker-dealers  Alternative Investment Exchange (AIX), an alternative investment technology firm that makes it easier for wealth managers and fund sponsors to do business in alternatives, announced it has partnered with InvestX, a fund sponsor and marketplace that empowers......
Allvue Systems Selected by GOT YOUR BACK to Provide Comprehensive Fund Accounting Software
Investments News

Allvue Systems Selected by GOT YOUR BACK to Provide Comprehensive Fund Accounting Software

Fintech News Desk
by Fintech News Desk0374
Partnership will help the Swedish fund administrator provide holistic solutions and support for its alternative investment management clients Allvue Systems, a leading alternative investment technology solutions provider,  announced an agreement with GOT YOUR BACK to provide fund accounting software for its alternatives fund management clients. GOT YOUR BACK is a......
Paul Wasinger Appointed Chief Financial Officer of Allvue Systems
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Paul Wasinger Appointed Chief Financial Officer of Allvue Systems

Fintech News Desk
by Fintech News Desk0753
Allvue Systems , a leading alternative investment technology solutions provider, today announced the appointment of Paul Wasinger as Chief Financial Officer. Wasinger will oversee all areas of corporate finance to help grow the firm from a revenue and market share perspective, and report directly to Chief Executive Officer Mark Heimbouch.......
James Black Joins Allvue as Chief Operating Officer
B2B Banking News

James Black Joins Allvue as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0421
Former CTO of Fidelity Information Systems’ Merchant Division Adds 30 Years of Senior Technology Leadership to Allvue’s Executive Team Allvue Systems (“Allvue”), a leading alternative investment technology solutions provider, today announced the appointment of James Black as Chief Operating Officer. Black will oversee all business operations including customer support, client......
AllocateRite Announces Hiring of New Director of Sales
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AllocateRite Announces Hiring of New Director of Sales

Fintech News Desk
by Fintech News Desk0311
Alan Rubenfeld, Veteran Sales Leader, will Further Strengthen AllocateRite’s Data Science-Powered Risk Analytics and Investment Technology Platform AllocateRite, the New York FinTech and data science company which provides wealth managers and consumers groundbreaking data science-powered risk analytics and investment technology, is excited to announce veteran sales leader Alan Rubenfeld has joined AllocateRite......
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