Tag : investor portal

Akemona Launches CapMark™ AI Agent as Part of Its AI Investment Banker Platform
Fintech Investments News

Akemona Launches CapMark™ AI Agent as Part of Its AI Investment Banker Platform

PR Newswire
by PR Newswire0
Akemona announced the launch of CapMark™ AI Agent, an AI-powered product that helps investment banks, asset managers, broker-dealers, and businesses create and organize digital asset offerings for raising funds and issuing tokenized products such as fractionalized stocks, tokenized funds, and options. CapMark AI Agent is available as part of Akemona’s AI Investment......
SEI Launches Enhancements to Advisor Technology Suite
Digital Finance News Technology

SEI Launches Enhancements to Advisor Technology Suite

PR Newswire
by PR Newswire0
Investor Portal Powers Personalized, Connected Experience for Advisors and their Clients SEI announced the launch of enhanced technology capabilities in its Investor Portal, a white-labeled solution within SEI Connect that enables advisors to provide clients a full picture of their financial lives. According to Cerulli Associates’ “State of Wealth Management......
Altana Wealth Selects Edgefolio to Grow AUM and Deliver an Excellent Investor Experience.
Investment Services News

Altana Wealth Selects Edgefolio to Grow AUM and Deliver an Excellent Investor Experience.

PR Newswire
by PR Newswire0
The firm will leverage FundPortal to scale marketing and drive investment across its innovative and niche strategies Edgefolio Group announced that Altana Wealth, a London and Monaco-located fund management company, is live on FundPortal, Edgefolio’s all-in-one fund marketing and investor relations platform for fund managers. Altana will now benefit from a gated investor portal,......
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