Tag : mutual funds

Cync Software Launches Advanced Securities-Based Lending Solution for Financial Institutions
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Cync Software Launches Advanced Securities-Based Lending Solution for Financial Institutions

Cision PRWeb
by Cision PRWeb0
Cync Securities-Based Lending enables financial institutions to swiftly lend against a diverse range of domestically and internationally traded marketable securities, including stocks, funds, and bonds. With actionable insights and advanced risk mitigation tools, financial institutions can confidently navigate market volatility while optimizing portfolio management and loan operations through a fully......
Orion Introduces Innovative Enhancements to Destinations Funds Trust to Improve Efficiency
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Orion Introduces Innovative Enhancements to Destinations Funds Trust to Improve Efficiency

Business Wire
by Business Wire0
New services aim to assist in fund operations and reduce transaction costs Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced a series of enhancements to its Brinker Capital Destinations Trust, incorporating advanced tools designed to improve efficiency, reduce transaction......
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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......
Firstrade Enhances Real-Time Market Data Services for Investors with Strategic Nasdaq Enterprise License Upgrade
News Trading

Firstrade Enhances Real-Time Market Data Services for Investors with Strategic Nasdaq Enterprise License Upgrade

PR Newswire
by PR Newswire0
This license is set to help Firstrade’s continuing evolution and commitment to providing high-qiuality services to its ever-growing list of clients. Firstrade Securities , a leading online brokerage firm nearing its 40th anniversary, announced it is further enhancing its ability to deliver expansive and accurate real-time market data through an......
CI Global Asset Management Funds Recognized for Consistent, Outstanding Investment Performance
Finance Fintech News

CI Global Asset Management Funds Recognized for Consistent, Outstanding Investment Performance

Business Wire
by Business Wire0
The winning CI GAM funds include eight mutual funds, six exchange-traded funds and 21 segregated funds. CI Global Asset Management (“CI GAM”) announces it has received 35 FundGrade A+® Awards for 2023. The winning CI GAM funds include eight mutual funds, six exchange-traded funds and 21 segregated funds. The FundGrade......
FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform
Fintech News

FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform

PR Newswire
by PR Newswire0
Avery, the Regulatory Co-Pilot, Is Designed to Offer 24/7 Personalized Regulatory and Enforcement Action Insights to Minimize Risk Of Non-Compliance, All While Saving Time And Money For SEC, FINRA and State-Board Regulated Firms Surge Ventures, a FinTech Venture Studio, proudly announces the launch of its inaugural venture, RegVerse which focuses on......
Legendary Financial Services Veteran Neil Greene Launches JABOY Capital Markets
Capital Markets Investment Services News

Legendary Financial Services Veteran Neil Greene Launches JABOY Capital Markets

PR Newswire
by PR Newswire0
JABOY Capital Markets To Bring New Level of Deal Flow and VIP Services To Family Offices, RIAs, BDs and HNWI In the Trusted JABOY Productions Network JABOY Capital Markets is pleased to announce its official launch of a traditional and alternative investments platform to service the family office, RIA and high-net-worth clients within the......
B2B Investments News

Zoe Financial Announces Its New Innovative Wealth Platform

Fintech News Desk
by Fintech News Desk0
Zoe Financial is the platform where affluent clients find, hire, and grow their wealth with trusted financial advisors. Today, the company announced the public launch of the Zoe Wealth Platform. This innovative and powerful tool allows clients to open investment accounts instantly while working with a financial advisor. In addition, the platform......
DALBAR Crowns Investment Companies with Superior Service Centers
Investment Services News

DALBAR Crowns Investment Companies with Superior Service Centers

Fintech News Desk
by Fintech News Desk0
The year 2022 was a challenging one for mutual funds that put extraordinary stress on the industry. Six firms tracked by DALBAR stood out in this tumultuous year, rising to support investors when the need was greatest. Their contact centers were available and responsive to shareholders. These winners were: DWS......
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