Tag : portfolio construction

MyVest Partners with InvestSuite to Add Custom Model Building to SPS
Fintech Investment Services News

MyVest Partners with InvestSuite to Add Custom Model Building to SPS

Business Wire
by Business Wire0
New integration enables advisors to deliver more personalized, tax-efficient portfolios with custom-built firm models MyVest, a leading provider of enterprise wealth management technology, has partnered with InvestSuite, a global B2B InvestTech company, to offer custom model portfolio construction and management at scale. The integration gives either home offices or advisors......
Clearwater Analytics Completes Acquisition of Beacon, Deepening Risk and Modeling Capabilities
Finance Fintech News Risk Management

Clearwater Analytics Completes Acquisition of Beacon, Deepening Risk and Modeling Capabilities

Business Wire
by Business Wire0
Unified Platform to Deliver Full Investment Management Lifecycle—From Trading and Compliance to IBOR, Accounting, and Regulatory Reporting Across Jurisdictions Clearwater Analytics, the most comprehensive technology platform for investment management, today announced it has completed its acquisition of Beacon Platform Inc. (Beacon), a provider of enterprise risk analytics and developer infrastructure.......
iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
by Fintech News Desk0
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
Charles River Associates Expands Its Financial Markets Practice
Finance News

Charles River Associates Expands Its Financial Markets Practice

Fintech News Desk
by Fintech News Desk0
Charles River Associates, a worldwide leader in providing economic, financial and management consulting services, announced that Ozgur B. Kan has joined CRA’s Financial Markets Practice as a vice president in the Company’s New York office. “As a recognized expert who has provided written and oral testimony and expert advice in numerous......
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