Tag : portfolio management

Markel Insurance appoints James Shankland as Head of Ocean Cargo, U.S.
Finance InsurTech News

Markel Insurance appoints James Shankland as Head of Ocean Cargo, U.S.

PR Newswire
Markel, the insurance operations within Markel Group Inc., announced the appointment of James Shankland as Head of Ocean Cargo, U.S. In this role, Shankland will lead the growth of Markel’s U.S. cargo portfolio. He will be responsible for underwriting strategy, portfolio management and broker engagement. He’ll work closely with actuarial,......
From Punk Rock to Portfolios: Bob Chitrathorn Featured in Forbes Finance Council
Finance News

From Punk Rock to Portfolios: Bob Chitrathorn Featured in Forbes Finance Council

EIN Presswire
Bob Chitrathorn shares how punk rock principles shape smarter wealth planning in his latest Forbes Finance Council feature. Wealth Planning by Bob Chitrathorn Featured in Forbes Finance Council for Thought Leadership on Building Wealth Through a Countercultural Lens Wealth Planning by Bob Chitrathorn announced that its founder, Bob Chitrathorn, has......
AdvanceIQ.ai Launches Risk & Portfolio Intelligence Platform for SMB Lending
Finance Investments News

AdvanceIQ.ai Launches Risk & Portfolio Intelligence Platform for SMB Lending

GlobeNewswire
AdvanceIQ.ai, a leading provider of risk and portfolio intelligence for the SMB lending and private credit market, announced the launch of the AIQ Platform, a unified intelligence platform supporting SMB lenders and private credit investors—including merchant cash advance (MCA) and revenue-based finance (RBF) originators and investors. Designed to support underwriting,......
Broadridge Strengthens Platform for Alternative Investment Managers with New General Ledger Capabilities and a Redesigned User Interface
Investments News

Broadridge Strengthens Platform for Alternative Investment Managers with New General Ledger Capabilities and a Redesigned User Interface

PR Newswire
Global fintech leader Broadridge Financial Solutions, Inc. announced significant enhancements to its multi-asset portfolio and trade order management platform, introducing fully integrated general ledger capabilities and a redesigned user interface (UI). These upgrades mark an important step forward in Broadridge’s strategy to deliver a unified, front-to-back investment management solution that increases operational efficiency, elevates......
Quant Insight Secures Series A Investment from 7RIDGE's Ecosystem Impact Fund to Accelerate Global Expansion of its Macro Factor Risk Models and Analytics Platform to Asset Managers.
Finance Fintech Investments News

Quant Insight Secures Series A Investment from 7RIDGE’s Ecosystem Impact Fund to Accelerate Global Expansion of its Macro Factor Risk Models and Analytics Platform to Asset Managers.

PR Newswire
Quant Insight, the breakthrough macro factor analytics company serving institutional investors globally, announced completion of its Series A funding round led by 7RIDGE. The investment will accelerate Quant Insight’s global expansion, enhance its unique macro factor risk models, and strengthen its position as the leading provider of macro intelligence for......
Euclid Cyber Partners with cysmo to Optimize Cyber Risk Assessment and Portfolio Management
News Risk Management Security

Euclid Cyber Partners with cysmo to Optimize Cyber Risk Assessment and Portfolio Management

Cision PRWeb
Euclid Cyber announces strategic partnership with cysmo® a market leading provider of real-time cyber risk ratings. Euclid Cyber , an owner-operated Managing General Agent (MGA) specializing in comprehensive excess cyber insurance for large risks, is excited to announce its strategic partnership with cysmo, the latest global real time external scanning solution providing......
Nitrogen, Advyzon Partner for Integrated Portfolio Analytics, Portfolio Management & CRM
Analytics Fintech News

Nitrogen, Advyzon Partner for Integrated Portfolio Analytics, Portfolio Management & CRM

Business Wire
Leading WealthTech Firms Unite to Deliver Integrated Platform for Boutique RIAs Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, and Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced an expanded integration and sales......
Tempo Appoints Jenny Decker as Chief Financial Officer
B2B Fintech News

Tempo Appoints Jenny Decker as Chief Financial Officer

Business Wire
Seasoned SaaS executive brings over 15+ years of experience to help fuel Tempo’s next phase of growth Tempo, the leading provider of modern strategic portfolio management solutions, announced the appointment of Jenny Decker as the company’s new Chief Financial Officer (CFO). In this role, Decker will lead the company’s global......
Boosted.ai Partners With Liontrust to Enhance AI-Driven Investment Research
Artificial Intelligence Investment Services News

Boosted.ai Partners With Liontrust to Enhance AI-Driven Investment Research

Business Wire
Boosted.ai, the leader in agentic AI for institutional investment, has partnered with the Global Equities team at Liontrust, the specialist active investment manager, to integrate advanced artificial intelligence (AI) into its portfolio management and research workflows. “We are leveraging Boosted.ai to develop proprietary AI agents, significantly enhancing our research efficiency......
Midwestern Securities and YCharts Forge Strategic Partnership to Boost Advisor Efficiency and Client Engagement
Investment Services News Security

Midwestern Securities and YCharts Forge Strategic Partnership to Boost Advisor Efficiency and Client Engagement

Business Wire
YCharts, a leading investment research and client engagement platform, is thrilled to announce a strategic enterprise partnership with Midwestern Securities, a trusted partner to community banks and financial institutions. This collaboration provides Midwestern Securities’ advisors with full access to YCharts’ robust suite of tools and integrations, streamlining operations, enhancing client......
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