Tag : portfolio management

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
by PR Newswire0
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
by Cision PRWeb0
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
by Business Wire0
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
by Business Wire0
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
by Business Wire0
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
by Business Wire0
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......
Bloomberg's Integrated Buy-Side Solutions Selected by LGT Wealth Management to Help Streamline Workflows and Power Future Growth
Fintech News

Bloomberg’s Integrated Buy-Side Solutions Selected by LGT Wealth Management to Help Streamline Workflows and Power Future Growth

PR Newswire
by PR Newswire0
Bloomberg announced that LGT Wealth Management, one of the leading wealth managers in the UK, has adopted Bloomberg’s integrated buy-side solutions to create a seamless workflow for the entire front-to-middle-office trade lifecycle. Bloomberg will support LGT Wealth Management’s current Funds business and the acquired Abrdn Capital funds. Will Habberfield, COO......
OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors
Fintech News Technology

OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors

Business Wire
by Business Wire0
OneVest, a cutting-edge financial technology company, has announced a new partnership with Envestnet, a leader in transforming the delivery of financial advice through its ecosystem of connected technology, advanced insights and solutions. This collaboration will integrate OneVest’s configurable technology solutions within Envestnet’s powerful portfolio management platform, providing enterprises in Canada......
Tradeweb and Coremont Collaborate to Advance Fixed Income Execution Workflows​
Fintech News Trading

Tradeweb and Coremont Collaborate to Advance Fixed Income Execution Workflows​

Business Wire
by Business Wire0
Tradeweb Markets, a leading, global operator of electronic marketplaces for rates, credit, equities and money markets,  announced a strategic collaboration with Coremont, a premier provider of cloud-based portfolio management software and multi-asset class analytics. Tradeweb and Coremont have joined forces with plans to integrate Tradeweb’s global fixed income execution workflows......
Cainam Ventures Unveils Revolutionary AI-Powered Trading Technology
Artificial Intelligence Commerce Compliance management Digital Payments Finance Fintech Fintech Primers Investments Markets News Payment gateways Property Recommended Stock Market Technology Trading

Cainam Ventures Unveils Revolutionary AI-Powered Trading Technology

PR Newswire
by PR Newswire0
Leading the Future of Digital Asset Management with Cutting-Edge AI Innovation Cainam Ventures, a financial technology startup, is launching a groundbreaking platform that redefines autonomous digital asset trading. Guided by its mission to pioneer the onramp to agentic financial portfolio construction for digital capital investors, Cainam leverages artificial intelligence (AI),......
1