Tag : portfolio management

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
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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),......
SEI Acquires LifeYield
Finance Fintech News

SEI Acquires LifeYield

PR Newswire
by PR Newswire0
New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax Capabilities SEI announced the acquisition of LifeYield, a Boston-based, tax-smart technology provider. Through this acquisition, SEI will be the first in the industry to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution,......
Apex Fintech Solutions and Advyzon Expand Strategic Partnership With Advyzon Investment Management (AIM)
Fintech Investment Services News

Apex Fintech Solutions and Advyzon Expand Strategic Partnership With Advyzon Investment Management (AIM)

Business Wire
by Business Wire0
• Designed to provide an advisor-centric solution that reduces administrative tasks Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, and Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, are thrilled to announce the expansion of their strategic partnership focused......
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Decoding Blockchain and Smart Contracts in Wealth Management

Fintech Staff Writer
by Fintech Staff Writer0
The integration of blockchain technology and smart contracts is reshaping the wealth management landscape. By leveraging blockchain, global businesses are enhancing transparency, improving efficiency, and reducing costs. Smart contracts, with their ability to automate and enforce agreements without intermediaries, offer additional benefits in streamlining operations and boosting client trust. The......
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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......
Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios
Fintech Investment Services News

Osyte Raises $4 Million to Drive AI-Powered Investment Automation and Optimization for Multi-Asset Portfolios

PR Newswire
by PR Newswire0
Funding led by Moneta Ventures, and includes participation from Fintech investors SixThirty Ventures, Altari Ventures, Tacoma Venture Fund, and Sigmas Group Family Office. Osyte (pronounced O-Sight), developers of an AI-powered multi-asset portfolio management technology, announced the closing of its $4 million seed round. This additional capital will enable Osyte to expand......
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