Tag : portfolio management

Artificial Intelligence Finance Fintech Interviews Lending

Global Fintech Interview with Dan O’Malley, CEO at Numerated

Paroma Sen
by Paroma Sen0
Dan O’Malley, CEO at Numerated chats about the benefits of AI-powered commercial lending workflows in this fintech interview: __________ Hi Dan, tell us about your time in fintech and more about Numerated’s latest enhancements? I’ve been in fintech for two decades, watching it evolve from niche solutions and clunky experiences......
Finanta Partners With IBC Bank to Revolutionize Commercial Lending Through Digital Transformation
Banking Fintech News

Finanta Partners With IBC Bank to Revolutionize Commercial Lending Through Digital Transformation

Business Wire
by Business Wire0
IBC Bank, one of the leading financial institutions in the US, is delighted to announce a strategic partnership with Finanta, a pioneer in financial technology solutions, aimed at revolutionizing its commercial loan originations, collateral management, portfolio management, and all lines of business in commercial lending operations. This collaboration marks a......
Quantlytica Unveils AI-Powered Liquidity Distribution Protocol to Democratize DeFi
DeFi News

Quantlytica Unveils AI-Powered Liquidity Distribution Protocol to Democratize DeFi

GlobeNewswire
by GlobeNewswire0
In the rapidly evolving world of decentralized finance (DeFi), the anticipated mass adoption driven by ETFs has yet to take hold, largely due to the complexities and risks associated with the space. Addressing these challenges, Quantlytica, an AI-powered liquidity distribution protocol, is emerging as a game-changer, breaking down barriers and......
Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
Finance Fintech News

Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale

PR Newswire
by PR Newswire0
Billing identified as key to wealth management firm growth Partnership to boost offerings that deploy best-in-class wealth technology Vestmark, Inc., a leading provider of wealth management software and services, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management......
MSCI Transforms Risk Analytics for the Future With New GenAI-Powered Tool and Modelling Technology
Analytics Investment Services News

MSCI Transforms Risk Analytics for the Future With New GenAI-Powered Tool and Modelling Technology

Business Wire
by Business Wire0
MSCI AI Portfolio Insights and Macro Finance Analyzer will help investors identify, manage, and analyze data-driven portfolio risks MSCI, a leading provider of mission-critical decision support tools and services for the global investment community, launched MSCI AI Portfolio Insights. Combining generative artificial intelligence (“GenAI”) with MSCI’s award-winning analytics tools and......
FusionIQ Announces Integration with Interactive Brokers Canada
Fintech News

FusionIQ Announces Integration with Interactive Brokers Canada

PR Newswire
by PR Newswire0
Innovations for financial advisors, including FusionIQ’s FIQ Journey product, now available to industry leaders in Canada FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, announced its integration with automated global electronic broker Interactive Brokers, in Canada. This is a major......
Advyzon and RightCapital Announce Updates to Data-Sharing Integration
Investment Services News

Advyzon and RightCapital Announce Updates to Data-Sharing Integration

PR Newswire
by PR Newswire0
Fintech leaders also provide details on new Probability of Success widget Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently announced updated integration capabilities with RightCapital, a financial planning software that simplifies the complexity of financial planning for advisors and their clients.......
Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
by Business Wire0
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
MarketAxess Joins Investortools’ Dealer Network Expanding Electronic Muni Trading
News Trading

MarketAxess Joins Investortools’ Dealer Network Expanding Electronic Muni Trading

Business Wire
by Business Wire0
MarketAxess Holdings Inc, the operator of a leading electronic trading platform for fixed-income securities,  announced that it will expand its municipal bond integration with the Investortools’ platform and display its offerings within the Investortools Dealer Network (IDN). This partnership represents the next phase of integration within the FIX connectivity and......
ApeX Pro Drives Industry-First Partnership With AstraBit to Bring Decentralization to Automated Trading
News Trading

ApeX Pro Drives Industry-First Partnership With AstraBit to Bring Decentralization to Automated Trading

GlobeNewswire
by GlobeNewswire0
Non-custodial and permissionless decentralized exchange (DEX) ApeX Pro has partnered with AstraBit, a leading provider of automated trading and portfolio management software, to merge the worlds of decentralization and automated trading on a single, one-stop platform. The industry-first partnership will see the fresh integration of a DEX with a full-service suite......
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