Tag : portfolio management

PayBito’s Portfolio Management Solutions to be Deployed in Dubai-based Brokerage Firm
Cryptocurrency Digital Asset Management News

PayBito’s Portfolio Management Solutions to be Deployed in Dubai-based Brokerage Firm

Fintech News Desk
by Fintech News Desk0
PayBito to provide its portfolio management system software to a Dubai-based Brokerage Firm. Management delights in the continued success of the product Leading digital asset exchange PayBito confirms its alliance with a Dubai-based brokerage firm lending its portfolio management expertise. PayBito is to furnish the brokerage firm with its digital asset portfolio management......
Fisher Investments Launches Private Client Group in Ireland
Investments News

Fisher Investments Launches Private Client Group in Ireland

Fintech News Desk
by Fintech News Desk0
Firm continues rapid growth and expands to serve Irish individual investors Fisher Investments Ireland Limited—the Ireland-based subsidiary of Fisher Investments and part of the Fisher Investments group of companies, which includes Fisher Investments Norden will begin offering investment management services to high net worth investors and families in Ireland. The announcement follows the firm’s......
Horizon Technology Finance Management Announces Executive Promotions and New Hires
Fintech Investments News Risk Management

Horizon Technology Finance Management Announces Executive Promotions and New Hires

Fintech News Desk
by Fintech News Desk0
Horizon Technology Finance Management LLC, a registered investment advisor that underwrites and manages secured loans made to companies in the technology, life science, healthcare information and services, and sustainability industries, and the manager and advisor for Horizon Technology Finance Corporation, announced several promotions and new hires across the organization. “A......
Foundations Investment Advisors Equips its Financial Advisors with Riskalyze
Finance News Risk Management

Foundations Investment Advisors Equips its Financial Advisors with Riskalyze

Fintech News Desk
by Fintech News Desk0
A rapidly growing firm with over $2.3B in AUM, Foundations chooses Riskalyze for its state-of-the-art client engagement tools Riskalyze and Foundations Investment Advisors (Foundations) announced an enterprise agreement to deliver more than 180 financial advisors around the nation access to Riskalyze’s industry-leading risk alignment and portfolio analytics platform. With an expanding network......
Alto Announces CryptoIRA Surpasses 100 Coins and Tokens
Digital Finance News

Eaglebrook Partners with AltoIRA, Enabling Seamless Investment in Bitcoin from Retirement Accounts for Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
As Demand for Bitcoin Exposure Accelerates, RIAs can Now Allocate Client Assets in Any Type of Individual Retirement Account Through Eaglebrook Advisors’ SMA Platform Eaglebrook Advisors (Eaglebrook) has partnered with Alto Solutions, Inc. (AltoIRA) to give independent financial advisors the ability to seamlessly invest in bitcoin and other digital assets......
Adriatic Bank Announces Launch of Investment Banking Division
Banking Investment Services News

Adriatic Bank Announces Launch of Investment Banking Division

Fintech News Desk
by Fintech News Desk0
Following the license granted by the Montenegro Security Exchange Commission to provide investment services and perform investing activities, Adriatic Bank has announced the anticipated opening of its investment banking division. Among the services offered in the new division: investment consulting, transferring of funds to a varied range of investment venues, executing trading......
BharatPe
B2B Fintech News Risk Management

BharatPe appoints Amit Jain as Chief Risk Officer

Fintech News Desk
by Fintech News Desk0
BharatPe, India’s leading financial services company for merchants, announced another key addition to its leadership team with the appointment of Amit Jain as its Chief Risk Officer. Amit, a seasoned professional in credit risk and portfolio management, will work closely with Ashneer Grover, BharatPe’s Co-Founder and CEO, and Suhail Sameer,......
Jack Henry Enhances Gladiator Virtual Information Security Officer Service
Digital Payments Finance News

Jack Henry Launches Web-based Accounts Receivable Factoring Tool for Near-Real-Time Servicing Anytime, Anywhere

Fintech News Desk
by Fintech News Desk0
FactorSoft Web Portal provides digital lending experience with improved access and self-service options Jack Henry & Associates, Inc. is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Today, from the International Factoring Association’s 27th Annual Factoring Conference, Jack Henry Lending introduced the FactorSoft Web Portal,......
The National Bank of Texas Partners with Teslar Software To Grow Lending Portfolio
Banking News

The National Bank of Texas Partners with Teslar Software To Grow Lending Portfolio

Sudipto Ghosh
by Sudipto Ghosh0
Teslar Software announced that The National Bank of Texas selected its platform to enhance operations and increase transparency within their lending portfolio. Teslar is a leading provider of portfolio management tools that aggregate and automate lending and deposit operations for community financial institutions. Teslar completely removes the need to rely......
Former Deutsche Bank Chief Equity Trading Officer Joins TS Imagine
Fintech News Trading

Former Deutsche Bank Chief Equity Trading Officer Joins TS Imagine

Fintech News Desk
by Fintech News Desk0
TS Imagine, a dynamic comprehensive trading and portfolio management software platform that makes the connection in relation to the portfolio management industry. Investments with a network of brokers, banks and exchanges, has selected former Deutsche Bank Chief Equity Operations Officer Andrew Morgan as its new Chief Executive Officer and Chief Revenue Officer......
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