Tag : portfolio management

LendingUSA Appoints Michael Brown as Its New Vice President of Credit Risk & Pricing
Finance Fintech News

LendingUSA Appoints Michael Brown as Its New Vice President of Credit Risk & Pricing

Fintech News Desk
by Fintech News Desk0
Michael Brown joins LendingUSA as its Vice President of Credit Risk & Pricing LendingUSA, a leading point-of-sale (POS) fintech company, announced the new hire of Michael Brown as Vice President of Credit Risk & Pricing. Mike will report to Chief Risk Officer Jon Barhorst and will be responsible for the company’s pricing, portfolio optimization,......
Financial Investment Activities Industry | BizVibe Adds New Financial Investment Companies Which Can Be Discovered and Tracked
B2B Finance Fintech News

Financial Investment Activities Industry | BizVibe Adds New Financial Investment Companies Which Can Be Discovered and Tracked

Fintech News Desk
by Fintech News Desk0
BizVibe has expanded the number of companies which can now be discovered and tracked for their financial investment activities industry group. Companies listed under the NAICS category for financial investment activities are defined as being primarily engaged in miscellaneous intermediation (such as investment clubs, venture capital companies, etc.); portfolio management;......
Western Alliance to Acquire AmeriHome, a Leading National B2B Mortgage Acquirer & Servicer
B2B Banking Fintech Investment Services News Risk Management

Western Alliance to Acquire AmeriHome, a Leading National B2B Mortgage Acquirer & Servicer

Fintech News Desk
by Fintech News Desk0
Western Alliance Bancorporation today announced the execution of a definitive agreement to acquire Aris Mortgage Holding Company, LLC, the parent company of AmeriHome Mortgage Company, LLC (“AmeriHome”) for an estimated purchase price of $1.0 billion in cash, subject to adjustments at closing. Read More:  DeFi Platform OIN Finance Integrates With......
Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum
Business Fintech News

Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum

Fintech News Desk
by Fintech News Desk0
Schwab Advisor Services kicked off its first virtual Technology Forum this week for technology providers who work with Schwab and TD Ameritrade Institutional. Held over two days, more than 150 of the independent advisor industry’s top technology professionals gathered online to share ideas and hear updates from executives at Schwab......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
Business Fintech Fintech Funding News

Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū

Fintech News Desk
by Fintech News Desk0
Acquisition will Strengthen and Expand Portfolio BI’s Offering to include FinTech Managed Cloud Services, Data Science, and DevOps Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, announced it has completed the acquisition of Hentsū, a global provider of......
Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors
Business Fintech Fintech Funding News Risk Management

Altruist Launches Portfolio Marketplace Featuring Vanguard and Dimensional Fund Advisors Models

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform, announced the release of a new marketplace for financial advisors to use turnkey portfolios from leading asset managers. Advisors can build custom model portfolios on Altruist or assign models from providers in this new marketplace, initially featuring Vanguard and Dimensional Fund Advisors. Read More: Curioinvest......
Amundi-and-BNY-Mellon-Announce-Strategic-Alliance-to-Power-Investment-Lifecycle
Business Fintech News Risk Management

Amundi and BNY Mellon Announce Strategic Alliance to Power Investment Lifecycle

Fintech News Desk
by Fintech News Desk0
BNY Mellon and Amundi today announced a transatlantic collaboration to further power growth of both companies by integrating world-class complementary capabilities and establishing new integration points between the firms. This alliance immediately translates in the technological integration of BNY Mellon OMNISM, a client- and data-centric securities services platform, and Amundi’s......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
Business Fintech News Trading

AdvisorPeak’s Operation Rebalance 2.0 Delivers Free Trading and Rebalancing Solution for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AdvisorPeak today announced Operation Rebalance 2.0, a platform experience that provides advisors impacted by recent acquisitions or closures of their trading and rebalancing system with access to AdvisorPeak at no cost and with no strings attached. Advisors who have or had an active contract in 2020 with Oranj (recently closed), RedBlack......
Legrand-Innovates-with-Anaqua’s-AQX-IP-Management-Platform
Business Fintech Investment Services News

Legrand Innovates With Anaqua’s AQX IP Management Platform

Fintech News Desk
by Fintech News Desk0
French industrial group selects Anaqua software and services to streamline patent and trademark management processes Anaqua, the leading provider of innovation and intellectual property management solutions, today announced that France’s Legrand, a global specialist in electrical and digital building infrastructures, will enhance its overall IP management by moving to Anaqua’s......
PayBito-Brings-Forth-Crypto-Portfolio-Management-System-for-Seamless-Portfolio-Tracking
Business Cryptocurrency Fintech

PayBito Brings Forth Crypto Portfolio Management System For Seamless Portfolio Tracking

Fintech News Desk
by Fintech News Desk0
PayBito presents a smart Crypto portfolio management system, with a single comprehensive platform powered by advanced mechanics that helps manage, evaluate, track, and organize digital assets portfolio. The cutting-edge crypto portfolio management system is leveraged by the leading institutional Crypto participants, such as brokerage, funds, and digital assets platforms, to streamline the......
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