Tag : portfolio management

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......
TPG and TA Associates to Acquire Planview from Thoma Bravo for $1.6 Billion
Fintech News

TPG and TA Associates to Acquire Planview from Thoma Bravo for $1.6 Billion

Fintech News Desk
by Fintech News Desk0
Investment from leading technology investors will accelerate company’s vision as a global leader in Agile and PPM for enterprises TPG Capital, the private equity platform of global alternative asset firm TPG, and TA Associates, a leading global growth private equity firm, today announced that they have signed a definitive agreement......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Business Fintech News

New ‘Playbook Portfolios’ Will Revolutionize How Financial Advisors Do Business

Fintech News Desk
by Fintech News Desk0
First-of-kind solution, available exclusively on the Oranj platform, brings portfolios built by independent fiduciary strategists — with no overlay fees — to advisors focused on meeting client needs in challenging times Oranj, a software platform that helps financial advisors streamline portfolio management and client service, today announced that Playbook Portfolios......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
Fintech News

Portfolio BI Wins Best Trading Technology at the AltCredit Fund Intelligence US Awards

Fintech News Desk
by Fintech News Desk0
Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, today announced that it was named as the Best Trading Technology by AltCredit in its AltCredit US Services Awards. “Portfolio BI OMS enables Portfolio Managers, Traders, Compliance, and Operations to......
Broadridge Names Edmund Reese Chief Financial Officer
Fintech News

PAG Chooses Broadridge to Modernize Portfolio Management Technology, Bolster Private Debt Operations

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, announced that PAG, one of the world’s largest Asia-focused investment groups, has chosen Broadridge as a cloud-based portfolio management technology provider. The enhancement will support PAG’s capabilities for its private debt operations. Read More: Game on: Ally Leans Into Gamification to Combat Falling Financial Literacy......
xQuant Named to 2020 IDC FinTech 100 Rankings
Fintech Investment Services News Risk Management

xQuant Named to 2020 IDC FinTech 100 Rankings

Fintech News Desk
by Fintech News Desk0
xQuant, a leading multiple-asset trade processing, portfolio management and risk analytics system and services provider for capital markets and investment management communities in China, announced that it has ranked No. 94 on the 2020 IDC FinTech 100 Rankings, one of the most comprehensive rankings in the financial services industry.  It is the first......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
Business Fintech News

Portfolio BI Awarded Best Data Management Solution 2020

Fintech News Desk
by Fintech News Desk0
Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, today announced that it has been named as the best data management solution by HFM Week in the HFM US Services Awards 2020. Read More: AppZen Launches Mastermind Analytics to......
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