Tag : Vanguard

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
Vanguard Opens Global Positive Impact Stock Fund
Fintech Funding News

Vanguard Opens Global Positive Impact Stock Fund

Fintech News Desk
Vanguard announced that Vanguard Baillie Gifford Global Positive Impact Stock Fund is available for investment. The fund consists of a global equity portfolio with the potential to outperform the broad market through active management and contribute positively to solving some of the world’s challenges, including social and environmental challenges. Latest......
Vanguard Completes Acquisition Of Just Invest
Analytics Fintech News

Vanguard Completes Acquisition Of Just Invest

Fintech News Desk
Vanguard announced it has completed the acquisition of Just Invest, a provider of tax-managed, tailored wealth management technology. Just Invest’s offerings, including direct indexing platform Kaleidoscopeâ„¢, provide financial advisors with technology solutions that cater to their clients’ unique financial needs. The acquisition adds direct indexing, or personalized indexing, capabilities to......
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
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......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Fintech Funding News

Vanguard Consolidates Taxable Money Market Fund Management on Charles River IMS

Fintech News Desk
Charles River Development, a State Street company, today announced that Vanguard Group Inc. has consolidated management of taxable money market funds on the cloud-based Charles River Investment Management Solution (Charles River IMS). Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A Vanguard is live on......
Banking Capital Markets Fintech News Risk Management

Vanguard And Infosys Announce Strategic Partnership

Fintech News Desk
Partnership will advance digital transformation of Vanguard’s defined contribution recordkeeping business Vanguard announced it will partner with Infosys (NYSE: INFY) as part of its ongoing strategy to enhance and evolve its full-service defined contribution (DC) business. This strategic partnership will deliver a technology-driven approach to plan administration and fundamentally reshape the corporate retirement......
Vanguard, Symbiont And Partners Collaborate To Accelerate Digitization Of Currency Forward Market Using Blockchain Technology
Blockchain Business Capital Markets Fintech News

Vanguard, Symbiont And Partners Collaborate To Accelerate Digitization Of Currency Forward Market Using Blockchain Technology

Fintech News Desk
Vanguard, in collaboration with technology provider Symbiont, and in conjunction with Bank of New York Mellon, State Street, and Franklin Templeton, is actively exploring the application of distributed ledger technology (DLT) to foreign-exchange forwards, bringing transparency and workflow efficiencies to the over-the-counter currency market. As part of this pilot, Vanguard has simulated......
Vanguard Advances Blockchain Technology Pilot To Streamline Asset-Backed Securities Markets
Blockchain Business Fintech Investment Services News

Vanguard Advances Blockchain Technology Pilot To Streamline Asset-Backed Securities Markets

Fintech News Desk
Vanguard, in partnership with technology provider Symbiont, announced the completion of the first phase of a blockchain pilot designed to digitize the issuance of asset-backed securities (ABS). In close collaboration with a large US ABS issuer, as well as BNY Mellon, Citi, and State Street, Vanguard successfully modeled the full......
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