SoFi Wealth Brings the Best of High-Tech and Human Guidance to Online Investing
- 8 years 1 month ago
- Wealth Management
SoFi announced the general availability of SoFi Wealth, the first low-cost online wealth management platform to combine an easy-to-use online and mobile interface with unlimited access to live, licensed financial advisors, giving people the guidance they need to understand, define, and then work toward achieving their investing goals. Features of SoFi Wealth include:
Linedata Ships New Version of Global Hedge
- 8 years 1 month ago
- Investment Management
Linedata, the global solutions provider dedicated to the investment management and credit industries, has announced a new version of its market-leading portfolio management system, Linedata Global Hedge, to meet the evolving needs of the global alternative and institutional investment community.
Ancala and Peel Group Unveils independent Multi-utility Operator
- 8 years 1 month ago
- Investment Management
Ancala Partners LLP (‘Ancala’), the independent mid-market infrastructure investment manager, and The Peel Group, one of the UK’s leading private real estate investment and infrastructure companies, today announced a joint venture to establish an independent multi-utility operator to be named Leep Utilities (‘Leep’).
Trident Trust implements Linedata Mshare
- 8 years 1 month ago
- Investment Management
Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, today announced that Trident Trust, the independent provider of corporate, trust and fund services to the financial services sector worldwide, has chosen and implemented its leading transfer agency and reporting solutions.
IQ Credit Union Selects Baker Hill BI Tech to Upgrade its Services
- 8 years 1 month ago
- Risk Management
Baker Hill, a leading provider of technology solutions for common loan origination, risk management, relationship management and smart data analytics, announced today that Vancouver, Wash.-based iQ Credit Union has selected its Baker Hill NextGen Business Intelligence solution to gain deeper insights into their products, branches, staff and members to support continued growth.
Dolfin Opts Economist to Enhance Research Offering
- 8 years 1 month ago
- Investment Management, Data
Dolfin, the technology-savvy investment firm, has boosted its research offering with the appointment of Olga Tschekassin as an Economist in its Investment Management team. Based in London and reporting to CIO Vassilis Papaioannou, Tschekassin will focus on producing macroeconomic research to contribute to Dolfin’s unique blend of human macro analysis and software-powered quantitative analysis in order to generate high-conviction ideas and... more
Eze Software Discloses Reconcialiation Dashboard
- 8 years 1 month ago
- Investment Management
Eze Software Group, a global leading provider of investment technology, has bolstered its Eze Portfolio Accounting module with a Reconciliation Summary dashboard.
Symbiont Unveils Strategic Partnership with China's Hundsun Technologies
- 8 years 1 month ago
- Investment Management
Symbiont, the market-leading smart contracts platform for institutional applications of distributed ledger technology, today announced a strategic partnership with Chinese software giant Hundsun Technologies Inc, which includes an investment by a division of Hundsun in Symbiont’s Series A-1 round. The investment is Hundsun’s first in both the United States and in distributed ledger technology. Symbiont’s board of directors granted Hundsun a... more
InvestCloud and Private Client Resources Team Up to Deliver Total Wealth Aggregation Services
- 8 years 1 month ago
- Wealth Management
InvestCloud Inc., a global FinTech firm, and Private Client Resources (PCR), the leading provider of total wealth aggregation services for UHNW families and their advisors, today announced a partnership that will see both firms combine their technology to offer wealth managers, family offices, private banks and other financial institutions a complete digital communication and data aggregation solution. This solution combines the firms’ existing... more
Sapient Global Markets announces the availability of its Client Connect Managed Service
- 8 years 1 month ago
- Asset Management
Sapient Global Markets, a leading global provider of business technology and consulting services for the financial and commodity markets, today announced the availability of its Client Connect asset management offering as a fully managed service.
Expersoft Systems AG Reveals of New Software & Services Solution for Independent Asset Managers
- 8 years 1 month ago
- Asset Management
Expersoft Systems AG, the market leader in software for asset management, launches a completely new outsourcing offer for the Independent Asset Manager community with AM-One AG, an independent subsidiary. AM-One will become the leading ‘One-Stop-Shop’ Solution Provider for Independent Asset Managers by combining services, software, and hosting into a unique end-to-end offering, thereby enabling IAMs to achieve unrivalled customer-oriented focus... more
AllianceBernstein Works with Bloomberg Evaluated Pricing for US Fixed Income Securities
- 8 years 1 month ago
- Investment Management
AllianceBernstein (AB) has selected Bloomberg's evaluated pricing service (BVAL) to benchmark and corroborate end-of-day values of its U.S. fixed income portfolio investments.
Maseco Private Wealth Partners with InvestCloud
- 8 years 1 month ago
- Wealth Management
InvestCloud Inc., a global FinTech firm, has been appointed by MASECO Private Wealth to provide client and advisor portals to its clients in the UK and the US. InvestCloud will deliver comprehensive client communication and reporting capabilities, including the automation and consolidation of client reports online.
Concurrent Unveils Availability of Origin Release 3
- 8 years 1 month ago
- Asset Management
Concurrent, a global leader in storage, protection, transformation, and delivery of visual assets announces the availability of Origin Release 3, offering video service providers the most comprehensive origin platform for ingesting, hosting, distributing, and serving video content to any device, any time, over any network, for content service providers.
Enso Extends Broker Vote Tool to offer RSRCHXchange MiFID II Research
- 8 years 1 month ago
- Management, Treasury
ENSO, a NEX Group business and leading portfolio finance and centralized treasury management solution for the buy-side, announces today that it plans to expand the ENSO Broker Vote tool (“Broker Vote”) to include MiFID II research consumption, powered by RSRCHXchange, the MiFID II compliant marketplace for institutional research.
