Tagged: Portfolio Management

December 16, 2022 @ 9:17 pm By Omar Faridi  |  

STP Investment Services (STP), a global, technology-enabled, end-to-end investment operations service provider, announced it has acquired WealthSite, a firm that provides “a fully integrated and highly customized accounting, portfolio management, reporting and analytics platform to single and multi-family offices, traditional wealth advisory firms and money… Read More

December 15, 2022 @ 3:09 pm By Omar Faridi  |  

Sommelier, the automated DeFi portfolio management platform, announces that it has launched Ethereum DeFi strategy tokens “for the first time on Injective, a layer 1 Cosmos blockchain optimized for finance.” Sommelier is a blockchain/DLT-based platform “built with the Cosmos SDK that executes advanced crypto portfolio… Read More

November 8, 2022 @ 10:03 pm By Omar Faridi  |  

Friktion, Solana’s portfolio management platform launched in December 2021, has successfully attracted crypto-native and traditional institutions “managing up to $60 billion in AUM who seek to access leading risk-adjusted and transparent yields on DeFi.” Friktion Institutional is “a new arm of the protocol aimed to… Read More

November 3, 2022 @ 7:07 am By Omar Faridi  |  

Moneythor, a solution provider of personalized customer experiences for banks and embedded financial services firms, announced at the Singapore FinTech Festival (SFF) the launch of “a wealth & portfolio management add-on module to its award-winning data-driven personalization and digital engagement solution.” Blending enterprise-scale technology with… Read More

October 23, 2022 @ 3:05 pm By Omar Faridi  |  

CEPRES — which claims to be the leader in private market investment technology and data —  announced the launch of CEPRES Predictive Intelligence, which is described as “an enhanced, future-oriented portfolio management suite based on CEPRES’s proven and backtested forecasting technology.” CEPRES Predictive Intelligence enables… Read More

July 22, 2022 @ 11:02 am By Omar Faridi  |  

Sommelier, the automated DeFi portfolio management platform, announced the launch of the first Cellar, or “community-governed,” dynamic investment strategy vehicle, on the platform. This Cellar is “active on Aave and leverages machine learning to dynamically move assets between several stablecoin lending positions.” Users need “only… Read More

June 25, 2022 @ 12:38 pm By Omar Faridi  |  

TS Imagine, which claims to be a global leader in trading, portfolio and risk management solutions for capital markets, has successfully connected with Coinbase Prime, the prime broker for digital assets, in order “to offer institutional clients a fully regulated path to trade cryptocurrencies.” TS… Read More

February 25, 2022 @ 4:52 pm By Tony Zerucha  |  

Finary, a French fintech that allows its users to track all of their assets on a single platform, this week announced an €8 million Series A round which was supported by Speedinvest and Y Combinator Founder and CEO Mounir Laggoune said Finary’s mission began last… Read More

February 22, 2022 @ 11:29 am By Tony Zerucha  |  

TORA, a cloud-based technology provider that supports customers trading multiple asset classes across global markets has been purchased by the London Stock Exchange Group in a $325 million deal, it was announced this week. Following completion, TORA will be part of the exchange’s data and… Read More

May 20, 2021 @ 10:37 pm By Omar Faridi  |  

IHS Markit (NYSE: INFO), a provider of critical information, analytics and solutions, has partnered with CloudAttribution in order to integrate their performance attribution capabilities into the thinkFolio investment management platform. This latest partnership aims to complement thinkFolio’s business strategy of enhancing flexibility, interoperability and offering… Read More

March 25, 2021 @ 10:30 pm By Omar Faridi  |  

European digital asset manager CoinShares notes that as growing numbers of investors start taking Bitcoin (BTC) “more seriously,” it raises an important question: what would be an “appropriate” or ideal amount of Bitcoin in an investment portfolio? According to CoinShares research team, the “real answer”… Read More

March 5, 2021 @ 6:21 pm By Omar Faridi  |  

When discussing wealth management strategies and how Fintech solutions can help investors better manage their portfolios, analysts often talk about how to create new wealth. They may discuss goal setting, risk profile management, and investment management. Dr. Sekar Jaganathan, Director of Digital Strategy at Kenanga… Read More

October 27, 2020 @ 10:14 pm By Omar Faridi  |  

Broadridge Financial Solutions, Inc. (NYSE:BR), an established provider of investor communications and tech-driven solutions to banks and asset managers, has announced that PAG, a major Asia-focused investment group, has selected Broadridge as a Cloud-enabled portfolio management solution provider. As confirmed in a release, the enhancement… Read More

June 16, 2020 @ 9:14 pm By Omar Faridi  |  

The Dash Investment Foundation (DIF), an organization that makes Dash (digital currency) denominated business loans and equity investments within the blockchain and crypto-asset sector, has purchased gold for the first time. The organization said it will be introducing its Dash-to-gold rebalancing strategy, which involves diversifying… Read More