Tagged: portfolio

Equifax Introduces Smart Screen Portfolio of Consumer Reports

Equifax (NYSE: EFX) has launched Smart Screen, a new portfolio of consumer reports. Leveraging the Equifax Cloud and the TotalVerify data hub, Smart Screen accelerates the delivery of criminal background checks “when required by background screeners, employers and government agencies as part of their established hiring… Read More

Fintech TS Imagine Introdues Cross-Asset Class Real-Time Risk Platform for Prime Brokers

TS Imagine, the global, cross-asset provider of trading, portfolio, and risk management solutions for sophisticated investors and their teams, announced the broad availability of its newest cross-asset class, real-time risk platform: RiskSmart X. RiskSmart X is a SaaS solution “designed for prime brokerage and risk… Read More

Citi Consolidates eFX Trading Platforms into Velocity 3.0

CitiFX has consolidated its portfolio of eFX trading platforms for corporate and professional investor clients. Velocity 3.0, the new single dealer is “an operating system that delivers CitiFX Pulse, Citi Velocity Trading, Citi Velocity Research and CitiFX Click.” The platform “rebuilds CitiFX’s client user interface… Read More

Broadridge Announces Integration With FundApps’ Automated Compliance Solution For Portfolio & Order Management Capabilities

U.S.-based fintech Broadridge Financial Solutions (NYSE:BR) announced on Monday its integration with FundApps’ regulatory compliance technology with its buy-side portfolio and order management solution. Through the integration, Broadridge’s clients will reportedly benefit from a regulatory compliance solution that addresses managers’ needs across shareholder disclosures, monitoring,… Read More

Shawbrook Bank Acquires RateSetter’s Property Finance Portfolio

RateSetter, a leading UK based peer to peer lender, announced on Wednesday it has sold its £120m portfolio of property development loans to Shawbrook Bank. According to RateSetter, the acquisition follows the announcement in August that the lending platform was focusing on consumer finance. The… Read More

Mastercard Announces Expansion of Accelerate Fintech Portfolio By Adding Entrepreneurs to Startup Engagement Program Start Path & Technology Partner to Engage Network

Mastercard announced on Wednesday the expansion of its Accelerate fintech portfolio by adding entrepreneurs to its startup engagement program Start Path and more technology partners to its Engage network. The additions are to provide access to expert engineers and specialists that may help customers deploy new services… Read More

Finmason Announces 10 Million Portfolios Analyzed Milestone


U.S.-based fintech FinMason announced earlier this week it has analyzed over 10 million portfolios for clients since launching its analytics API service in 2017. As previously reported, FinMason claims to be the world’s largest independent investment analytics engine for financial services platforms. The fintech firm… Read More

Dash Financial Technologies Debuts Real-Time Transparency for Portfolio Trading

Dash Financial Technologies, a New York-based fintech that specializes in order routing transparency, visualization, and customization solutions, announced on Tuesday the launch of its new suite of real-time analytics, visualization and reporting tools aimed at portfolio traders. According to Dash, the new tools are available in… Read More

Brief: QuickLiquidity Acquires Partnership Interest in $30M Real Estate Portfolio

QuickLiquidity announced on Thursday that it has acquired partnership interest in a $30 million real estate portfolio, which reportedly portfolio consists of 5 triple net lease CVS’s and 3 Hy-Vee’s, totaling over 220,000-square-feet of single tenant properties with long-term leases and self-amortizing loans. A. Yoni Miller,… Read More

CEO Ben Miller’s Fundrise Portfolio: 28 Deals, $265,800 Invested, $9,936 in Returns

Of course readers want to know what’s in your portfolio! Fundrise’s CEO Ben Miller just posted that he indeed invests in Fundrise’s offerings, 28 deals to date. “As a developer myself, I understand that there are risks in any real estate project and not everything… Read More

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