Tagged: portfolio

April 26, 2021 @ 9:34 am By Samantha Hurst  |  

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

December 17, 2020 @ 9:28 am By Samantha Hurst  |  

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

August 12, 2020 @ 11:26 am By Samantha Hurst  |  

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

October 10, 2019 @ 2:14 pm By Samantha Hurst  |  

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

February 13, 2019 @ 9:02 am By Samantha Hurst  |  

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

April 14, 2016 @ 11:13 am By Samantha Hurst  |  

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

August 25, 2015 @ 11:32 am By Erin Hobey  |  

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