Wealth / Asset and Investment Management

Your Mindset Is Everything When It Comes To Your Finances

Johnathan Turner from STAFFORD
16 Jun 2020
Your Mindset Is Everything When It Comes To Your Finances Forbes Finance Council Jonathan TurnerForbes Councils Member Forbes Finance CouncilCOUNCIL POST| Paid Program Money POST WRITTEN BY Jonathan Turner Jonathan is a financial expert and author whose mission is to raise financial il...

AllocateRite adds support for customizable watchlists

AllocateRite from AllocateRite
20 May 2020
AllocateRite has added support for customizable watchlists. Using AllocateRite's data science and predictive analytics, you can get price trend prediction alerts for thousands of stocks and crypto currencies in real time. You can also time entry and exit of your trades and investments - just s...

additiv digital investment management solution goes live at PostFinance

Emma Wadey from aperture
05 May 2020
ZURICH, 5 May 2020: PostFinance, one of the leading retail financial institutions in Switzerland, and additiv, a leading SaaS provider to the wealth management industry, today announce the successful implementation of a new, 100% digital investment platform for PostFinance customers. The platfor...

Alex Ehrlich is joining Sharegain board of directors

liad amit from sharegain
20 Feb 2020
UK based Fintech company, Sharegain, whose securities lending platform enables investors to generate revenue by loaning out their financial assets, has appointed Alex Ehrlich to its board of directors. Mr Ehrlich, who recently retired from Morgan Stanley after ten years as their Global Co-Head...

eMoney Advisors Partner with Anexinet for Financial-App Scaling

Betsey Rogers from Anexinet
22 Jan 2020
Ongoing Expansion Continues to Improve IT Processes through Digital Transformation Philadelphia, PA – January 22, 2020 – Anexinet Corporation, a leading provider of digital business solutions, today announced that eMoney Advisor (eMoney) has selected Anexinet to expand its production environme...

AllocateRite's AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps

Adam Bauman from AllocateRite
20 Jan 2020
NEW YORK, Jan. 20, 2020 /PRNewswire/ -- AllocateRite, the New York FinTech and data science company that provides wealth managers with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce that its proprietary portfolio management and asset allocation strategies...

Award-winning investment house Killik & Co chooses CREALOGIX Invest to continue innovating digital investor services

George Baily from CREALOGIX UK
12 Dec 2019
Killik & Co, the independently owned investment house, continues innovating its investor self-service systems using the digital engagement platform offered by CREALOGIX. The product will allow Killik & Co to unify the design and user experience of mobile and desktop digital channels, and extend f...

Evergreen Gavekal Announces Launch Of Millennial Investment Brand Evervestment

Rudi Davis from Rudy Corp
04 Nov 2019
Evergreen Gavekal today announces the launch of its new investment brand: Evervestment. The new investment service is aimed at bridging the market gap between robo-advisors and traditional investment companies. It accomplishes this by coupling the ease of digital onboarding with experienced human...

Indexa Capital is the first profitable independent automated investment in Europe

Beatriz Garrido Munera from Indexa Capital
15 Oct 2019
• The spanish leading automated investment service, Indexa, is a profitable business since the third quarter 2019. • “Our fees are less than half of our European counterparts, Nutmeg, Scalable or Moneyfarm. We aimed to develop a business with a sufficient managed volume to be able to charge th...

Sharesight userbase reaches 100,000 as investors seek portfolio tracking innovation

Prashant Mohan from Sharesight Pty Ltd
27 Aug 2019
Sharesight has passed a significant milestone with more than 100,000 self-directed investors and finance professionals in over 90 countries now using their award-winning portfolio tracker. Sharesight first entered the market in 2007, launched by a father-son duo looking to create a solution th...

Swiss fintech launches startup & venture investment program focused on Switzerland

Alexander Antic from Stableton Financial AG
19 Jul 2019
- The aim of Stableton’s startup & venture program is to provide financial intermediaries and their clients efficient access to a segment that was traditionally difficult to invest in - Stableton Financial’s program forms part of the firm’s alternative investments platform announced earlier this...

Panthera Tree Behavior-Tech Solution Sets New Standards For Investment Decisions

Biljana Kling from Panthera Solutions
10 Jan 2019
Today, we are happy to announce the launch of the Panthera Tree, a Behavior-Tech solution that facilitates most evidence-based investment decisions for asset managers and owners to strengthen their competitive edge. As a habit forming SaaS technology, it is designed to improve decision making,...

Making International investing simple and transparent – CybiWealth digital platform

Scott Cooper from CybiWealth
15 Nov 2018
Making International investing simple and transparent – CybiWealth digital platform. If you want to build an investment portfolio consisting of shares in leading global companies, and grow your wealth over time, CybiWealth is the answer. CybiWealth is a digital investing platform that offers ...

FinTech School Announces a Public Training in Partnership with Moody’s Analytics

Deep Kakkad from FinTech School
06 Nov 2018
FinTech School (located in San Francisco), a leading FinTech institute, has joined forces with Moody’s Analytics with the aim of training FinTech enthusiasts about ‘Fundamentals of FinTech’ (https://www.moodysanalytics.com/public-courses/fundamentals-of-fintech) and ‘Robo-Advisors & Digital Wealt...

Passive Investing: Perfect for This Age of Passive, Wimpy Men

Matthew Klein from Collective2
17 Jan 2018
Do you remember when Western Civilization produced men? I mean real men. Men like Alexander and Napoleon, men like Washington and Churchill, men like Joe Lewis and Babe Ruth. Men who spit and drank and smoked, men who rode horses. Men who had girlfriends, and also wives; men who scratched them...

The First P2P Binary Options Platform Powered by Smart Contracts Launches a Private Pre-Sale

Alex Kerya from Betex Lab Limited
04 Dec 2017
Betex Lab Limited announced a crowd sale campaign for its project Betex, the first ever transparent binary options platform. With a unique business model, the company is aiming to improve the existing derivatives’ market by using the Ethereum smart contracts. Only qualified investors who have com...

Former BlackRock executive Mark Brady to join Hong Kong FinTech startup FinFabrik

Connie Ma from FinFabrik
31 May 2017
FinFabrik, a provider of specialised software-as-a-service for financial institutions, announced today that Mark Brady joined the company as its Chief Investment Officer to support the strong growth trajectory across the region, particularly with the asset management client segment. Mr. Brady wa...


Mary Cosmides from Braithwaite Communications
11 May 2017
Archer®, one of the investment management industry’s leading technology and operations providers, today announced that it has been selected by T. Rowe Price, a global investment management organization, to provide technology and service enhancements supporting its retail managed offering includin...