Tag:
portfolio management
News
Koyfin Launches Daily Sync for Automated Client Portfolio Updates
Koyfin unveiled a new feature for its Client Portfolios solution called Daily Sync, which lets financial advisors keep track of the most recent portfolio...
Investment and Budget Allocation
RedBlack Partners With CAIS to Streamline Alternative Investment Trading for Financial Advisors
RedBlack has introduced a new integration with CAIS designed to simplify alternative investment trading and portfolio management for financial advisors. The partnership enables advisors...
Investment and Budget Allocation
Finastra Expands Fusion Invest to Strengthen Annuities Market Capabilities
Finastra has unveiled new enhancements to its Fusion Invest platform, designed to address the specific needs of annuities carriers by automating dynamic hedging of...
News
Nitrogen Teams Up with Advyzon for Comprehensive Portfolio Analytics and Management Integration
Nitrogen and Advyzon, two leading players in the WealthTech sector, have announced an enhanced integration and strategic sales partnership aimed at delivering a unified,...
Investment and Budget Allocation
Boosted.ai and Liontrust Collaborate to Elevate AI-Driven Investment Research
Boosted.ai, a leader in agentic artificial intelligence (AI) for institutional investment, has entered into a partnership with Liontrust's Global Equities team to integrate advanced...
