Asset Management - FinTecBuzz

BitOoda Closes $7 Million Seed Round with Growing Investor Pool & New Approach to Digital Finance

January 6, 20203 min

BitOoda Holdings, LLC (“BitOoda”), a digital asset financial services platform that blends digital finance and applied science, today announced that it closed a $7 million seed round. BitOoda’s investor base was spurred by the achievement of several industry firsts in the past year, including the design and execution of the BitOoda Difficulty™ financial swap, the BitOoda Hash™ physical hashpower contract, and growing business lines in advisory services and next-generation financial solutions. Notable investors include Dr. Gary Ross,...

by PRNewswire

Asset Management

SS&C ALPS Advisors Announces New REIT Dividend Dogs ETF (RDOG)

January 4, 20204 min

ALPS Advisors, Inc., an asset manager and wholly owned subsidiary of SS&C Technologies, Inc., announced a strategic move for the new Exchange Traded Fund called the ALPS REIT Dividend Dogs ETF [RDOG] that applies the “Dogs of the Dow Theory” to its rules-based investment strategy. RDOG intends to provide investors with equal exposure to the five highest yielding REITs (“Dividend Dogs”) within nine equally-weighted REIT segments as determined by S-Network, the index provider. This approach excludes mortgage REITs and helps...

by BusinessWire

Asset Management

Pagaya Tops $1.2B Assets Under Management, Announces $200MM ABS

December 19, 20193 min

The firm increased its origination 300% this year

by BusinessWire

Asset Management

State Street and Gemini Launch Digital Asset Pilot

December 19, 20194 min

State Street Corporation (NYSE:STT), today announced a new digital asset pilot in collaboration with Gemini Trust Company, LLC (Gemini), a cryptocurrency exchange and custodian. The pilot builds on ongoing research and development in the digital asset space to combine Gemini Custody™ with State Street’s back office reporting. The first of its kind, this pilot performs reporting scenarios on a user’s holdings within Gemini Custody. Initially, the pilot reports holdings of two cryptocurrencies chosen for liquidity reasons....

by PRNewswire

Asset Management

Atria’s Cadaret Grant Adds Another Multimillion Dollar Office

December 19, 20193 min

$90 million team joins Cadaret Grant

by FTB News Desk

Asset Management

Penta Security and R3 Announce Strategic Partnership

December 13, 20193 min

Penta Security and blockchain software firm R3 today entered into a global strategic partnership for digital asset management and MPC technology Penta Security and R3, a blockchain software firm today announced that they have entered into a global strategic partnership for digital asset management and Multi-Party Computation (MPC) technology, combining Penta Security’s technologies and R3’s extensive enterprise blockchain platform, Corda. With technology and services playing a critical role in digital asset payment and management aspects,...

by BusinessWire

Asset Management

Ameriprise Financial’s New CRM System Helps Advisors Deliver Best-in-Class Service

December 13, 20193 min

Ameriprise Financial, Inc. (NYSE: AMP) today released details on how its new Customer Relationship Management (CRM) system further enables the firm’s approximately 10,000 financial advisors to deliver its award-winning customer service to clients and grow their practices. The new system, Ameriprise CRM, built on top of Salesforce Financial Services Cloud, makes it easier for advisors to provide a consistent, referable and advice-based experience to every client. “Behind every one of our advisors is a compelling...

by PRNewswire

Asset Management

Huobi Releases Details from the Hainan Free Trade Port International Cooperation Forum

December 11, 20198 min

As a founding co-organizer of the Hainan Free Trade Zone & Global Digital Economic Forum, Huobi Group today shared key takeaways from the forum which commenced on the morning of December 5th. During the forum, notable Chinese government officials gave opening speeches commenting on the development of blockchain in mainland China. Prominent government officials expanded on details of Hainan and Greater China as a whole. Sun Shiwen, Deputy Secretary of People’s People Government of Hainan Province gave the opening address. Sun said to speed up the development of...

by PRNewswire

Asset Management

BBR Partners Selects d1g1t as its Enterprise Wealth Management Platform

December 10, 20193 min

d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced that BBR Partners, LLC (“BBR”) has selected d1g1t’s analytics, reporting and performance management software solution after conducting an extensive analysis of available options in the market. Ranked #8 on Barron’s Top 50 RIA Firms for 2019, BBR serves more than 140 client families representing over $16 billion in assets under management from offices in New York, San Francisco and Chicago....

by BusinessWire

Asset Management

Ameriprise Financial Welcomes Larson Payne Larson Group in Edina, Minn.

December 4, 20193 min

The three-advisor team manages $222 million in assets under management

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