Asset Management - FinTecBuzz

Diginex Partners With Itiviti

April 20, 20203 min

Itiviti, a leading technology and service provider to financial institutions worldwide, today announced a partnership with Diginex, a digital asset financial services and advisory company. This partnership has been fueled by demand from institutional investors, who wish to include digital assets in their portfolios, while utilizing resilient and scalable connectivity based on FIX; the widely recognized industry messaging standard. Diginex and its client base will benefit from using Itiviti’s global NYFIX connectivity platform which provides...

by PRNewswire

Asset Management

CreditEase Fund of Funds Profiled in London Business School Case Study

April 20, 20205 min

CreditEase’s support on investors’ asset allocation with a Fund of Funds (FoF) has been officially introduced to the masterclass in private equity at the London Business School (LBS), making it the first Chinese FinTech company selected as an LBS case study. “We picked CreditEase FoF not only because it represents Chinese exploration on FinTech, but also because it is worth attention and research of private equity professionals around the world,” said Professor Florin Vasvari, the program leader and instructor,...

by BusinessWire

Asset Management

SmartAsset Launches ‘Live Connections’

April 18, 20204 min

White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America

by BusinessWire

Asset Management

Westlake Portfolio Management to Service Coastal Credit’s Portfolio

April 16, 20204 min

Westlake Portfolio Management (WPM) was selected by Coastal Credit, LLC to be the third-party servicer of its $103 million active portfolio. The Coastal Credit portfolio consists of approximately 10,500 active and over 13,000 charge off accounts. WPM will handle full 3rd party servicing responsibilities on the portfolio including customer service, collections, titles management, remarketing and treasury responsibilities. WPM completed the onboarding of the portfolio ahead of schedule on April 2, 2020. “WPM onboarded the portfolio 11...

by BusinessWire

Asset Management

ErisX Advances Strategic Relationship with Fidelity

April 14, 20203 min

ErisX is expanding safe and regulated access to digital assets through familiar investing tools, by collaborating with Fidelity Digital Asset Services, LLC (Fidelity Digital AssetsSM). Fidelity Digital AssetsSM can now access the ErisX spot market, increasing the breadth of accessible liquidity available to Fidelity Digital Assets’ customers. While ErisX works with individual and institutional investors that value surveilled, fair and professionally-run market centers, the ErisX model has always included intermediaries as a way for digital assets...

by PRNewswire

Asset Management

Envestnet Offers Complimentary Access to MyBlocks™ Planning Tool by MoneyGuide

April 10, 20205 min

Helping More Americans Plan for the Future and Work Toward Financial Wellness During Time of Crisis

by BusinessWire

Asset Management

Dynasty Financial Partners Names Harvey Golub as New Interim Non-Executive Chairman

April 4, 20205 min

Dynasty Financial Partners today announced that, effective immediately, retired Chairman and CEO of American Express, Harvey Golub, will become the new Interim Non-Executive Chairman of the Board of Dynasty Financial Partners. Mr. Golub replaces Todd Thomson who will remain on the Board and as a Member of the Executive Committee. Mr. Thomson is Chief Operating and Financial Officer of Los Angeles-based Kairos Ventures, a firm that invests in the world’s leading scientific discoveries. Fintech News...

by PRNewswire

Asset Management

Docupace Announces Availability of Digital Adoption Bundles

April 4, 20203 min

Broker-dealers and RIAs now can bundle a suite of digital tools to streamline operations form leading vendors for remote adoption for Q2 2020

by PRNewswire

Asset Management

CreditEase Wealth Management Wins Five Best Wealth Manager Awards

April 2, 202017 min

CreditEase Wealth Management is a long-term partner to Chinese high net worth (HNWs), and provides services and products related to investment, quality of life, succession, education and philanthropy. CreditEase Wealth Management combines digital innovation with deep economic and investment research, to deliver wealth management solutions to clients Core to CreditEase Wealth Management’s proposition is our ‘Three Golden Principles for Asset Allocation’ investment strategy, which highlights the importance of allocation across geographies and asset classes, as...

by PRNewswire

Asset Management

Citisoft Announces New Leadership in UK Practice

April 2, 20204 min

David Higgins Joins Investment Management Consultancy as Managing Director in the UK

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