portfolio management

Equity Data Science Expands Advisory Team with Four Industry Leaders

March 26, 20254 min

Equity Data Science (EDS), a leading provider of investment process management software, today announced the addition of Perry Boyle, Jay Chandler, Phil Vilhauer, and Vikas Kalra as strategic advisors. Their expertise in investment banking, hedge fund management, risk management, and fintech innovation will further support EDS’s mission to help institutional investors optimize decision-making through advanced workflow and analytics solutions. “We’re thrilled to welcome Perry, Jay, Phil, and Vikas to our advisory team,” said Greg McCall,...

by PRNewswire

Platforms

SMArtX Launches BlackRock’s Advisor Center on Platform

March 25, 20253 min

SMArtX Advisory Solutions has integrated BlackRock’s Advisor Center, powered by Aladdin® technology, into its platform, equipping asset managers and advisors with insights and resources to help grow their business. The launch of Advisor Center within the SMArtX UMA trading platform creates a more comprehensive experience for users and enables them to better analyze portfolios from a performance, risk, and cost perspective. “We are excited to collaborate with BlackRock to offer Advisor Center,” said Brad Haag, EVP...

by PRNewswire

Risk Management

Suntera & Tenor Partner to Streamline Private Credit Loan Services

March 21, 20254 min

Suntera Fund Services (“Suntera”), a leading provider of bespoke fund and loan administration and loan agency services for private credit funds, has partnered with Tenor, the AI-powered platform optimizing private credit operations. This collaboration enables Suntera to leverage Tenor’s Loan Central, leveraging AI-driven automation while maintaining oversight of critical loan servicing and compliance processes to enhance efficiency, scalability, and risk management. Driving Efficiency & Innovation in Private CreditAs private credit expands, loan administrators face increasing complexity in...

by PRNewswire

Insurance

Nearmap Launches ‘Portfolio Intelligence’ Solution for P&C Insurers

March 19, 20254 min

Portfolio Intelligence is an AI-powered solution enabling insurance carriers to act on portfolio-level insights at scale and with greater precision.

by BusinessWire

Banking

Chilton Trust adds Henry Davison in latest advisory expansion

March 6, 20256 min

Chilton Trust, a leading privately owned, independent wealth management firm and national trust bank, today announced that Henry Davison, former Managing Director at Bessemer Trust, has joined as a Managing Director, Senior Wealth Advisor in the New York City office. Mr. Davison brings over forty years of experience serving ultra-high-net-worth individuals, advising clients on global strategic asset allocation and providing comprehensive wealth management strategies. Mr. Davison is the most recent hire in a series of...

by FTB News Desk

Interview

FinTech Interview with Brad Tompkins, Chief Information Officer at Vergent LMS

February 11, 202519 min

by PRNewswire

Investments

Pontera and Orion launch new integration

January 30, 20256 min

First-of-its-kind collaboration will enhance and streamline investment management inclusive of clients' 401(k) accounts

by BusinessWire

Payments

Frec Launches New Mobile App and Launches Portfolio Lines of Credit

December 24, 20245 min

Frec reaches $170M in customer assets simplifying complex tax strategies for self-directed investors

by BusinessWire

Investments

Concurrent Continues Growth Momentum With Addition of Six New Advisors

December 9, 20245 min

The multi-custodial RIA adds a combined $885 million in AUM

by GlobeNewswire

Platforms

USfinances.com in Top Ten Internet Financial Platforms Globally in 2024

November 28, 20249 min

USfinances.com, a leading Internet-based financial platform, has officially ranked among the top ten financial platforms worldwide for 2024, according to a new report by the International Financial Technology Council (IFTC). This prestigious ranking reinforces USfinances.com’s position as a prominent player in the global fintech industry, widely recognized for its comprehensive financial services, cutting-edge technology, and user-centered approach. A Year of Achievement for USfinances.com The IFTC’s annual rankings are regarded as one of the most prestigious...

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