portfolio management

Performativ Announced the Appointment of Banking Veteran Jacob Dahl as Chair

July 3, 20265 min

Former McKinsey Senior Partner and Co-Leader of the Global Banking Sector joins Performativ following the company’s $14 million Series A led by Deutsche Börse Group Performativ, the next-generation operating system for wealth management, today announced the appointment of Jacob Dahl as Chair of its Board of Directors. Dahl, a former Senior Partner and Co-Leader of the Global Banking Sector at McKinsey & Company, brings more than three decades of experience across global banking, financial services,...

by FTB News Desk

In-House Features

How Fintech Is Reinventing Credit Scoring?

June 25, 202618 min

Discover how fintech is transforming credit scoring with alternative data, AI, and real-time insights to improve lending decisions, expand financial inclusion, and redefine borrower assessment.

by PRNewswire

Investments

Moment and Ramp to Bring Institutional Cash Management to Finance Teams

June 11, 20267 min

Two leaders in modern financial infrastructure are combining capabilities to automate how businesses manage and invest cash

by PRNewswire

Investments

d1g1t Powers Goodreid’s Digital Client Experience Transformation

June 11, 20264 min

Toronto-based investment management firm deploys d1g1t for portfolio management, reporting, trading, rebalancing, and client engagement

by PRNewswire

Investments

INDATA Announces Major Software Release

May 13, 20263 min

INDATA, a leading industry provider of cloud-native, SaaS-based solutions for buyside firms, today announced a major software release providing enhanced technology, functionality and productivity improvements for clients. Highlights include: All New INDATA Nexus – Comprehensive AI Platform powered by INDATA’s integrated Master Data Model (MDM) which expands data querying capabilities across Q&A, provides functionality tools for intelligent portfolio management & trading scenarios, as well as custom report writing with dynamic charting. The solution supports both traditional REST API...

by BusinessWire

Crypto Currencies

BitcoinIRA Releases Crypto Bundles for Investors Exploring Diversification

April 27, 20265 min

New feature enables tax-free rebalancing and diversification for long-term digital asset portfolios

by GlobeNewswire

Direct Lending

Desert Financial Selects Lenders Cooperative to Power Commercial, SBA Lending

April 13, 20264 min

Lenders Cooperative, a leading provider of loan origination and servicing technology for U.S. financial institutions, announced today that Desert Financial Credit Union has implemented its platform to power the expansion of its commercial and SBA lending programs. Based in Arizona and serving over five hundred thousand members nationwide, the $9 billion lender is in production on Lenders Cooperative’s end-to-end business lending platform. The move enables Desert Financial to fully automate origination workflows, accelerate time to...

by Advyzon

Platforms

Advyzon Tops T3 Advisor Software Survey for 9th Year

March 27, 20269 min

Advyzon Investment Management (AIM) premieres as “Software All-Star” in Portfolio Design and TAMP categories

by BusinessWire

Investments

Pepper Advantage Launches Strategic Servicing for Institutional Credit

March 24, 20264 min

New offering launched in pilot with tier-one global investment fund; provides independent governance and technology-enabled oversight of portfolios across Europe and the UK

by PRNewswire

Compliance & Scoring

PWL Capital Selects d1g1t to Boost WealthTech Growth

March 19, 20264 min

Fully Integrated Wealth Management Platform Unifies Operations, Freeing Advisors to Focus on Delivering Personalized Client Experiences

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