Integration allows CircleBlack advisors to leverage 55ip's intelligent automation freeing time to build client relationships.
Investors will have the opportunity to gain exposure to cryptocurrencies while benefiting from the stability of asset-backed security.
Optima Asset Management Advisor Completes Extensive Requirements
Appointments include former Head of Trading at Bridgewater Associates, CEO of Morningstar EMEA and Moody's Director
iCapital named top Alternative Investment Platform by panel of distinguished judges
Longtime Senior Portfolio Manager Takes on Increased Role as Assets Under Advisement top $12.6 Billion
The Inspire Global Hope ETF from biblically responsible investing (BRI) asset manager Inspire Investing outperformed benchmarks in debut year of performance
Third CLO Closed in Last 10 Months
Enhancing private investor investment experience as investor preferences demand an alternative approach to portfolio management.
The Third Party API is designed for interoperability with other leading software systems
Firm's re-branded name to reflect broader global capability and commitment to clients as well as a focus on growth
Relationship enables RIAs to improve workflows and enhance cash management capabilities.
Deal Management Platform Integrates With iLevel for Portfolio Monitoring and Surpasses $500 Billion in Real Estate Transaction Volume
Healthcare IT Provider Recognized for Innovation by the Technology Association of Georgia
GuidedChoice Has Been Selected to Provide Asset Guidance to 650,000 Florida Retirement System (FRS) Members
Biblically responsible Inspire 100 Index outperformed and proved less volatile than secular benchmark S&P 500 Index during some of the worst one-day stock drops since 2008.