Automated investing, sophisticated and transparent.
OpenInvest is a tech-enabled SMA (separately managed accounts) asset manager that provides infrastructure technology that enables customization, direct indexing, and ESG investing at scale. Its APIs allows relationship managers to deliver their own factor portfolios, personalization, and tax optimization while maintaining discipline.
It looks like Jamie Dimon's famous fear of fintech has gotten the best of him. On Thursday, JPMorgan Chase shuttered Frank, a financial aid...
It looks like Jamie Dimon's famous fear of fintech has gotten the best of him. On Thursday, JPMorgan Chase shuttered Frank, a financial aid...
Like any other industry, the financial services sector is undergoing digital transformation. While banking and finance have historically been quite traditional, pressure from more agile …