Description of service
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.
Altri servizi simili
The latest news fromOpeninvest
-
Wirehouses ready for their 'Empire Strikes Back' moment in adviser fintech - InvestmentNews
The wirehouses are poised for their "Empire Strikes Back" moment on independent advisers' superiority on adviser fintech.
1 month ago
-
Banks go all in on wealth management, but can they all succeed?
Across the country, banks of all sizes are investing in the wealth business as a way to deepen customer relationships, capture recurring revenues and tap …
5 months, 1 week ago
-
ABN Amro invests in e-mobility insurtech company Laka
ABN AMRO Ventures is investing in a Series A capital raise of USD 12 million by London and Amsterdam-based insurtech start-up Laka, alongside US mobility …
6 months, 1 week ago
-
JPMorgan Chase to spend $12bn on tech this year
JPMorgan Chase will spend more than $12 billion on technology in 2022, contributing to an eight per cent rise in expenses that could hurt the …
6 months, 3 weeks ago
-
JP Morgan to acquire majority stake in Volkswagen’s payments business
US banking giant says the deal will expand its digital payment capabilities.
10 months, 4 weeks ago
-
Open Banking Excellence: How Fintech is Funding Positive Change
For a long time, the world has been aware of climate change and the need for specialised forces to help the underserved in society. Though …
11 months, 2 weeks ago
-
Open Banking Excellence: How Fintech is Funding Positive Change - The Fintech Times
Fintechs have enabled positive change as they've made donating to charities easier, and given companies tech to help the environment says OBE
11 months, 2 weeks ago
-
Four Notable Partnerships Between the Fintech and Financial-Services Sectors in 2021 - International Banker
Financial-technology and financial-services firms are transitioning from competitors to partners, exploiting the advantages and resources that each offers—with fintechs bringing technological proficiency and agility and …
1 year ago
-
Investment in fintech booms as upstarts go mainstream - The Economist
Firms’ expansion plans and investors’ search for returns bring a blizzard of deals and listings | Finance & economics
1 year ago