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.
The wirehouses are poised for their "Empire Strikes Back" moment on independent advisers' superiority on adviser fintech.
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 …
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 …
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 …
US banking giant says the deal will expand its digital payment capabilities.
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 …
Fintechs have enabled positive change as they've made donating to charities easier, and given companies tech to help the environment says OBE
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 …
Firms’ expansion plans and investors’ search for returns bring a blizzard of deals and listings | Finance & economics