eryn ’s Post

Fintech firms are extracting maximum benefits from robo-advisory technology. Learn through this blog how robo-advisory tech is exclusively helping fintech firms and their customers. https://lnkd.in/dauVMf7m #TudipDigital #GameChanger #RoboAdvisory #Fintech #finance #tech #technology #NewBlog #TechBlog #investment #management

Would love to hear your thoughts on using robo advisors for personal investment guidance; will they arrive at the same formulaic fund-driven investment solutions as humans (only cheaper). Or can they truly take small investors to Markowitz' efficient frontier? Should they be free? #Fintech #RoboAdvisors #WealthManagement

Embracing personalisation: How #WealthTech is redefining investment strategies https://buff.ly/43r9JoA #FinTech #FinServ #WealthManagement

Thirty years ago, we began investing in many of whom today are the industry’s largest and established managers. In the years since we have evolved into a fintech company offering a comprehensive suite of tools that simplify the complex landscape of alternative investments for advisors and their QP clients. Today, we affirm this progress with the launch of a new website and an improved user experience, highlighting these key innovations: Strategic and/or Thematic Portfolio Construction: Advisors now begin their due diligence process by filtering the platform’s funds with a variety of inputs, ranging from risk tolerance and strategies to specific sectors and industries. New Portfolio Builder: Advisors can instantly visualize the potential risk/return of adding/subtracting a fund to their portfolio. Advisors can evaluate the impact an alts portfolio can have on clients' traditional holdings. Using advanced analytics, they can also easily benchmark multiple portfolios against each other. Accounts Dashboard: Advisors now have a consolidated view of all their clients' exposure to private funds, across multiple portfolios. Full press release: https://lnkd.in/eaRHnh3d For financial advisors only. Important Disclosure: https://lnkd.in/e3VJtU2Q

Robo-Advisors: Automating Investment Management with Fintech In the rapidly evolving #landscape of financial technology, robo-advisors have emerged as a disruptive force, revolutionizing how individuals manage their investments. These automated platforms utilize #algorithms and #artificialintelligence to provide personalized #investment advice and #portfolio management, traditionally offered by human financial advisors. This blog explores the workings of robo-advisors, their benefits, challenges, and their impact on the financial services industry. https://lnkd.in/dXzUdHp4 #RoboAdvisors #Fintech #InvestmentManagement #AutomatedInvesting #DigitalFinance #WealthManagement #FinancialTechnology #AI #MachineLearning #PersonalFinance #fintechnewsroom #investment #

We're thrilled to share our journey in creating a groundbreaking financial technology platform with Luma Financial Technologies 🤝. This collaboration is transforming the investment advisory sector, addressing complex challenges faced by advisors and brokers. Key Highlights: 🌟 Luma's platform simplifies purchasing decisions for structured products and annuities, empowering clients with better choices. 💡 Luma's comprehensive platform not only facilitates the sourcing and pricing of financial products but also offers educational resources and monitoring tools, ensuring that financial advisors are well-equipped to meet their clients' diverse investment needs. 🔧 With its ability to integrate seamlessly with over 15 external systems, Luma's platform stands out for its high degree of customization, aligning perfectly with the unique workflows and regulatory requirements of various financial institutions. 💼 ITMAGINATION's team tackles daily technological challenges alongside Luma's team, enhancing the platform's capabilities. As Luma scales up, our team at ITMAGINATION is committed to supporting their growth, focusing on scalability, ease-of-use, and compliance within a highly regulated financial sector. The future looks bright as we continue to innovate and elevate the investment advice sector with state-of-the-art fintech solutions. https://lnkd.in/eQ-shYmA #FinancialTechnology #InvestmentAdvisory #Innovation #TechPartnership

What role can blended finance play in driving investment, transformational impact, and financial inclusion in emerging markets? Vote for Accion Venture Lab's SOCAP Global session to hear insights from #ImpactInvestment fund managers and catalytic capital providers, Matt Schaar of Accion Venture Lab, Daniel Goldfarb of Lendable, and Taha Gaya of USAID. They'll discuss their learnings, how to turn institutional investors into stronger advocates of responsible financial inclusion, and more. Vote here: https://lnkd.in/eQA5yDpZ #SOCAP24 #ImpactInv #ImpactInvesting #fintech

We're excited to share our journey in creating a cutting-edge financial technology platform with Luma Financial Technologies 🤝. This collaboration is transforming the investment advisory sector, addressing complex challenges faced by advisors and brokers. Key Highlights: 🌟 Luma's platform simplifies purchasing decisions for structured products and annuities, empowering clients with better choices. 💡 Luma's comprehensive platform not only facilitates the sourcing and pricing of financial products but also offers educational resources and monitoring tools, ensuring that financial advisors are well-equipped to meet their clients' diverse investment needs. 🔧 With its ability to integrate seamlessly with over 15 external systems, Luma's platform stands out for its high degree of customization, aligning perfectly with the unique workflows and regulatory requirements of various financial institutions. 💼 ITMAGINATION's team tackles daily technological challenges alongside Luma's team, enhancing the platform's capabilities. As Luma scales up, our team at ITMAGINATION is committed to supporting their growth, focusing on scalability, ease-of-use, and compliance within a highly regulated financial sector. The future looks bright as we continue to innovate and elevate the investment advice sector with state-of-the-art fintech solutions. https://lnkd.in/eQ-shYmA #FinancialTechnology #InvestmentAdvisory #Innovation #TechPartnership

Much like all areas of financial services, technology is making a big impact on the lives of investment managers. https://lnkd.in/e3RRJjG2 #finserv #algorithmictrading #investmentmanagement

Morningstar Inc., a provider of independent investment insights, and iCapital, a global fintech platform with an emphasis on alternative investments, announced a strategic relationship to provide Advisor WorkstationSM users with access to alternative investments and analytics for the first time. Morningstar iCapital Vimal Vel Lawrence Calcano #alternativeinvestments #Morningstar #iCapital #AdvisorWorkstation #portfoliorisk #portfolioanalytics