FinOptSys’ Post

I look forward to seeing everyone next week. Don’t miss the peer-to-peer panel. Please reach out to me directly to learn more about how FinOptSys is helping expand liquidity, increase price transparency and provide greater optionality by facilitating peer-to-peer transactions. #peertopeer #securitiesfinance #securitieslending #repo #swaps #fintech #collateralmanagement

The House passed three bills aimed at expanding the definition of "accredited investor." While this doesn't mean immediate changes, here's a breakdown of the proposals: 1️⃣ Broaden the definition to include anyone who acknowledges understanding the risks. 2️⃣ Include individuals advised by accredited investors who have passed an SEC-approved exam. 3️⃣ Allow everyone to invest up to 10% of their income or net worth in private securities. Learn more about these potential changes and what they mean for investors. 👉https://bit.ly/4c8OWbN #crowdfundingattorney #fintech

Dive into the Tech Giants of the S&P 500! 💻🚀 Which tech powerhouse is your favorite? 🌐✨ #TechGiants #AnalystColletive #StockPrediction #BetaLaunch #Investing #FinTech #JoinTheWaitlist #SP500 #FTSE100

➡ « The funds are still having a difficult time closing, and the market is clearly turning to private investors » ➡ « Only 20% of the large buy out funds close, the others are adding one year to achieve closing. » Shanu Sherwani during the Panel II « private markets, the winning dynamics of superinvestors » #wealthmanagement #wealthtech #fintech #assetmanagement #foam24 #hubfinance #familyoffice

Below are the most active bonds shared over the Glimpse Markets network in the past month. Access is free for all buy-side asset managers on a 'give to get' basis. Please get in touch to learn more. #data #fixedincome #trading #fintech #innovation #technology

Review our most impactful wealth management-focused blogs of the year and stay informed and inspired as you gear up for the challenges and opportunities of the New Year. From groundbreaking ideas to industry-shaping insights, our Best of Blogs compilation has it all. https://ow.ly/OX8030sySia #SSNCBlackDiamond #fintech #wealthmanagement

Amidst industry turbulence, Smart Prop Trader is making bold moves! 📈 They're thrilled to announce their migration to multiple new brokers, including the cutting-edge cTrader platform. 🌟 This strategic shift reflects their commitment to transparency and elevating traders' experiences. Stay tuned for more updates on this exciting journey! 💼 #SmartPropTrader #cTrader #TradingInnovation #IndustryLeadership  #PropTrading #Forex #StockMarket #FinancialMarkets #Brokerage #TradingPlatform #MarketTransition #Transparency #CustomerExperience #Fintech #Innovation

Our “Mutual Fund Proxy for the Modern Era” report outlines new ways to empower mutual fund shareholders and get to quorum faster. Get the votes you need and learn how: - SEC rules impact votes - Shareholder composition impacts the cost and time spent to attain quorum - To make the process more efficient and less costly Discover innovative solutions to increase shareholder engagement in our white paper: https://lnkd.in/dNyJTkbG #ProxyVote #FinTech #Proxy #MutualFund

📣 We’ve just published a new blog that dives into the game-changing Delaware Statutory Trust (DST). This innovative tool allows investors to own fractional interest in large, income-producing properties, diversifying your portfolio without the headaches of property management. Read more here: https://lnkd.in/gr6wEVDz #DST #1031Exchange #Fintech #CommercialEscrow #NewBlog

Global regulatory change is a key topic of conversation at the @FT Live's Future of Asset Management Conference. @Michael Tae, Co-President of Investor Communication Solutions, shares what we're hearing from clients and industry partners. The changes being discussed include: - Tailored Shareholder Reports - Sustainable Finance Disclosure Regulation (SFDR) - Assessment of Value (AoV) See how we're helping clients solve their biggest pain points with data-driven strategy: https://bit.ly/3PHX7ms #FinancialServices #Fintech #FTFOAM