Revelata, Inc.’s Post

The prestigious FactSet Focus conference is taking place this week in Miami! Accelex will be there as a strategic partner and sponsor, represented by Michael Aldridge and Kevin Jennings. Phillip Mortimer, our Chief Technology Officer, will also participate in the "Reshaping Private Market Data Collection with GenAl" panel discussion. If you are planning to attend, stop by and meet the team! #FactSetFocus #GenAI #PrivateMarkets #BuySide #Innovation #AlternativeInvestments #LP #InvestmentManagement #AssetManagement #AssetOwners #FinTech

In case you missed last week's special MasterClass, here's the replay with Findex Chairman, Terry Paule, and host Paul Jansz, as they discussed the Growth of Top 5 Firm, Findex. It was a fantastic MasterClass, here's a bit what you will hear. - The change from Crowe, to Findex; the systems, processes, tech, and culture into building a new brand. - The Findex brand… the strategy behind the brand, and why. - Re-defining the accounting industry. - How tech is driving the future of Findex. - The client focus, how important it is to the Findex brand. - The term, Wealth Accounting, the importance of it. - The capital partners, KKR, and Mercury Capital. - The end game, is there one… and more! Richard Croaker Delia MacKenzie Michael Domingo Annalyn Bejec Paul Jansz James Hey Michael Partis Warwick Cavell #masterclass #profitmasterglobal #findex #pauljansz

📢 Feature Request for Tickertape: Sort by P/L Percentage for Holdings 📊 Hello Tickertape team, As a premium customer, I have been greatly enjoying the powerful tools and insightful data that Tickertape offers for managing my stock portfolio. However, I believe there's an opportunity to further enhance the user experience. Currently, the sorting feature for holdings is based on the actual profit/loss amount. While this is useful, it would be incredibly beneficial to have the option to sort holdings by the percentage change in P/L. This feature would allow users to quickly identify which investments are performing well relative to their cost, providing a more proportional view of performance. By sorting on P/L percentage, investors can better evaluate their portfolio's health and make more informed decisions. It's a small tweak that could make a significant difference in the way we analyze our investments. Looking forward to seeing this feature implemented soon! #Tickertape #StockMarket #Investment #PortfolioManagement #FeatureRequest #FinTech

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🚨 Final Call! Don't miss out on the "𝐌𝐢𝐧𝐝𝐬 𝐚𝐧𝐝 𝐌𝐚𝐜𝐡𝐢𝐧𝐞𝐬" webinar on Tuesday, August 6th!   📅 Date: Tuesday, August 6th 🕒 Time: 10:10 a.m. CET (9:10 a.m. BST) Join our founder, Thomas Oberlechner, PhD, as he uunveils how BehaviorQuant's advanced behavioral #FinTech is revolutionizing finance for advisors, asset managers, and more! 🔗 Register here: https://lnkd.in/dDYZyWA7 See you there! #BehavioralFinance #Finance #Investing #Webinar #BehaviorQuant

Spotlight on Spot ETFs: Navigating Regulatory Waters, Innovating for Success, and Driving Market Growth! Thank you for an illuminating discussion featuring industry trailblazers: 🌟 Jessie Huang, Head of Institutional Sales at HashKey Group 🌟 Sylvia To, Head of Token Insights & Partnership at Bullish 🌟 Ms. REN JUNFEI, Partner & CEO at Pando Finance 🌟 Andrew Baehr, CFA, Head of Product at CoinDesk Indices 🌟 Raghu Yarlagadda, Co-founder & CEO at FalconX Together, we'll unravel the complexities of the regulatory landscape, explore innovative approaches, and examine strategies for driving widespread adoption of Spot ETFs. #SpotETFs #RegulatoryChallenges #Innovation #MarketGrowth

If you are planning to attend or if you happen to be in the Times Square area today, tomorrow or Wednesday, stop by and meet three of my partners and hear about the lastest #fintech trends and developments.

👨🏼💻 New Tech Innovations in Proxy Voting   At a recent panel session at the CII Fall Conference in Brooklyn, industry leaders discussed how cutting-edge technology is reshaping proxy voting, reducing errors and costs, and increasing transparency in proxy voting.   Our COO, Jonathan Smalley and other panel members were featured in a BoardIQ article on this topic.   Check out the article to learn how technology is not only streamlining voting but also cutting costs, especially for large-scale holders like ETFs. 🔗 https://lnkd.in/g6Xn_WH7   #ProxyVoting #FinTech #MutualFunds

📣 OUR NEW FEATURES PAGE IS LIVE! Check out our website's upgrade to explore demos of the product from an end-user perspective, including personalized newsfeeds, benchmarked portfolios, real-time interactions with like-minded investors, and much more. Link in comments below ⤵  #SocialTrading #Fintech

Last month, there were 232 unique companies with sell-side indications of interest (IOIs) on Forge – an all-time high that suggests a new supply of private companies coming to market for investors to consider. Read more in our latest Private Market Update at https://buff.ly/3xgFZ24 #ForgeGlobal #privatemarkets #fintech #data