Predictive News Sentiment for Quantitative Strategies and Alpha Generation

Aisot Technologies, a leader in advanced artificial intelligence solutions for professional and institutional investors, is excited to announce the launch of its latest innovation – the AI Insights Platform for Equities. This state-of-the-art platform is designed to transform the way investors design, validate, and customize investment strategies at scale, providing unprecedented actionable, real-time analytical capabilities and insights for the stock market.

In 2019, 2020, 2021, 2022, and now 2023 OnePlan was awarded the Global Microsoft Project and Portfolio Management Partner of the Year award and finalist for demonstrating breakthrough customer impact and solution innovation.

OnePlan's AI-Enabled Strategic Portfolio and Work Management Platform

Global Strategic Portfolio Management software provider OnePlan is expanding into the UK with the launch of a new office

Aldrich joins as the firm continues to grow its service offering and expand its footprint nationally in the coming years.

Katzenstein to build out Parallel's Trust Services offering.

Milner brings extensive experience in helping clients gain and maintain financial security through life transitions.

Demonstrating a deep commitment to their partner and referral channel business, Carrier brings over 18 years of industry experience to put Parallel Advisors on offense.

UC Berkeley Haas School of Business and Harvard University Alumna Has Joined Parallel Advisors as a Wealth Advisor

Nationally recognized financial advisor, Kyle Caouette, CFA®, CFP®, has joined Parallel Advisors as a Wealth Advisor/Shareholder

Honor marks the 11th year Sergio has been named to the prestigious group

During a year that saw the U.S. inflation rate spike to 6.8%, the highest reading since 1982, Red Rock Capital's Commodity Long-Short investment program shined for its investors producing +40.54% returns for the year, net of all fees.

Agreement democratizes financial market access through joint venture with Jack Schwager's Innovative Platform for traders and fund managers.

- Calumet's state-of-the-art underwriting and risk-management expertise will be enhanced by Orthogonal's support.

Altvia wins second award of 2020 for technology platform designed for Private Capital Markets

AET has built a fully digital product for RIAs to manage their customers and automate time-consuming tasks

Holistic Technology Platform Designed for Private Capital Markets Receives International Award

2020 "Wealthies" competition honors outstanding achievements in the financial services industry

Immersive investing education program offered free to high school students

Professional Portfolio Management as an App

Direct-to-Investor evisor.com is a Free, AI-Powered Financial Planning and Low-Cost Investment Management Program

Advisors can now offer custom index strategies with the dual benefit of lower product fees and improved after-tax returns, implemented with intelligent automation.

Partnership illustrates growing advisor demand for more efficient investment management solutions.

Delivering a purpose-built real estate technology solution with Dealpath's cloud platform and Lionpoint's systems integrations services

Fusion technology received numerous updates in 2018, advisor requests continue to drive roadmap.

Integration allows CircleBlack advisors to leverage 55ip's intelligent automation freeing time to build client relationships.

Industry leading fund manager and SEC registered investment firm specializing in asset backed and equipment leasing funds changes name.

The independent awards committee at MIPIM PropTech NYC presented Dealpath with the award for best technology in real estate

ReSolve combines global risk parity with long-short factor investing to maximize returns without relying on expensive stocks and bonds.

KoreConX launches a free Portfolio Management platform for individual investors investing in private companies. This is a first in the marketplace.

CE Series helps Advisors examine the most contentious debates of 2017: the risks in Risk Parity, and the value of valuations.

ImpactAdvisor Now Integrates Factor-Tilt and Smart Beta in Wealth Management Offering

A New and Unique Institutional Grade Social Impact Offering for Financial Advisors and Mainstream Investors

Everplans Professional named "Best New Financial Planning Integration for New Business and Retentions" at 2016 Orion FUSE Conference

New index empowers Advisors and Investors to track their performance against a maximally diversified global portfolio.

Signify Financial Solutions simplifies and reimagines credit, risk, portfolio, and regulatory management

Rare confluence of political and monetary conditions implies exciting prospects for global tactical managers over next three to five years.

Local investment professional joins New York-based investment advisor/broker dealer

ReSolve AM and AdvisorAnalyst.com have combined forces to offer a groundbreaking Masterclass, "A Revolution in Global Asset Allocation." Advisors get their first glimpse into the next generation of portfolio management.

ReSolve Online Advisor to offer investors revolutionary quantitative strategies that target optimal returns with downside risk management.

Local investment professional joins New York-based investment advisor

MIT Team makes it easy: investors can now swipe-right for equality, sustainability and dozens more causes and if, like one prominent New England Quarterback, you consider cola to be 'poison for kids', you have the option to swipe-left on Big Sugar. Impact Labs wants to empower advisory firms with an unprecedented level of portfolio customization.

RiskVal Financial Solutions has enhanced its portfolio service for mortgage securities valuation by integrating The Yield Book's analytics into its flagship product, RVPortfolio.

Ninety two percent of pension fund managers and other institutional investors believe they can realize target returns in five years, considerably higher than the fifty eight percent reported in 2014, according to the 2015 Drapella Capital Management Institutional Investor Report, which includes over 800 respondents in 23 countries.

A newly launched site, Project Journal is a site dedicated to project management professionals. Designed to help in all aspects of a project from portfolio management to commercial development and operations to finance, Project Journal fills a void in the industry where other online journals have made the process of submitting suitable content nearly impossible.

Zen Assets, a UK online wealth management firm established by a former Goldman Sachs banker, is entering the market to offer investors better net-of-fee returns and provide services to clients traditional wealth management ignores.

UMT360 is pleased to announce the release of its newest Enterprise Portfolio Management module, UMT360 Portfolios, which provides up-to-date metrics and complete transparency across portfolios so executives are able to make better business decisions.

The Florida Chapter of Commercial Finance Association ("CFA") is pleased to announce a special South Florida event Tuesday June 10, 2014 featuring well-respected banking educator Donald F. Clarke presenting the "10 Principles of Asset Based Lending.