Tagged: structured investments

Alternative Investments: iCapital Launches Architect, a Portfolio Analytics Tool for Financial Professionals

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool that empowers financial advisors “to build robust, personalized client portfolios incorporating alternatives and structured investments.” Advisors can use Architect – which “combines… Read More

Profile Software Selects Axia by Cirdan Capital, a UK Fintech Focused on Structured Investments

Profile Software, the financial solutions provider, recently announced the selection of Axia by Cirdan Capital, a Fintech company in the UK (established in 2014), which mainly specializes in the issuance of structured investment products, in order to complete the proprietary tech of its platform. This… Read More

Envestnet Teams Up with Fintech SIMON to Enable Advisors with Providing Structured Investments as Fee-Based Solutions

Envestnet, Inc. (NYSE: ENV) announces that it is teaming up with SIMON Markets LLC in order to provide  access to, and the management of structured investments that can offer income and protection strategies for customer portfolios. As mentioned in the announcement, Envestnet’s integration plan should… Read More

Monaco-based Fintech Privatam Is Expanding its Operations by Offering Services in Dubai

Monaco-based Fintech Privatam is expanding its operations by offering its services in Dubai. The company notes that the Middle Eastern city is a major regional financial and commercial hub and a key contributor to global capital markets.  Privatam’s founders (who are fellow investment bankers) include… Read More

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