Service Provider News- Page 7 of 25

Service Provider News

October 11, 2022

Infinity Financial Deploys on the Alternative Investment Exchange (AIX) Platform

Infinity Financial Deploys on the Alternative Investment Exchange (AIX) Platform October 11, 2022 | AIX Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, announced that Infinity Financial Services (“Infinity”) is now live on AIX’s alternative investment platform. As an independent broker dealer dedicated to building a robust…

October 6, 2022

Peachtree Joins the Alternative Investment Exchange Platform

Peachtree Joins the Alternative Investment Exchange Platform October 6, 2022 | AIX Peachtree Hotel Group ("Peachtree") has selected the Alternative Investment Exchange's AIX Platform as the primary electronic platform provider to streamline the investment processes for its independent broker-dealer and registered investment advisor partners. This enterprise technology allows Peachtree to confirm its client's product structures,…

October 4, 2022

CAIS Hires Advisor I/O’s Alex Cavalieri as Director of Marketing Operations

CAIS Hires Advisor I/O’s Alex Cavalieri as Director of Marketing Operations October 4, 2022 | Diana Britton | WealthManagement.com Alex Cavalieri, the co-founder and former head of strategy at Advisor I/O (formerly Seven Group), has left the financial advisor marketing platform to join CAIS, as director of marketing operations. Cavalieri is best known for building…

October 4, 2022

Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally October 4, 2022 | iCapital® Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries to provide wealth…

October 3, 2022

CAIS Summit Announces Final Lineup as Interest in Alternatives Soars Among Financial Advisors

CAIS Summit Announces Final Lineup as Interest in Alternatives Soars Among Financial Advisors September 29, 2022 | CAIS CAIS, the leading alternative investment marketplace for independent financial advisors, today announced the final agenda for its inaugural Alternative Investment Summit, which will take place October 17 to 19, 2022 at the Beverly Hilton in Los Angeles,…

October 3, 2022

SS&C Rolls Out Unified SS&C Blue Prism Intelligent Automation Platform

SS&C Rolls Out Unified SS&C Blue Prism Intelligent Automation Platform October 3, 2022 | SS&C SS&C Technologies Holdings, Inc.(Nasdaq: SSNC) today announced at its SS&C Deliver Conference the rollout of its intelligent automation portfolio under the SS&C Blue Prism brand. SS&C Blue Prismcombines RPA, BPM and low and no-code capabilities to provide a comprehensive menu…

September 28, 2022

Is the Market Ripe for Investing in Farmland?

Is the Market Ripe for Investing in Farmland? September 28, 2022 | John Rickman | Altigo As market worries deepen and faith in the 60/40 rule recedes, wealth managers are looking for new ways to balance and bolster client portfolios, with many pivoting to alternative investments as an option. Recent federal data suggests that investing…

September 22, 2022

iCapital® and Tikehau Capital Announce Partnership to Broaden Wealth Managers’ Access to Private Markets across EMEA

iCapital® and Tikehau Capital Announce Partnership to Broaden Wealth Managers’ Access to Private Markets across EMEA September 15, 2022 | iCapital Tikehau Capital (Paris:TKO), the global alternative asset manager, and iCapital[1], the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced a partnership to…

September 6, 2022

Phoenix American Releases White Paper on Operational and Strategic Considerations for Investment Fund Managers in Uncertain Economic Times

Phoenix American Releases White Paper on Operational and Strategic Considerations for Investment Fund Managers in Uncertain Economic Times September 2, 2022 | Phoenix American Report Provides Insights and Data on Interest Rates, Consumer Sentiment and Investor Perspective Phoenix American, a full-service fund administration provider for alternative investment funds, has published a new white paper examining…