AdvisoryWorld Financial Technology

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AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals. The company's applications feature portfolio modeling, investment analysis, asset allocation, optimization, detailed cash flows, Monte Carlo simulation, security screening, style and factor analysis. Among the platforms more than 50 FINRA compliant and client-ready reports are a customizable Proposal and an Investment Policy Statement. The application is fully integrated with leading Performance Reporting and CRM software including Albridge Wealth Reporting, Orion Advisor, eMoney Advisor, Salesforce and Redtail.

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CRUDE PRICES BOUNCE UP WITH U.S. STOCK MARKETS AFTER VIRUS-RELATED SELLOFF

Reuters | January 28, 2020

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Oil futures edged up on Tuesday after falling for five days, bouncing up with Wall Street, and crude also drew support from talk that OPEC and its allies might tighten the market amid fears the coronavirus could weigh on oil demand. “WTI is correlating to U.S. equities, which are stronger,” said Bob Yawger, director of energy futures at Mizuho in New York. Stronger equities can indicate economic strength and, therefore, a better demand outlook for crude. U.S. stocks rose as gains in ...

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Core Banking

SMBC GROUP TO LAUNCH JENIUS BANK™, A NEW DIGITAL CONSUMER BANKING BUSINESS IN THE U.S.

SMBC Group | August 25, 2022

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Sumitomo Mitsui Financial Group, Inc. (SMFG, President and Group CEO Jun Ohta, together with subsidiaries SMBC Group) announced today that it will strengthen its presence in the U.S. with a new digital consumer banking business. Jenius Bank™ will launch and operate as a new division of Manufacturers Bank, a California state-chartered bank that is a wholly-owned subsidiary of SMBC Group. Jenius Bank will launch in the coming months with personal loans and then expand its offe...

Read More

STOCKS - WALL STREET OPENS HIGHER BUT APPLE, GM TEMPER VIRUS HOPES

Investing.com | April 27, 2020

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U.S. stock markets opened higher on Monday, as negative news surrounding Apple (NASDAQ:AAPL) and General Motors (NYSE:GM) tempered hopes fanned by the partial easing of lockdown measures in New York and Europe. By 10:10 AM ET (1410 GMT), the Dow Jones Industrial Average was up 173 points or 0.7% at 23,948 points. The S&P 500 was up 0.9% and the Nasdaq Composite was up 1.2%. Apple (NASDAQ:AAPL) stock lagged the market, rising only 0.1%, after it was reported by the Wall Street J...

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REVOLUT LAUNCHES EXPENSE-SPLITTING FEATURE

PYMNTS | August 19, 2020

news image

Revolut Ltd., the British financial technology (FinTech) company, has introduced what it describes as a simple way to track, split and settle expenses instantly, in one place. Group Bills promises to ease the management of group expenses. Instead of splitting one bill at a time, the platform allows customers to stay on top of shared expenses with roommates. With the new service, users add bills to their “group” and track them in one place. When it’s time to make payments, the a...

Read More
news image

CRUDE PRICES BOUNCE UP WITH U.S. STOCK MARKETS AFTER VIRUS-RELATED SELLOFF

Reuters | January 28, 2020

Oil futures edged up on Tuesday after falling for five days, bouncing up with Wall Street, and crude also drew support from talk that OPEC and its allies might tighten the market amid fears the coronavirus could weigh on oil demand. “WTI is correlating to U.S. equities, which are stronger,” said Bob Yawger, director of energy futures at Mizuho in New York. Stronger equities can indicate economic strength and, therefore, a better demand outlook for crude. U.S. stocks rose as gains in ...

Read More
news image

Core Banking

SMBC GROUP TO LAUNCH JENIUS BANK™, A NEW DIGITAL CONSUMER BANKING BUSINESS IN THE U.S.

SMBC Group | August 25, 2022

Sumitomo Mitsui Financial Group, Inc. (SMFG, President and Group CEO Jun Ohta, together with subsidiaries SMBC Group) announced today that it will strengthen its presence in the U.S. with a new digital consumer banking business. Jenius Bank™ will launch and operate as a new division of Manufacturers Bank, a California state-chartered bank that is a wholly-owned subsidiary of SMBC Group. Jenius Bank will launch in the coming months with personal loans and then expand its offe...

Read More
news image

STOCKS - WALL STREET OPENS HIGHER BUT APPLE, GM TEMPER VIRUS HOPES

Investing.com | April 27, 2020

U.S. stock markets opened higher on Monday, as negative news surrounding Apple (NASDAQ:AAPL) and General Motors (NYSE:GM) tempered hopes fanned by the partial easing of lockdown measures in New York and Europe. By 10:10 AM ET (1410 GMT), the Dow Jones Industrial Average was up 173 points or 0.7% at 23,948 points. The S&P 500 was up 0.9% and the Nasdaq Composite was up 1.2%. Apple (NASDAQ:AAPL) stock lagged the market, rising only 0.1%, after it was reported by the Wall Street J...

Read More
news image

REVOLUT LAUNCHES EXPENSE-SPLITTING FEATURE

PYMNTS | August 19, 2020

Revolut Ltd., the British financial technology (FinTech) company, has introduced what it describes as a simple way to track, split and settle expenses instantly, in one place. Group Bills promises to ease the management of group expenses. Instead of splitting one bill at a time, the platform allows customers to stay on top of shared expenses with roommates. With the new service, users add bills to their “group” and track them in one place. When it’s time to make payments, the a...

Read More

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C-Suite On Deck

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Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us