Displaying items by tag: software

Wednesday, 03 November 2021 19:51

Moody’s Takes PM Software to the Next Level

Moody’s Analytics launched a new platform called PortfolioStudio which is a cloud-based portfolio management tool with risk analysis built in. Moody’s staff say the tool will improve efficiently and allow managers to assess risks in their investments. PortfolioStudio will be a part of the Moody’s ‘ecosystem’ meaning it will share data, models, and assumptions across their applications, and will provide insights to their clients. They view their risk expertise as a natural fit for portfolio management and that the technology will benefit their clients.


FINSUM: Integrating credit and ratings features is a boost that Moody’s can add for their clients and gives them an edge over similar portfolio management platforms.

Published in Wealth Management
Friday, 22 October 2021 17:46

A New Solution for Capital Allocation

Sommelier is a unique new start-up that is automizing DeFi portfolio, and it just got a huge influx in funding. Sommelier raised $23 million in their series A led by Polychain Capital. Sommelier is a software company that has developed tools to automate liquidity management without the typical middleman. The DeFi is shaping the financial world in a way traditional finance can’t and using software to enact strategies that develop and test capital allocation. Sommelier is already giving liquidity providers tools to optimize placement and concentration in liquidity pools and this further funding will add to their to the kit they have for liquidity providers.


FINSUM: This is a big step in liquid automation, and will improve the efficiency in the crypto DeFi world.

Published in Wealth Management
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