Posts Tagged: OASIS

CBXmarket Named as Finalist for 2019 WealthManagement.com Industry Awards

Posted filed under Financial Services.

CBXmarket is pleased to announce being named a finalist for the 2019 WealthManagement.com Industry Awards. The company was shortlisted among six finalists for the Technology Providers: Innovation Platform category, which “celebrates the companies, individuals and organizations that demonstrate outstanding achievement in support of financial advisor success,” according to WealthManagement.com. The nomination process recognized enhancements deployed… Read more »

CBXmarket Launches Rules-Compliant Fixed Income Portfolio Optimization Module

Posted filed under Financial Services.

The scope of the debt markets lends itself to the application of optimization algorithms that can synthesize mass quantities of information more efficiently than human analysts. However, legacy approaches to portfolio optimization designed for the equity markets struggle to account for structural nuances in the bond markets. Leveraging their fixed income expertise, CBXmarket’s team developed… Read more »