Wealth Dynamix Now Available on Temenos Exchange
- 9 months 3 weeks ago
- Investment Management
Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.
Zelig Advises Accelex on $15M Series A led by FactSet
- 1 year 2 weeks ago
- Investment Management
Zelig is delighted to announce that it has acted as sole financial advisor to Accelex, a leading provider of AI automation for private markets data acquisition, reporting and analytics, on its $15 million Series A funding round led by FactSet.
Two Thirds of UK Investors Comfortable Using AI for Investment Advice
- 1 year 3 weeks ago
- Investment Management
The majority of UK investors are comfortable with AI being used in the investment process, according to Avaloq, a global leader in digital banking solutions and wealth management technology. That includes more than two thirds (69%) of investors who would accept AI support in providing investment advice.
Zerich Securities Rebrands into Mind Money, an Innovative European Investment Technology Hub
- 1 year 3 weeks ago
- Investment Management
Zerich Securities, a prominent name in investment and finance since 2010, proudly announces its rebranding to Mind Money, marking a significant shift towards innovation and data analytics in the financial landscape. With a refreshed vision and a dynamic approach, Mind Money is set to revolutionize how individuals and institutions engage with financial markets.
Investment Metrics Launches Liability Reporting as Part of its Portfolio Analytics and Reporting (PARis) Product
- 1 year 2 months ago
- Investment Management
Investment Metrics, a Confluence company, the leading global provider of investment analytics, reporting, and data solutions, today announced the availability of liability reporting in its Portfolio Analytics and Reporting (PARis) solution. This new capability gives Investment Consultants and Asset Owners a more comprehensive and balanced view of their Pension plans, while significantly improving institutional plan analysis and reducing manual... more
Arendt Services Taps Fenergo to Deliver Game-changing Investor Experiences
- 1 year 2 months ago
- Investment Management
Arendt Services, today announces a partnership with Fenergo to deliver its investment management clients a best-in-class, investor lifecycle experience.
Airwallex and Public Partner to Minimise FX Costs for UK Investors Purchasing U.S.-based Equities
- 1 year 2 months ago
- Investment Management
Airwallex, a leading global payments and financial platform for modern businesses, today announced its partnership with Public, a U.S.-based multi-asset investing platform, to minimise conversion costs for UK investors when purchasing U.S.-based equities on the Public app.
Mangold Fondkommission Chooses Crosskey for Integrated Investment Management Solution
- 1 year 2 months ago
- Investment Management
Investment Management firm Mangold Fondkommission has signed an agreement for use of Crosskey’s SaaS-based service for Wealth Management and Capital Markets, replacing incumbent solutions provided by other suppliers as well as numerous components developed in-house.
Plum Launches News to Keep Investors in the Know
- 1 year 3 months ago
- Investment Management
Plum, the smart money app, has added financial and business news functionality to its innovative investment platform. The news content is delivered by AI and machine-learning fintech CityFALCON.
Confluence Unveils AI Strategy to Deliver Real Impact for the Investment Management Industry
- 1 year 4 months ago
- Investment Management
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider to the investment management industry, today announced the first development out of its innovation lab that leverages AI technology to solve complex industry problems.
Arcesium and Confluence Partner to Deliver Efficiencies for the Buyside
- 1 year 4 months ago
- Investment Management
Arcesium, a leading global financial technology firm, and Confluence, a leading global technology solutions provider for the investment management industry, today announced a partnership to deliver an integrated data management and analytics solution for middle/back-office operations for asset managers, built to bring workflow efficiency in performance, risk, and regulatory reporting.
PEXA Picks Leeds for New UK HQ as it Continues to Invest in the Region
- 1 year 5 months ago
- Investment Management
PEXA, a world-leading technology provider, behind the world’s first digital property exchange process, has today announced it has chosen 114 Wellington Street in West Village, Leeds, for its new UK headquarters. PEXA will collaborate with the West Yorkshire Combined Authority as it sets up its new headquarters and prepares to invest in the region and its workforce.
Bling and Evergreen Join Forces to Offer a Family-friendly Investment Experience
- 1 year 5 months ago
- Investment Management
Bling, Europe's first Family-FinTech, is opening up the capital market to families. With Bling's new SavingsTrees, German families can now invest sustainably starting from just 1€ per month. Until now, Bling has provided families with the means to manage their finances and teach their children responsible money management through an educational app and prepaid card. Now, investing becomes simple and family-friendly.
Investment Platform Continues Strong Growth on All Fronts
- 1 year 5 months ago
- Investment Management
Investment Platform Third Financial (Third) today announces a further three new business wins in the first four months of 2023 as it continues to be recognised as the best partner for wealth managers and advisers looking for a platform for growth. Third also recently reported a 35% increase in revenue in the financial year ending December 2022.
