KY3P® by IHS Markit Adds Shared Assessments’ Standardized Information Gathering Questionnaire
- 7 years 3 months ago
- Asset Management
IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions, today announced the addition of Shared Assessments’ Standardized Information Gathering (SIG) questionnaire to its Know Your Third Party Risk Management platform (KY3P®).
Cape Ann Asset Management Implements INDATA iPM Software Suite
- 7 years 3 months ago
- Asset Management
INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that Cape Ann Asset Management has implemented INDATA’s iPM software suite on a front-to-back office basis.
Australia's ClearView Selects Iress Prime for Scaled Advice
- 7 years 3 months ago
- Wealth Management
IRESS today announced that ASX-listed wealth management, financial advice and insurance group, ClearView, has selected XPLAN Prime as its objectives-based, scaled-advice solution.
Pictet Deploys Commcise Broker Research Platform
- 7 years 3 months ago
- Asset Management
Commcise, the multi award-winning provider of integrated commission management and research evaluation solutions for investment management firms, today announced the successful implementation of CommciseBUY at Pictet Asset Management (Pictet AM) who manage over EUR150bn in a range of asset classes globally.
JHC Launches Risk Analytics Tool for Wealth Managers
- 7 years 3 months ago
- Wealth Management
Wealth management fintech firm, JHC Systems (JHC) has today announced the launch of its digital risk analytics tool available through JHC Neon (Neon).
Thomson Reuters signs three more buy-side clients for KYC platform
- 7 years 3 months ago
- Investment Management
Thomson Reuters today confirmed that three additional European financial institutions serving the buy-side investment sector have adopted its Org ID Know Your Customer (KYC) platform for due diligence.
FlexTrade Launches Best Execution Platform Website
- 7 years 3 months ago
- Asset Management
FlexTrade (@FlexTrade), a global leader in multi-asset execution and order management systems, today announced the launch of a Best Execution Platform website to showcase the company’s new, comprehensive approach to ensuring Best Execution is planned, monitored and proven during the full trading life cycle.
Fidelity Partners Coinbase for Digital Asset Tracking Trial
- 7 years 3 months ago
- Asset Management
As digital assets continue to proliferate, they are becoming much more widely accepted. Should a person’s digital asset holdings be a part of their overall financial picture? In an effort to find out, Fidelity Labs, the R&D and innovation unit of Fidelity Investments, today launched an experiment with digital assets, accessible by the majority of Fidelity customer households across the country with Coinbase® wallet accounts.
Dinosaur Merchant Bank Taps InvestCloud Digital Platform for Wealth Management
- 7 years 4 months ago
- Wealth Management
InvestCloud Inc., a global FinTech firm, has been appointed by Dinosaur Merchant Bank Ltd. to provide the new digital platform for the Bank’s European and Latin American wealth management customers. The Bank will be using InvestCloud’s flagship client portal solution, Blue.
Pzena Investment Management to Integrate INDATA’s New Epic Data API Solution
- 7 years 4 months ago
- Investment Management
INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that Pzena lnvestment Management has expanded its usage of INDATA’s Intelligent Portfolio Management® software suite by upgrading to Epic Data API, a new solution launched in May 2017.
NRI and Mizuho Bank Complete Research Addressing Applications of AI in Eliminating Tedious Derivative Contract Procedures
- 7 years 4 months ago
- Artificial Intelligence, Trading Systems, Derivatives and OTC Derivatives, Investment Management
Nomura Research Institute, Ltd. (NRI), a leading provider of consulting services and system solutions, in collaboration with Mizuho Bank, Ltd., today announced the completion of a proof-of-concept (PoC) project developed to examine the applications of artificial intelligence (AI) solutions for derivative contract operation.
Investing App Acorns Teams Up with PFM Firm Clarity Money
- 7 years 4 months ago
- Investment Management
Acorns, the country’s fastest-growing micro-investing app with more than 2 million accounts, today announced its partnership with Adam Dell’s Clarity Money, the personal finance app that acts as the “Champion of your Money.” Through the partnership, Clarity Money customers can easily become Acorns investors and take advantage of Acorns automated investing features. Existing Acorns investors also benefit by being able to see a snapshot of their... more
Desjardins Implements Eagle Investment Fund Accounting Tech
- 7 years 4 months ago
- Investment Management
Eagle Investment Systems LLC, a BNY Mellon company and leading provider of financial services technology, announced today that Desjardins Group ("Desjardins"), has implemented Eagle's investment fund accounting solution. Desjardins has previously deployed Eagle Accounting for Desjardins Asset Management in 2011. The new implementation on behalf of Desjardins allows the larger organization to benefit from new efficiencies that stem from managing... more
Eagle Fund Accounting Solution Implemented by Desjardins
- 7 years 4 months ago
- Investment Management
Eagle Investment Systems LLC, a BNY Mellon company and leading provider of financial services technology, announced today that Desjardins Group (“Desjardins”), has implemented Eagle’s investment fund accounting solution. Desjardins has previously deployed Eagle Accounting for Desjardins Asset Management in 2011. The new implementation on behalf of Desjardins allows the larger organization to benefit from new efficiencies that stem from managing... more
Ditto Bank goes live with Profile's AcumenNet Solution
- 7 years 4 months ago
- Treasury
Profile Software, an international financial solutions provider, announced today the successful go live of Ditto Bank, powered by Banque Travelex S.A., a Paris-based company. Ditto Bank, a differentiated digital bank, apart from managing their core banking operations via FMS.next, also utilise the Treasury functionality of AcumenNet by Login SA, a Profile company, providing an integrated platform.
