Investment Metrics Announces Strategic Equity Partnership with Resurgens Technology Partners and HarbourVest Partners
- 7 years 4 months ago
- Investment Management
Investment Metrics, a leading provider of performance measurement, investment analytics, risk attribution, market intelligence and reporting software to the investment management industry, today announced that it has received a significant equity investment from Resurgens Technology Partners and HarbourVest Partners. The new partnership will enable Investment Metrics to make continued investments in its existing solutions and to support its... more
Appway Wins Private Banker International’s 2017 Award for Outstanding Wealth Management Technology Provider – Middle Office
- 7 years 4 months ago
- Wealth Management, Banking
Appway was awarded “Outstanding Wealth Management Technology Provider – Middle Office” for the very first time at the 4th annual Private Banker International Awards. The prestigious event, held on June 8 at the Waldorf Hilton in London, awards accolades to those that demonstrate innovation and distinction among their peers in private banking.
BlueRock Wealth Management Offers Digital Safekeeping with FutureVault
- 7 years 4 months ago
- Wealth Management
BlueRock Wealth Management Inc., a trusted wealth management firm that provides personalized financial advice and services, has announced that it is offering FutureVault’s Digital Collaborative Vault – called the BlueRock Vault – as an exclusive service to its executive and high-net-worth clients.
Trade With Oanda Directly From Tradingview Charts
- 7 years 4 months ago
- Asset Management
A global leader in online multi-asset trading services, OANDA has further strengthened their relationship with one of the world’s largest and fastest-growing social networks for traders, TradingView, enabling mutual clients to trade directly from tradingview.com charts using their OANDA account.
Acorns Goes Green with Launch of Sustainable Investment Portfolio
- 7 years 4 months ago
- Investment Management
Micro-investing app, Acorns, has highlighted its commitment to sustainability with the launch of a new, socially responsible investment portfolio, available from today. Following regular feedback from users, Acorns Australia customers will now have access to the Emerald Portfolio, an investment option designed to meet environmental, social and corporate governance standards. Acorns Australia CEO and Managing Director, George Lucas said the... more
Client Assets on Digital Advice Platforms Forecast to Exceed $400 Billion by End of 2018
- 7 years 4 months ago
- Asset Management
A new wave of robo-advisors, an increasing number of partnerships between wealth managers and widespread usage of inorganic intelligence will drive significant change and opportunities for the wealth management industry in 2017 and beyond, according to a new report developed by Broadridge Financial Solutions, Inc. (NYSE:BR) in association with Aite Group.
Asset Control Ranked As Point Solution Provider In Chartis RiskTech Quadrant® For Sell-Side Risk Management Systems 2017
- 7 years 4 months ago
- Asset Management, Data
Asset Control, the leading provider of financial data management solutions, is proud to announce its ranking as a point solution provider in the Chartis RiskTech Quadrant for Sell-Side Risk Management Systems 2017. In the executive summary to this new report, Chartis Research highlight how “a number of regulatory and business developments have had a profound effect on the industry, transforming the requirements sell-side firms have of their... more
Commcise Collaborates with RBC on MiFID-ready Research Payments Tool
- 7 years 4 months ago
- Investment Management
Commcise, the multi award-winning provider of integrated commission management and research evaluation solutions for investment management firms, today announced a partnership with Royal Bank of Canada (RBC), an A-rated bank and one of North America's leading diversified financial services companies. The two companies will provide a technology and service offering that enables research funds to be held in a segregated Research Payment Account... more
IFC Invests in LMRKTS
- 7 years 4 months ago
- Investment Management
International Finance Corporation (“IFC”), a member of the World Bank Group, and LMRKTS are pleased to announce an equity investment by IFC in LMRKTS to help expand LRMKTS into the emerging markets.
Linedata Mfact Builds Interface to Electra Reconciliation
- 7 years 4 months ago
- Investment Management
Linedata, the global solutions provider dedicated to the investment management and credit industries, and Electra Information Systems (Electra), the leading provider of state-of-the-art reconciliation solutions for the asset management industry, today announced the integration of Electra Reconciliation and Linedata Mfact, Linedata’s global fund accounting solution.
HKSTP and HKEx Introduce Road to IPO Platform
- 7 years 4 months ago
- Investment Management
Hong Kong Science and Technology Parks Corporation (HKSTP) and Hong Kong Exchanges and Clearing Limited (HKEX) today jointly announced the launch of their Road to IPO platform, a move that further strengthens Hong Kong as a technology investment hub.
PrivateMarket.io Enlists Symbiont for Alternative Investment Marketplace for Close-end Funds
- 7 years 4 months ago
- Investment Management
Hong Kong-based PrivateMarket.io and Symbiont today announced an agreement to build an alternative investment marketplace for closed-end funds using Symbiont’s SmartSecuritiesTM software. Terms were not disclosed.
InvestCloud Wins Landmark Deal with South African Wealth Manager
- 7 years 4 months ago
- Investment Management
InvestCloud Inc., a global FinTech firm, has been appointed by Anchor Private Clients, the private client division of JSE-listed Anchor Group, to provide digital client communication and client reporting solutions. This latest global success for US-headquartered InvestCloud in Africa builds on recent new customer contracts signed in Europe and Asia.
Red Deer and Westminster RPA Collaborate on Research Valuation for MiFID II
- 7 years 4 months ago
- Asset Management
Red Deer, a next-generation financial technology company dedicated to enhancing the performance of active investment managers, and Convergex’s Westminster RPA, today announce that they are working together to provide an end-to-end MiFID II solution for the asset management industry.
Cartwright goes live with RiskFirst’s risk analytics platform
- 7 years 4 months ago
- Asset Management, Investment Management, Risk Management, Risk Management
Cartwright, an actuarial and investment consultant for occupational pension schemes, has adopted RiskFirst’s PFaroe to model scheme assets and liabilities. This enables objectives to be better defined and achieved through clear and timely analysis of investment and contribution strategies. Daily tracking of asset switch triggers empowers schemes to quickly seize opportunities when they arise.
