Canoe Intelligence Enables VRGL to Streamline Multi-Asset Analysis for Wealth Management Clients
- 2 years 1 month ago
- Asset Management
Canoe Intelligence (“Canoe”), the financial technology company powering alternative investment intelligence, today announced a new partnership with VRGL, a provider of institutional-grade analytics and automated data extraction to the wealth management industry.
Nine Nut of 10 Wealth Management Clients Want Access to Private Markets, as They Seek to Mitigate Political Risk from Portfolios
- 2 years 1 month ago
- Wealth Management
Private markets are now a core component of a holistic wealth management service, with 94% of firms either already offering clients access to these investments or working towards it. As public markets have remained highly volatile in 2022, 65% of firms have transacted more than five alternative assets deals in the last 12 months, with 38% of managers involved in more than 20 deals.
Dragonfly Financial Technologies Launches FinTech Integration Centre
- 2 years 1 month ago
- Treasury
Dragonfly Financial Technologies Corp., a digital banking and treasury management FinTech, today announced its FinTech Integration Center, which provides banks with secure, seamless connections to leading
Exactpro and BNY Mellon Win Swift Hackathon 2022 in Digital Assets Ownership and Interoperability Challenges
- 2 years 1 month ago
- Asset Management
Exactpro, an independent software testing services provider for financial market infrastructures, is honoured to be recognised winner of the Digital Assets Ownership challenge of the Swift Hackathon 2022 alongside BNY Mellon prevailing in the Interoperability challenge.
Mintus Announces Partnership with Amicorp to Expand Global Reach
- 2 years 1 month ago
- Wealth Management
Mintus, the fractional art investment platform, today announced its first major partnership in the discretionary fund management and wealth management sector as it seeks to expand its global reach.
Metaverse VP Bails to Lead Stripe’s Revenue and Financial Management
- 2 years 1 month ago
- Management
Stripe has appointed Microsoft and Meta veteran Vivek Sharma as its first head of revenue and financial management. In the new role, Sharma will oversee an increasingly important part of Stripe's business as it continues to expand beyond payments and become a financial one-stop shop for internet businesses. Among the products under his command will be Stripe Billing, Stripe Invoicing, Stripe Tax and Revenue Recognition.
Vestd Simplifies SEIS/EIS Advance Assurance after Budget Extension
- 2 years 1 month ago
- Management
Equity management platform Vestd has announced its latest offering to provide founders with the easiest way to apply for advance assurance from HMRC for the Seed Enterprise Investment Scheme (SEIS) and Enterprise Investment Scheme (EIS). In the September mini-budget, the Chancellor announced the extension of EIS beyond 2025 and major changes to the SEIS from April 2023.
UBCI Selects Profile Software’s Treasury Management Solution
- 2 years 1 month ago
- Treasury
Profile Software, a leading financial solutions provider, has announced today that UBCI (Union Bancaire pour le Commerce et I’Industrie) has selected Acumen.plus, the internationally implemented Treasury Management solution, to effectively cover the entire spectrum of treasury and streamline their operations in the most efficient way.
TripActions’ All-in-One Platform Increases Valuation to $9.2B
- 2 years 1 month ago
- Fund Management
TripActions, the all-in-one travel, corporate card, and expense management company, today announced its Series G financing at a post-money valuation of $9.2 billion. The raise, a combination of $154 million in equity from new and existing financial investors as well as a $150 million structured capital transaction led by Coatue, marks the third financing round for the company in three years.
Xpence - the Financial Management Platform Empowering MENAP SMEs- Launches its Expense Management Solution in the UAE
- 2 years 1 month ago
- Management
Xpence - the MENAP regions first financial management platform with embedded business banking solutions for SMEs - announces the launch of its expense management solution in the UAE – the second of five strategic markets it plans to launch in over the next 18 months.
Evelyn Partners Strengthens Bestinvest Commercial Team Following Transformation to Hybrid Platform
- 2 years 1 month ago
- Wealth Management
Leading UK wealth manager Evelyn Partners has invested further in its revamped retail investing platform Bestinvest with a number of strategic marketing and commercial appointments.
Third Financial Pushes to Modernise Advice Sector with 2-way Intelliflo Integration
- 2 years 1 month ago
- Wealth Management
Third Financial, the investment platform trusted by more than 70 wealth managers and IFAs, has developed a market-leading 2-way integration with intelliflo office (io), as part of Third’s efforts to help advisers simplify and scale their businesses.
Delio Achieves Double Award Success at Fintech Awards Wales 2022
- 2 years 1 month ago
- Wealth Management
Delio has been named Fintech Exporter of the Year and Fintech Company of the Year at the Fintech Award Wales 2022. The awards, which celebrate the achievements of companies and individuals operating within Wales’ thriving fintech ecosystem, took place in front of a capacity audience at Tramshed in Cardiff on 6 October.
Azentio Software Wins Best Wealth & Investment Technology Company Award at MEA Finance’s Wealth & Investment Summit & Awards
- 2 years 1 month ago
- Wealth Management
Azentio Software (“Azentio”), a Singapore-headquartered technology firm owned by funds advised by Apax Partners, announced today that it has won the ‘Best Wealth & Investment Technology Company’ award at the Wealth & Investment Summit & Awards 2022, for the MFund PlusTM Investment Management Suite, its flagship software product for capital markets.
Phundex Delivers Additional Platform Functionality, Enhanced Pathways and More Comprehensive Helpdesk Content
- 2 years 1 month ago
- Management
Phundex is pleased to announce a significant release, in line with the product roadmap of regular enhancements planned for 2022. We focus on client-driven design and functionality. Regular feedback and requests from clients have shaped the enhancements delivered in this latest release.
