Investment Platform Continues Strong Growth on All Fronts
- 1 year 8 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.
BNY Mellon Expands LiquidityDirect℠ Platform for Short-Term Investment Products
- 1 year 9 months ago
- Investment Management
BNY Mellon today announced the expansion of its short-term investment platform, LiquidityDirect, to incorporate access to mutual funds, enhanced Focused Investing options, interest-bearing demand deposit accounts and sponsored cleared repo Sweep capabilities to help companies maximize liquidity, manage risks and improve performance.
Stratiphy Launches Investment App Offering Users Investment Algorithms Used by the Best Performing Hedge Funds
- 1 year 9 months ago
- Investment Management
Investment strategy platform, Stratiphy, has announced the launch of its new investment application on the Apple App Store and Google Play. The solution provides users with bespoke investment strategies and insights, democratising access to the approach of professional investors.
Pzena Investment Management Implements Rimes’ Investment Management Platform Matrix
- 1 year 9 months ago
- Investment Management
Pzena Investment Management, LLC, a US-headquartered investment firm, is implementing Rimes' investment intelligence solution Matrix to support its efforts to streamline operations, mitigate risk, and enhance its portfolio optimization capabilities. With the increasing demand for customized versions of core product offerings, Pzena sought a systematic solution that would eliminate manual intervention and provide a scalable solution that could... more
Fintech Investment Slump Should be Welcomed by the Sector, Says Financial Services Leader
- 1 year 9 months ago
- Investment Management
The recent fall in fintech investment will strengthen the financial services sector in the long-term, says a leading financial services figure. Rafal Andzejevski, founder of the London-based financial services provider PayAlly, has argued that a drop in fintech deals last year will expose the weaker players in the industry and encourage organic growth.
Delta Capita Announces New Distributed Ledger Technology Venture with Montis as Anchor Client
- 1 year 9 months ago
- Investment Management
Delta Capita, a leading global capital markets consulting, services and technology provider, has today announced an agreement with Montis Group to become the anchor client for its new Distributed Ledger Services venture. In parallel, Delta Capita has acquired distributed ledger technology from SETL, part of the Colendi Group. Delta Capita will dedicate this technology to building the next-generation capital markets ecosystem.
Hoxton Capital Management Teams Up with Salt Edge to Boost the World of Investments
- 1 year 10 months ago
- Investment Management
Hoxton Capital Management, a borderless financial advisory firm, teamed up with Salt Edge to offer internationally mobile people and expatriates a more comprehensive and detailed view of their finances, helping them make the most informed financial decisions, including investment.
Clearwater Analytics Promotes Scott Erickson to Chief Revenue Officer
- 1 year 10 months ago
- Investment Management
Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced that Scott Erickson has been appointed as the Company’s first Chief Revenue Officer. He will now oversee Clearwater’s sales efforts in Europe, Asia, and the Americas. With an 18-year track record of driving Clearwater’s growth including roles in services, product strategy, and sales, Erickson will continue... more
Investment Managers Can’t Get Their Hands on the Right Data, Study Shows Pre-T+1 Teething Problems
- 1 year 10 months ago
- Investment Management
Extracting accurate data is one of the biggest reconciliation challenges buy-side investment managers face just over a year out from T+1 for US equities, according to new research from Gresham Technologies plc. (Gresham) in association with WBR Insights.
Conotoxia Ltd. with Investment Advice Service
- 1 year 10 months ago
- Investment Management
Global fintech Conotoxia brings the Investment Advice service to users of Invest & Forex offered by Conotoxia Ltd., enabling them to receive individual investment recommendations on selected financial instruments. As part of the special promotional offer, by opening an account until the end of June and activating the Investment Advice service, the first month of the Smart Start package is free. Investment advice tailored to your needs
InvestCloud Launches White FMB+
- 1 year 11 months ago
- Investment Management
InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion in assets, has today announced the release of the next evolution of InvestCloud White, called InvestCloud White FMB+. The new product offering includes integrated front, middle and back-office InvestCloud solutions, plus simple multi-channel wealth management services to provide comprehensive tools to advisors and other wealth managers.
Fundamentum Drives Fixed Income AUM Growth with bondIT Orion Integration
- 1 year 12 months ago
- Investment Management
bondIT, a leading provider of next-generation investment technology, announced today that Fundamentum Investment Management has begun using bondIT’s portfolio optimization and credit research solution integrated with
Juniper Square Clients Raised $17.5 Billion in Investor Capital in 2022 Using Digital Subscriptions, 61% More Than 2021
- 2 years 3 weeks ago
- Investment Management
Juniper Square, the leading provider of partnership enablement for the private funds industry, today announced that GPs using the comp
Clarity AI and LSEG Announce Partnership to Provide New SFDR Reporting Tool for Investors
- 2 years 1 month ago
- Investment Management
Clarity AI, the leading global sustainability tech platform, announced today that it has partnered with Refinitiv, a London Stock Exchange Group (LSEG) business, to develop SFDR Reporting Professional.
Tumelo Teams Up with Proxy Advisors to Launch Stewardship Partnership Program
- 2 years 2 months ago
- Investment Management
Shareholder voting FinTech Tumelo has brought together partnerships with proxy advisors Glass Lewis and Pensions & Investment Research Consultants (PIRC), as well as with As You Sow, to combine with its own in-house technology to deliver pass-through voting to the institutional and retail clients of fund managers. Tumelo provides the pipes for the votes whereas the proxy advisors provide the advice and recommendations.
