Eventus Systems rapidly expands market coverage, now actively surveilling 100+ venues globally
- 5 years 8 months ago
- Risk Management
Eventus Systems, Inc., a multi-award winning global trade surveillance and risk management software platform provider, today announced that its Validus platform is now actively surveilling activity for clients on more than 100 exchanges and trading venues around the world. The global coverage spans a diverse range of asset classes, with 10 new markets – eight of them European – added in the first quarter alone.
WealthTech startup InvestSuite raises €2 million
- 5 years 8 months ago
- Investment, Wealth Management
InvestSuite announces that it has raised a seed extension round led by PMV with participation from existing and new business angels, management and employees. This €2 million is bringing its total funding since its start in June 2018 to €6 million. Bart Vanhaeren, CEO and co-founder of InvestSuite states that, “This funding enables InvestSuite to expand its market reach and products, grow the team and bring unparalleled innovations to... more
“2020 5th Global Asset Allocation Focus” will be held in Shanghai in June
- 5 years 9 months ago
- Asset Management, Wealth Management
Global Asset Allocation Focus 2020 (hereinafter referred as GAAF2020), founded in 2016. With a four-year proven-track record, GAAF2020 will invite more than 500 participants from more than 10 countries, who are mainly senior executives from private banking, family office, independent wealth, asset management, funds, securities, trusts, insurance, futures, etc. GAAF2020 will invite 40+ speakers to share their insights on the theme of "Chinese... more
Research Management Platforms Poised for 100% Adoption Among Asset Managers in Next Two Years
- 5 years 9 months ago
- Asset Management
Asset managers are rapidly implementing dedicated research management platforms as the push to automate investment team workflows expands across the front-office, according to results from the 2020 Investor Survey: Modernizing Research Management report, published today by
Finantix named as a Strong Performer in Digital Wealth Management Platforms Q1 2020 Evaluation
- 5 years 9 months ago
- Wealth Management
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, has been named a Strong Performer by Forrester in its report, The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020.
Coin Metrics Raises $6M
- 5 years 9 months ago
- Asset Management, Infrastructure
Coin Metrics, the leading provider of Cryptoasset Data and Infrastructure for institutional investors, announced today that it completed a $6 million round of funding.
Aire opens up insight service to help lenders keep pace with financial uncertainty
- 5 years 9 months ago
- Risk Management, Wealth Management
Aire, the credit insight service, today announced that it is offering free access to its range of real-time credit information services for a period of three months, to help lenders identify and engage with struggling consumers during the unfolding Coronavirus crisis.
Finantix reveals findings of second part of ongoing market research on the future of wealth management
- 5 years 9 months ago
- Wealth Management
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, in collaboration with WealthBriefing, today published Defining - and Delivering - Personalised Client Engagement, part two in an ongoing series of research into the future of wealth management.
BITA Risk wins Best Compliance Solution at Family Wealth Report Award in New York
- 5 years 9 months ago
- Risk Management, Wealth Management
BITA Risk part of corfinancial, a leading provider of specialist software and services to the financial services sector, announces today that it has triumphed at the Seventh Annual Family Wealth Report Awards, winning the prestigious Best Compliance Solution Award.
DriveWealth Forges First Partnership in Middle East and North Africa Region with UAE-Based Wealthface
- 5 years 9 months ago
- Trading Systems, Wealth Management
DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced today a new partnership with Wealthface LLC, an innovative UAE-based wealth management company and online investment platform. The agreement marks DriveWealth’s first initiative in the Middle East and North Africa (MENA) region, bringing the firm’s technology and brokerage execution services to one of the region’s first investment robo-advisors.
Wolters Kluwer Grows Minnesota Staff by 25%
- 5 years 9 months ago
- Security and Compliance, Risk Management
Global technology solutions provider Wolters Kluwer has been quietly expanding its Minnesotan HQ for its award winning Compliance Solutions business and other businesses that sit within its Governance, Risk & Compliance (GRC) Division, growing staff numbers by 25% compared with 2017. Wolters Kluwer now has 717 staff working in Minnesota, nearly a 25 percent increase from 575 full time employees in 2017, a figure confirmed by the GRC Division... more
Finantix acquires InCube, a Swiss AI and data science company dedicated to wealth management and insurance
- 5 years 9 months ago
- Artificial Intelligence, Wealth Management, Banking
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, today announced the execution of a binding agreement for the acquisition of InCube Group AG. The Zürich-based firm boasts an interdisciplinary team of Artificial Intelligence (AI) specialists, quant and software engineers and finance experts that provide data-driven, AI-enabled products and solutions to wealth management and... more
Deutsche Bank Joins Forces with Wealth Management Software Firm Qplix
- 5 years 9 months ago
- Wealth Management
Deutsche Bank has taken a minority stake in Qplix as part of a cooperation agreement with the Munich-based wealth management software firm. Under the deal, Deutsche Bank's wealth management business will provide family offices and asset manager users of its Deutsche Private Port digital investment office with access to Qplix's platform. Starting in Germany, the Qplix software will serve as the basis for Deutsche Private Port, providing the... more
JHC launches cloud solution for wealth managers
- 5 years 9 months ago
- Wealth Management
Wealth management fintech firm JHC Systems (JHC), has appointed Alan Cole as Head of Cloud and Operations to deliver its Software-as-a-Service (SaaS) solution for wealth managers. Previously holding positions at Finastra and Temenos, Alan brings unrivalled experience running Cloud Operations for financial institutions globally across banking, wealth and investment management. JHC’s SaaS offering will allow clients to benefit from the continuous... more
Wealthify Deploys Money Dashboard Aggregation App
- 5 years 9 months ago
- Wealth Management
Money Dashboard, the free personal finance app has released an integration with robo-investor Wealthify, enabling users to view the details of their investment accounts alongside the other current, credit and savings accounts they hold.
