COVID-19 accelerates shift in expectations for investment advice, finds DIAMAN survey
- 4 years 9 months ago
- Covid-19, Investment Management, Wealth Management
Investor perceptions towards investment advice have changed as a result of COVID-19 induced volatility, according to key findings from DIAMAN Partners Ltd. (DIAMAN), the leading investment management fintech, published today. As the UK cautiously returns to aspects of normal life, people’s views on investment advice have altered and are unlikely to return to pre-lockdown attitudes.
OneStream announces strong growth and customer base expansion during the first half of 2020
- 4 years 9 months ago
- Management
OneStream Software, a leader in corporate performance management (CPM) solutions for mid-sized to very large enterprises, announced year-over-year revenue, customer, and partner growth in the first half of 2020.
KBC Bank launches smart investment assistant Matti from Bolero, supported by Objectway
- 4 years 9 months ago
- Investment Management, Wealth Management
Objectway, a leader in the Digital Wealth & Asset Management software, and KBC Bank have announced, at the beginning of this year, the market launch of the new roboadvisory service, Matti from Bolero, supported by components of the Objectway WealthTech Suite. Objectway provided portfolio management, rebalancing and proposal generation capabilities in an ‘as-an-engine’ model towards Matti, the smart investment assistant of Bolero, KBC’s... more
MUFG Investor Services selects Broadridge for sophisticated loan tracking and reporting technology
- 4 years 9 months ago
- Lending, Management
Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, announces that MUFG Investor Services, an industry leader in administration, asset servicing, banking and fund financing, has selected Broadridge’s Sentry loan tracking and reporting technology to service its clients in the private debt space.
Avaloq launches Wealth platform to enable highly personalized investment management solutions
- 4 years 9 months ago
- Investment Management, Wealth Management
The Swiss-based wealthtech leader is launching a new stand-alone, core-agnostic suite of digital wealth management platforms. Avaloq Wealth is the first new platform to go live as it enables banks and wealth managers to provide highly personalized investment advice and bespoke services to their clients, while reducing the time spent on preparing and analyzing investment proposals. The new platform is available as a stand-alone solution,... more
OneStream named winner in Ventana Research’s 13th Annual Digital Innovation Awards
- 4 years 9 months ago
- Management
OneStream Software, LLC, a leading provider of modern Corporate Performance Management (CPM) solutions for mid-sized to large enterprises, has been named the winner of the “Office of Finance” category in
Xignite introduces new development program offering financial data APIs to early stage fintechs
- 4 years 9 months ago
- APIs, Covid-19, Management, Data
Xignite, Inc., a provider of market data distribution
OneStream Software Earns Perfect Score in Dresner Advisory Services’ EPM Market Study
- 4 years 10 months ago
- Management
OneStream Software, LLC, a leading provider of modern Corporate Performance Management (CPM) solutions for mid-sized to large enterprises, has been named an overall leader for the third consecutive year in the
Profile: UK-based Forte Securities selected Axia for their investment and custody operations
- 4 years 10 months ago
- Management, Custody, Investment Management
Profile Software, a leading financial solutions provider, announced today a new partnership in the United Kingdom with Forte Securities, a London-based Prime Broker looking for a platform that would streamline their investment management and custody operations.
Corfinancial teams up with technology consultancy F2 Strategy
- 4 years 10 months ago
- Wealth Management
corfinancial, a leading provider of specialist software and services to the financial services sector, reports that it has hired wealth management consultancy F2 Strategy.
Surecomp® Unveils Trade Finance-as-a-Service for Holistic Trade Finance Management
- 4 years 10 months ago
- Trade Finance, Treasury
Surecomp, the market leader in global trade finance and treasury solutions for banks and corporations, today announced the launch of its Trade Finance-as-a-Service (TFaaS) suite comprising back-office trade finance management and processing, front-office for banks’ corporate clients, open API connectivity and full access to its Marketplace. The new subscription-based service is fully scalable and offers a cost-effective and holistic solution... more
Banks to slash tech and operating expenditure thanks to Delta Capita’s new CLM platform
- 4 years 10 months ago
- Management
Delta Capita, a global provider of managed services, fintech solutions, and consulting, has launched a client lifecycle management (CLM) platform that enables financial institutions to cut their operational costs by up to 40%.
Refinitiv expands its digital capabilities for Wealth Managers with the launch of Refinitiv Digital Investor
- 4 years 10 months ago
- Wealth Management
Refinitiv continues its commitment to the Wealth Management industry with the launch of Refinitiv Digital Investor. This highly flexible solution empowers firms with faster time to market for digital properties, while providing their investors with a seamless digital experience including account information, workflow tools, analytics, news, and insights related to their holdings.
Exberry launches multi-asset class exchange infrastructure
- 4 years 10 months ago
- Asset Management
Exberry has launched its multi-asset class exchange infrastructure designed to enable traditional, alternative and digital asset exchanges to launch, pivot and scale. Exberry’s infrastructure has been specifically developed to help boost exchanges by delivering a blend of exchange and secondary market trading technology and expertise. Built over three years by a team of seasoned exchange technology experts with a proven software engineering... more
Corfinancial: ‘remote working during market turmoil has not affected our clients using Salerio’
- 4 years 10 months ago
- Investment Management
corfinancial, a leading provider of specialist software and services to the financial services sector, reports that its clients have enjoyed uninterrupted trade matching and settlement during lockdown – even when trading volumes suddenly spiked.
