The Era of Non-Bankable Asset Management Starts Now, Finds Avaloq’s Latest Industry Report
- 5 years 2 weeks ago
- Asset Management
Despite non-bankable assets (nBAs) accounting for around one third of global private wealth, they often come with high entry barriers for investors. However, this is forecast to change significantly over the next few years as innovative technologies and solutions allow financial institutions to value, hold and issue nBAs in the form of tokenized assets, alongside traditional ones such as stocks and bonds.
NeoXam extends relationship with French asset manager Richelieu Gestion
- 5 years 2 weeks ago
- Management
NeoXam, a leading financial software company, and French asset manager Richelieu Gestion, have expanded the scope of their current relationship, to include client’s reporting services and an extension of their partnership on Portfolio Management Systems (PMS).
additiv Partners with Clarity AI to Bring Sustainability Insights and Capabilities to Wealth Managers
- 5 years 2 weeks ago
- Artificial Intelligence, Wealth Management
additiv, a leading SaaS provider to the wealth management industry, today announces a partnership with Clarity AI, a global sustainability and data science tech platform, that brings wealth managers sustainability insights to build smarter portfolios, provide client support and comply easily with regulation.
FundGuard Closes $12 Million Series A Funding Round to Accelerate Growth of First AI-Powered Investment Management Enterprise SaaS Platform
- 5 years 3 weeks ago
- Investment Management
FundGuard, the AI-powered SaaS investment management and asset servicing enterprise platform, today announced that it has closed a $12 million Series A funding round.
SIX Strengthens ESG and Alternative Data Offering with Investment in Orenda
- 5 years 3 weeks ago
- Investment Management
SIX is taking a majority stake via growth investment in Orenda Software Solutions (“Orenda”), a Canadian-based AI platform specializing in ESG and alternative data sets. This step is part of the strategy of SIX to help its customers drive more insights with data, providing consumption-ready data and analytics for faster and more informed decisions.
SIX Adds Wealth Management APIs to the b.Link Open Banking Platform
- 5 years 1 month ago
- APIs, Open Banking, Management
As a member of the OpenWealth Association, SIX is launching three new interfaces for Swiss wealth management on the b.Link open banking platform. The association created by industry representatives agreed the common API standards last December. The wealth management interfaces will go live on b.Link this year. Banks will be able to connect with external asset managers via portfolio management system providers. For many banks, the new wealth... more
The Fintech Particeep Welcomes Sopra Steria and Truffle Capital as New Shareholders
- 5 years 1 month ago
- Investment Management
The fintech Particeep, a leader SaaS distribution solution for financial products and services, announces the arrival of the European fund
FlexTrade Announces LyxorAsset Management Adoption of FlexNOW EMS
- 5 years 1 month ago
- Asset Management, Cloud
FlexTrade Systems (@FlexTrade), a global leader in multi-asset execution and order management systems announces Lyxor Asset Management adoption of FlexNOW EMS, which combines the best of cloud, desktop, mobile and API technology.
BITA Risk Signs Charles Stanley as First 'BITA ESG Manager' Client
- 5 years 1 month ago
- Wealth Management
BITA Risk, part of corfinancial, announces that Charles Stanley, one of the UK’s leading wealth management firms, has signed up for the BITA ESG Manager application.
New CIO At Wealthify: Promotion For Head Of Investment Strategy, David Semmens As Founder, Michelle Pearce-Burke, Focuses On Growth In COO Role
- 5 years 1 month ago
- Investment Management, Wealth Management, People Moves
Wealthify, the multi-award-winning digital investment platform, today announces the appointment of David Semmens as Chief Investment Officer (CIO). Head of Investment Strategy since 2018, Semmens has been acting as Interim CIO since June 2020.
Funding Societies Launches in Thailand to Support SMEs
- 5 years 1 month ago
- Investment Management
Funding Societies, Southeast Asia’s largest SME digital financing platform, is now live in Thailand. On Feb 2nd, 2021, it was awarded the SEC debt crowdfunding license, enabling it to support Thai SMEs and startups in raising funds from retail and institutional investors.
Finch Capital Completes First Close of Fund for European Fintech and AI
- 5 years 1 month ago
- Fundraising News, Investment Management
Today Finch Capital announced the first close of its EUR150M fund, Europe III, which will invest in European technology companies that shape the future of finance by using technology such as artificial intelligence.
Northern Trust Announces Further Alliance as part of Whole Office Strategy
- 5 years 1 month ago
- Investment Management
As part of its continuing strategy to serve client needs across the entire investment lifecycle, Northern Trust has entered into an alliance with IHS Markit, provider of the thinkFolio multi-asset class investment management platform, achieving a further significant milestone in its drive to streamline investment operations for asset managers and asset owners.
Bridge Mutual and AllianceBlock Partner to Provide Compliant Coverage to DeFi
- 5 years 1 month ago
- Blockchain, Lending, Asset Management
Bridge Mutual, the decentralized, peer-to-peer discretionary coverage platform for digital assets, today announced a partnership with A
320 Park Analytics LLC Partners with NeoXam to Streamline Client Communications and Reporting
- 5 years 1 month ago
- Investment Management, Cloud
320 Park Analytics LLC, a wholly owned subsidiary of Mutual of America Life Insurance Company, has chosen to utilize NeoXam’s Impress SaaS solution to automate and create digital publications for pension investment benchmarking reports.
