Rathbones Live with Iress’ Xplan
- 10 months 1 week ago
- Wealth Management
Iress today announces that Rathbones Group PLC (Rathbones) is now live on its Xplan advice software to support Rathbones' current financial planning business. Xplan will also be the financial planning platform of choice for Rathbones' upcoming integration with Investec Wealth & Investment, further enhancing the firm’s digital capabilities and enabling improved operational efficiency and client service.
BNP Paribas Enters into Exclusive Negotiations with AXA for the Acquisition of AXA Investment Managers and a long term partnership in Asset Management
- 10 months 2 weeks ago
- Asset Management
The BNP Paribas Group announces today that it has entered into exclusive negotiations with AXA to acquire 100% of AXA Investment Managers, representing close to €850bn assets under management, together with an agreement for a long-term partnership to manage a large part of AXA’s assets.
Webull UK Launches Webull Savings
- 11 months 1 day ago
- Management
Webull UK, a leading digital investment platform, today announced the launch of Webull Savings, an offering that provides users with access to a marketplace of savings accounts and the ability to move funds quickly between trading accounts and banks.
Wealth Managers Grapple with Long Client Onboarding Times – Avaloq Research
- 11 months 1 day ago
- Wealth Management
Wealth management clients worldwide experience significant waiting times in the onboarding process according to research from Avaloq, a global leader in digital banking solutions and wealth management technology.
Linedata Unveils Global Study Results on AI Integration in Asset Management Firms
- 11 months 1 week ago
- Asset Management
Linedata, a global provider of asset management and credit technology, data, and services, today announces the results of its report, "What’s Next: A closer look at Artificial Intelligence in Asset Management," conducted in collaboration with Global Fund Media, a leader in market trend analysis for hedge fund and private equity professionals.
Bloomberg Introduces Sustainability Tools into Its Portfolio and Risk Analytics Solutions
- 11 months 2 weeks ago
- Management
Bloomberg today announced the release of new tools to help investors measure, manage and report on the sustainability characteristics of investment portfolios. The tools are accessible within Bloomberg’s widely-used portfolio and risk analytics solutions, PORT, which is available to all Terminal users, and the premium offering PORT Enterprise, for those seeking an integrated enterprise reporting solution.
Avaloq Introduces OpenWealth Standard at LGT to Enhance Business with Independent Asset Managers
- 11 months 3 weeks ago
- Management
Liechtenstein-based LGT, in collaboration with Avaloq and Synpulse8, has implemented the OpenWealth API standard to enhance LGT's business with financial intermediaries. The new solution will provide them with real-time access to LGT's investment positions and transaction data, with standardized data quality and an intuitive single interface.
New Revolut Feature to Block Pickpockets and Phone Snatchers from Accessing Customer Savings Ahead of Summer Travel Season
- 1 year 2 days ago
- Wealth Management
Revolut, the global fintech with over 8 million UK customers and 40 million globally, is today introducing Wealth Protection, an extra layer of in-app identity verification, designed to prevent thieves from accessing customer savings within the Revolut app. Wealth Protection will help protect customers who have had their unlocked phone stolen, or password and face recognition compromised, and stops criminals from withdrawing customers’ hard... more
Moonfare Hits €3B in Assets Under Management as Interest in Private Equity from Individuals Continues to Grow
- 1 year 6 days ago
- Asset Management
Moonfare, the world’s largest digital business-to-consumer platform for private equity investing by assets under management (AUM), has reached €3bn AUM and expects further growth this year as individual investors continue to allocate to the asset class.
Broadridge and Kyndryl to Partner in Canadian Wealth Management
- 1 year 1 month ago
- Wealth Management
Global Fintech leader Broadridge Financial Solutions, Inc., today announced that it will acquire Kyndryl's Securities Industry Services (SIS) wealth and capital markets technology platform. SIS solutions include clearing and settlement, account record keeping, tax and regulatory reporting, and integrated order management activities for Canadian financial services firms.
Wolters Kluwer Wins Best ESG Risk Management Solution at ESG Insight Awards
- 1 year 1 month ago
- Risk Management
Wolters Kluwer, a global leader in information, software, and services for professionals, announces that its OneSumX for ESG and Climate Risk Management solution has been recognized as Best ESG Risk Management Solution at the 2024 ESG Insight Awards.
New Experian Tool Empowers Financial Inclusion Through Open Banking Insights
- 1 year 1 month ago
- Management
Experian® today announced the launch of Cashflow Attributes™, a groundbreaking solution to help expand fair and affordable access to credit, particularly for thin-file and credit-invisible consumers. With over 900 income, cashflow and affordability attributes, Experian’s cashflow insights are available now and allow lenders to seamlessly integrate banking data into their decision-making*.
Equals Money to Power Innovative New Financial Management Platform, Chorus TM
- 1 year 1 month ago
- Management
Equals Money has today announced its collaboration with music-focused financial management platform, Chorus TM. The innovative platform, created by entertainment industry veterans, Simon Liddell and Freddy Greenish, and powered by Equals Money, offers a one-stop, cutting-edge platform for artist managers, business managers, tour managers, and others working in the music and entertainment industry.
Keybank Launches Virtual Account Management Services Powered by Qolo’s Technology Platform
- 1 year 1 month ago
- Treasury
KeyBank announced the launch of KeyVAM, a virtual account management solution for treasury management clients who have complex demand deposit account (DDA) structures and want to streamline their cash-flow and account structure.
AutoRek Now Available in the Microsoft Azure Marketplace
- 1 year 1 month ago
- Management
AutoRek, a leading software provider to companies in the global financial services sector, has today announced the availability of its cutting-edge platform in the Microsoft Azure Marketplace, an online store providing applications and services for use on Azure. AutoRek customers can now take advantage of the productive and trusted Azure cloud platform, with streamlined deployment and management.
