Tailwind Partners with Nordigen to Launch a Visual Cash Flow Management Tool
- 2 years 6 months ago
- Management
Room Zero Launches Innovative AUM & Flow System
- 2 years 6 months ago
- Asset Management
Room Zero, an exciting new provider of specialist software to the asset management industry, is supporting GAM Investments in meeting all its needs for Assets Under Management (AUM) & Flow information from across the entire firm with a single, golden source dataset.
Spendesk Expands into Spain and Italy Following Success of UK Launch
- 2 years 6 months ago
- Management
Spendesk, the 7-in-1 spend management solution for small and medium-sized businesses (SMBs), today announces it will expand into Spain and Italy, opening two new offices in 2023. The new locations build on the company’s existing presence in the UK, France and Germany, as part of its strategic plan to become the spend management market leader across Europe.
Envestnet and FNZ Partner to Launch Seamless, End-to-end Digital Solution in the U.S. Also to Integrate and Distribute Envestnet’s Wealth Data Platform Internationally
- 2 years 6 months ago
- Wealth Management
Envestnet, Inc., a leading provider of intelligent systems for wealth management and financial wellness, today announced that it is partnering with FNZ, a leading global wealth platform, to create a fully digital, integrated wealth management experience for the U.S. market.
Bespoke Client Apps Now In-reach for More Advisers, with New Partnership
- 2 years 6 months ago
- Wealth Management
A partnership announced today allows wealth managers and financial advisers to launch their own-branded, multi-function app for clients – without the need for external consultants or costly ongoing overheads. The first example of the Third Financial and moneyinfo strategic partnership is the Kingswood Go app, which integrates Third’s investment platform service and moneyinfo’s advanced client experience software.
AlgoTrader Becomes Wyden: A Digital Asset Trading Technology Company
- 2 years 6 months ago
- Asset Management
AlgoTrader has officially changed its name to Wyden. By following a focused and simplified single-brand approach across all markets and solutions, the company enhances its customer and brand experience for its global institutional clients.
Kyriba Revolutionises Cash Forecasting for CFOs with Liquidity Planning Platform
- 2 years 6 months ago
- Management
Kyriba, (“the Company”), a global leader of cloud-based finance and IT solutions, today announced the launch of Liquidity Planning, a totally reimagined cash flow planning and forecasting solution. Liquidity Planning unifies FP&A, working capital and treasury data across multiple scenarios, giving CFOs data, insight and actionability to accurately manage the cash lifecycle and improve the accuracy of free cash flow projections.
Canoe Intelligence Enables VRGL to Streamline Multi-Asset Analysis for Wealth Management Clients
- 2 years 6 months ago
- Asset Management
Canoe Intelligence (“Canoe”), the financial technology company powering alternative investment intelligence, today announced a new partnership with VRGL, a provider of institutional-grade analytics and automated data extraction to the wealth management industry.
Nine Nut of 10 Wealth Management Clients Want Access to Private Markets, as They Seek to Mitigate Political Risk from Portfolios
- 2 years 6 months ago
- Wealth Management
Private markets are now a core component of a holistic wealth management service, with 94% of firms either already offering clients access to these investments or working towards it. As public markets have remained highly volatile in 2022, 65% of firms have transacted more than five alternative assets deals in the last 12 months, with 38% of managers involved in more than 20 deals.
Dragonfly Financial Technologies Launches FinTech Integration Centre
- 2 years 6 months ago
- Treasury
Dragonfly Financial Technologies Corp., a digital banking and treasury management FinTech, today announced its FinTech Integration Center, which provides banks with secure, seamless connections to leading
Exactpro and BNY Mellon Win Swift Hackathon 2022 in Digital Assets Ownership and Interoperability Challenges
- 2 years 6 months ago
- Asset Management
Exactpro, an independent software testing services provider for financial market infrastructures, is honoured to be recognised winner of the Digital Assets Ownership challenge of the Swift Hackathon 2022 alongside BNY Mellon prevailing in the Interoperability challenge.
Mintus Announces Partnership with Amicorp to Expand Global Reach
- 2 years 6 months ago
- Wealth Management
Mintus, the fractional art investment platform, today announced its first major partnership in the discretionary fund management and wealth management sector as it seeks to expand its global reach.
Metaverse VP Bails to Lead Stripe’s Revenue and Financial Management
- 2 years 7 months ago
- Management
Stripe has appointed Microsoft and Meta veteran Vivek Sharma as its first head of revenue and financial management. In the new role, Sharma will oversee an increasingly important part of Stripe's business as it continues to expand beyond payments and become a financial one-stop shop for internet businesses. Among the products under his command will be Stripe Billing, Stripe Invoicing, Stripe Tax and Revenue Recognition.
Vestd Simplifies SEIS/EIS Advance Assurance after Budget Extension
- 2 years 7 months ago
- Management
Equity management platform Vestd has announced its latest offering to provide founders with the easiest way to apply for advance assurance from HMRC for the Seed Enterprise Investment Scheme (SEIS) and Enterprise Investment Scheme (EIS). In the September mini-budget, the Chancellor announced the extension of EIS beyond 2025 and major changes to the SEIS from April 2023.
UBCI Selects Profile Software’s Treasury Management Solution
- 2 years 7 months ago
- Treasury
Profile Software, a leading financial solutions provider, has announced today that UBCI (Union Bancaire pour le Commerce et I’Industrie) has selected Acumen.plus, the internationally implemented Treasury Management solution, to effectively cover the entire spectrum of treasury and streamline their operations in the most efficient way.
