Wealth Dynamix Now Powers Four of the Best Wealth Managers for Ultra-high Net Worth Individuals in the World
- 3 years 1 month ago
- Wealth Management
Wealth Dynamix today announces that they are currently providing fully digitalised Client Lifecycle Management (CLM) solutions for the four companies with the top-performing wealth managers in the world - Rothschild & Co, Mirabaud, Rathbones and Cazenove Capital as reported by Spears in which 5 of the top ten wealth managers work for firms using our CLM systems.
Indian Startup LXME Featured in the Official Platinum Jubilee Pageant Commemorative Album
- 3 years 1 month ago
- Wealth Management
Setting an example of leading women empowerment in India, fintech startup LXME has been featured in the Official Platinum Jubilee Pageant Commemorative Album, released in the honour of Elizabeth II, the Queen of the United Kingdom. The prestigious Official Platinum Jubilee Pageant Commemorative Album charts the trials and triumphs of The Queen’s 70-year reign and also features a select number of outstanding individuals and organizations from... more
Mercari Derivatives Exchange Selects METACO to Launch Institutional Digital Asset Custody Offering on IBM Cloud
- 3 years 1 month ago
- Asset Management
Mercari, which operates a licensed Australian Tier 1 wholesale financial derivatives exchange, has selected METACO, the market-leading provider of digital asset custody orchestration technology to complex, global financial institutions, to launch its institutional digital asset custody operations.
iBG Finance Announces Forthcoming Investment Portal Launch
- 3 years 2 months ago
- Wealth Management
Premier diversified wealth management platform iBG Finance has announced the impending launch of its iBG Investment Portal. A subsidiary of publicly traded Nevada blockchain, decentralized finance (DeFi), and cryptocurrency-focused investment company ICOA Inc. (OTC: ICOA), iBG Finance is on a mission to simplify blockchain investment for both crypto novices and seasoned traders new to the DeFi space. Its upcoming aggregator promises to do just... more
Causeway Acquires Leading Provider of Connected Asset Management Software and Services
- 3 years 2 months ago
- Asset Management
Construction technology provider Causeway Technologies has acquired Yotta, a global provider of connected asset management software and services, from AIM-listed Oxford Metrics.
LevelField Financial Selects METACO to Launch Digital Asset Management Capabilities on IBM Cloud
- 3 years 2 months ago
- Management, Asset Management
US financial services firm and banking platform to launch digital asset custody services underpinned by Tier-1 bank-grade technology
MetaMask Partners with Asset Reality to Help Victims of Scams In Their Efforts to Recover Stolen Digital Assets
- 3 years 2 months ago
- Asset Management
This partnership represents an industry-first approach in improving digital asset recovery. • Support from Asset Reality to MetaMask’s users who have been victims of scams will be available globally, including across MetaMask’s most active markets in the United States, the UK, the Philippines, India, Vietnam, Brazil, France, Germany, and Nigeria. • In January, MetaMask exceeded 30M monthly active users, making it the most popular Web3 wallet... more
Wealth Dynamix Partners with Unblu Putting Clients at the Centre of Digital Strategy
- 3 years 2 months ago
- Wealth Management
Wealth Dynamix today announces they have partnered with Unblu to integrate their secured conversational multi-channel platform to Wealth Dynamix Client Lifecycle Management solutions offering new ways of engaging with HNW end clients.
Cohesity Helios Integrates with Palo Alto Networks Cortex XSOAR to Help AI-Powered Ransomware Detection and Recovery
- 3 years 2 months ago
- Management, Data
Joint Solution Empowers Customers with Detailed, Actionable Alerts to Stay Ahead of Threats
TransUnion Enables Free Credit Education via the New Lowell App
- 3 years 2 months ago
- Management
TransUnion has strengthened its partnership with Lowell, one of the largest credit management companies in Europe, to provide their UK customers with a personalised toolset for monitoring and improving their financial standing via the Lowell app for free.
Uplinq Announces Partnership with Ranqx to Accelerate Digital Lending to SMBs
- 3 years 2 months ago
- Management
Uplinq, the leading global credit assessment platform for small and medium sized business (SMB) lenders, strengthens its global reach with Ranqx, a digital SMB loan origination, decisioning and monitoring platform for lenders and banks.
Findity Raises 50 Million SEK to Accelerate its International Expansion
- 3 years 2 months ago
- Management
The Swedish expense management provider Findity raises 50 million SEK from private investors such as Johan Blomquist, former partner at Altor, Niklas de Bésche, former CEO of Meltwater, as well as existing owners and staff. The company will use the investment to accelerate its international expansion and product development. Furthermore, a comprehensive rebrand brings their two brands together under one Findity.
Sage Announces the Acquisition of Futrli
- 3 years 2 months ago
- Management
Sage, the leader in accounting, financial, HR, and payroll technology for small and medium-sized businesses (SMBs), today announces it has completed the acquisition of Futrli, the UK’s premier cash flow forecasting software solution for SMBs and accountants.
Moneybox is Crowdcube’s Most Popular Crowdfunding Campaign this Year, with Over 15,000 People Investing £6.25Million in 72 Hours
- 3 years 2 months ago
- Wealth Management
After just 72 hours, award-winning digital wealth manager, Moneybox, has closed its second crowdfunding campaign. Over 3 days, more than 15,000 people invested over £6.25million in what is Crowdcube’s most popular crowdfunding campaign of the year so far. Moneybox now holds the record for the second and third most popular crowdfunding campaigns in Europe, ever!
Pello Capital Increases Customers by 3000% Following Zoho Partnership
- 3 years 2 months ago
- Wealth Management
Pello Capital is a wealth management and stockbroking firm, which revolutionised processes and services to vastly improve customer and employee experiences. The traditionally slow-moving industry is often hampered by antiquated technology which leaves it struggling to innovate. Since buying out the company in 2017, CEO Daniel Gee and his partner Nick Josh have modernised the company, turning the industry on its head, while driving fast growth... more
