Intelliflo to Release PFP Simplified Advice Service this Summer
- 9 years 1 month ago
- Investment Management, Financial
Intelliflo unveiled details of the Simplified Investment Advice service targeted to launch this summer to clients of advisers using the Intelligent Office (iO) Personal Finance Portal (PFP). Advisers can choose which clients have access to the service. A configurable advice process incorporating attitude to risk and investment projection tools will be available allowing clients to experience a fully online and automated process.
A leading UK Investment Management Company Renews Contract with Lombard Risk
- 9 years 2 months ago
- Investment Management
A leading European investment management company based in the UK has renewed its long-standing contract with Lombard Risk for COLLINE, a real-time cross product collateral solution, as well as its front office trading tool OBERON. These solutions will continue to provide Lombard Risk’s client with the calculation of exposure and end-to-end margin processing and reporting.
Eagle Solution Selected by Principal Global Investors to Enhance Global IBOR
- 9 years 2 months ago
- Investment Management, Infrastructure
Eagle Investment Systems LLC, a BNY Mellon company and leading provider of financial services technology, today announced they have been selected by Principal Global Investors (PGI), the asset management arm of the Principal Financial Group, to provide a portfolio accounting solution hosted on Eagle ACCESS(SM), and to achieve an investment book of record (IBOR).
Idinvest and Creandum Invest $14 Miillion in Planday
- 9 years 2 months ago
- Investment, Investment Management
Planday, the workforce management platform for shift-based businesses, today announces that it has raised a $14 million Series B round of funding. The round was led by new investors Idinvest, and also included Creandum, the lead investor in Planday’s Series A round, SEB Private Equity, and angel investor Arthur Kosten, co-founder of Booking.com.
Alceda and CBRE Clarion Securities Partner to Launch UCITS Fund
- 9 years 2 months ago
- Fund Management, Investment Management
Alceda and CBRE Clarion Securities to launch a UCITS fund vehicle focused on investing in global listed infrastructure securities. The Fund will be structured in the form of a UCITS vehicle on Alceda’s UCITS platform in Luxembourg, and is expected to be available for investment in the coming weeks. Today’s announcement underlines Alceda’s strategy to work with larger scale asset managers and supports CBRE Clarion Securities’ aim of makingits... more
UniCredit and Anthemis Group to Unveil UniCredit EVO Investment Venture
- 9 years 2 months ago
- Investment Management
UniCredit and Anthemis Group to launch a new joint investment venture. UniCredit EVO (equity venture opportunities) will be a dedicated initiative focused exclusively on identifying and investing in best-in-class financial technology startups. With an initial capital commitment of €200 million from UniCredit, the initiative will target mid stage startups and follow-on investments in more mature and established FinTech businesses, as well as... more
Reval Named Best SaaS Treasury Solutions and Best Treasury Analytics
Reval, the leading global provider of a scalable cloud platform for treasury and risk management (TRM), was named Best Provider of SaaS Treasury Solutions and Best Treasury Analytics Provider in Global Finance magazine’s 2016 Best Treasury Manage
Fidessa Launches Latest Version of Minerva OMS
- 9 years 2 months ago
- Investment, Management
Fidessa group plc (LSE: FDSA) today announced the latest version of its Minerva buy-side order management system (OMS). Minerva sits within Fidessa's Investment Management Solutions suite which provides asset managers with comprehensive, end-to-end workflow for investment decision, compliance, orders & trading and post-trade across all asset classes.
Milestone Group’s pControl Fund Oversight Selected by Henderson Global Investors
- 9 years 2 months ago
- Fund Management
Milestone Group, the global provider of optimised fund processing solutions, today announced that Henderson Global Investors (HGI) has gone live with pControl Fund Oversight across its extensive range of mutual funds and investment trusts. The Fund Oversight solution has enabled HGI to automate the collection of fund valuation data and the subsequent execution of their independent, daily NAV price validations and controls.
Eagle Investment Systems Selected by Federated Investors
- 9 years 2 months ago
- Management, Infrastructure
Eagle Investment Systems LLC, a BNY Mellon company and leading provider of financial services technology, today announced that they have been selected by Federated Investors, Inc. to implement a portfolio management solution comprised of data management, investment accounting and performance measurement. The integrated solutions will help enable Federated to achieve an investment book of record (IBOR).
Profile Software Nominated for the WealthBriefing Awards
- 9 years 2 months ago
- Wealth Management, Infrastructure
Profile Software, an international financial solutions provider, announced today it was shortlisted both in the Swiss WealthBriefing Awards and the European WealthBriefing Awards, under the categories of “Onboarding” / “Innovative Client Solution” and “Onboarding” respectively. These distinctions highlight the company’s commitment to developing innovative and client-centric solutions that add real value to the financial institutions’ mission-... more
SCORPEO Launched Value Analysis™ for Pension Funds and Investment Managers
- 9 years 2 months ago
- Management
SCORPEO, the financial technology company and market leading service provider for capturing value from corporate actions are today demonstrating their Value Analysis™ service for Pensions Funds and Investment Managers at the PLSA Investment Conference in Edinburgh. SCORPEO are taking part in the Innovation Zone at the conference.
Exari and CMA Contiki Partner to Offer Contract Management Powerhouse
- 9 years 3 months ago
- Management
Exari, the leading provider of cloud-based contract lifecycle management solutions, today announced it has acquired CMA Contiki, a leading provider of enterprise contract management software. The combination will create the new gold standard for end-to-end enterprise contract management platforms. The acquisition was an all cash transaction.
Profile Software to Sponsor Middle East Wealth Management Forum in Dubai
- 9 years 3 months ago
- Wealth Management
Profile Software, an international financial solutions provider, today announced its sponsorship of the inaugural Middle East Wealth Management Forum organized by Hubbis, taking place on the 16th of February at the Ritz Carlton, DIFC in Dubai, UAE. Profile’s executives will demonstrate the client centric and innovative platforms that address the Wealth Management industry requirements.
Vescore AG Goes Live With SimCorp’s Dimension Solution
- 9 years 3 months ago
- Investment, Management
SimCorp, a leading provider of investment management solutions and services for the global financial services industry, announces that Vescore AG, a Swiss asset manager with USD 14bn in assets under management, has successfully completed the implementation of SimCorp Dimension. The predecessor company of today's Vescore AG made the decision to enhance its institutional client business in the summer of 2014 and selected SimCorp Dimension to... more
