SIX Launches Tax on Instrument Service to Streamline Wealth Advisory Decisions
- 3 years 1 month ago
- Wealth Management
SIX today launches its “SIX Tax on Instrument” service to provide client advisors and portfolio managers in the Wealth Advisory industry with tax classifications on individual securities. The service allows users to analyse the tax consequences of financial products, to anticipate the tax-related costs of an investment on that security and to find better investment options.
FindBob Collaborates With Raymond James Financial to Launch Its 'Practice Exchange' Platform for Financial Advisors
- 3 years 1 month ago
- Management, Insurance
New platform offers Raymond James financial advisors a one-stop location for M&A tools, prospective buyer/seller matching and succession planning education.
Black & Multi-Ethnic Community now catered for by Wealth8’s Digital Wealth Management Mobile App with ISA investment options
- 3 years 1 month ago
- Wealth Management
Wealth8, the new digital wealth management platform with a full-service mobile app, is providing access to global investment funds and diversified funds from the largest global asset manager, BlackRock Asset Management. Their service is aimed primarily at the black & multi-ethnic community being largely the African diaspora in the UK. The mobile app will also be made available to Africans living in major economies on the continent such as... more
Nord/LB Selects Planixs’ Real-Time Software Suite to drive Treasury Transformation Progra
- 3 years 1 month ago
- Management, Cloud, Data
Planixs, the leading provider of real-time, intraday cash, collateral and liquidity management solutions, has announced today that its Realiti® software suite has been selected by Nord/LB as the bank embarks on a digital transformation project to overhaul its treasury operations.
Keeping Data Safe During Online Investments
- 3 years 1 month ago
- Investment Management
People say the '20s are an age full of temptation. The temptation to shop for hype goods, hang out, travel, and eat anything is dramatically rising. Filling the temptation in the name of enjoying life often makes you forget about long-term plans. Finally, when you enter your 30s, you regret that decision, with the condition that there was not much investment and savings for the future.
Profile Software at TSAM London Live 2021 Showcasing its Award-winning Investment Management Platform
- 3 years 1 month ago
- Securities Services, Investment, Management
Profile Software, an international financial solutions provider, announced today its participation, at TSAM London 2021, the leading Summit for Asset Management in the financial domain, taking place on 13th October 2021 at Park Plaza Westminster Bridge, London, UK.
Inflationary Spiral Concerns as a Third of Businesses and Half of Construction Firms Face Price Hikes
- 3 years 1 month ago
- Wealth Management
Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown ‘’The anecdotes from truckers, turkey farmers, builders and bosses about escalating problems in the supply chain are far from isolated cases. Rising costs hitting industries across the board are backed up in the latest large scale survey from the ONS. The Business Insights research shows that almost a third of businesses (29%) questioned reported that the price of... more
Council of Europe Development Bank Adopts Bloomberg MARS Front Office to streamline risk management
- 3 years 1 month ago
- Asset Management, Banking, Risk Management
Bloomberg announced today that the Council of Europe Development Bank (CEB) has adopted its Multi-Asset Risk System, MARS Front Office, a robust and streamlined risk management system that enables the bank to assess the impact of trading activity on the risk profile of its books.
Jeremy Gzaiel Joins United Fintech From JP Morgan
- 3 years 1 month ago
- Asset Management, Fund Management, IT Innovations, People Moves
Jeremey Gzaiel has joined United Fintech’s London-based team as Senior Sales Executive, with a remit to grow the firm’s client base in French speaking territories.
CoinSwitch Kuber Raises USD 260 million in Series C funding from Coinbase Ventures and Andreessen Horowitz (a16z)
- 3 years 1 month ago
- Fundraising News, Asset Management, Cryptocurrencies
● With participation from both its Crypto and Growth funds, a16z is making its first investment in an Indian startup ● Coinbase Ventures joins a16z and existing investors Paradigm, Ribbit Capital, Sequoia Capital India and Tiger Global ● CoinSwitch Kuber has reached unicorn status and is now India’s largest crypto asset platform, valued at $1.9 billion serving 10 million+ Indian customers
Kristal.AI Launches Mental Health Week to Promote Mental Well-being
- 3 years 1 month ago
- Fund Management, Investment Management, Wealth Management
Will offer complementary therapy sessions to employees throughout the week Kristal.AI, a private wealth advisory and investment management platform, has launched Mental Health week leading up to the World Mental Health Day on October 10, to promote the overall well-being of employees of Kristal.AI.
Investment Navigator and additiv collaborate to Simplify Investment Advisory Compliance for Wealth Managers
- 3 years 1 month ago
- Investment, Wealth Management, SaaS, Compliance
Investment Navigator has confirmed that additiv customers can now access its full range of cross-border and product distribution suitability solutions through additiv’s DFS platform. additiv, a leading SaaS and embedded finance provider to the wealth management industry, is integrating Investment Navigator’s advanced services to address the essential requirement for wealth managers to comply with stringent regulatory requirements.
TORA Continues to Grow with New Product Management Hire
- 3 years 1 month ago
- Management, Cloud
TORA, provider of the industry’s most advanced cloud-based order and execution management system (OEMS) and portfolio management system (PMS), has announced the appointment of Jason LeDell as the Product Manager responsible for the OEMS.
ControlUp and VMware Expand Partnership to Support the Anywhere Workforce
- 3 years 1 month ago
- Management, Payments, IT Innovations
ControlUp’s New Remote DX and Scoutbees Solutions to be Available from VMware for Horizon VDI and DaaS Customers
Fully Managed Cloud-based Digital Estate Planning Platform Launched
- 3 years 1 month ago
- Personal Finance, Management, Cloud
Organise, maintain, securely store and selectively share important personal, legal and financial information All details stored in one place for efficient planning and improved customer experience Enables clients, professionals and their families to work together seamlessly
