BITA Risk Signs Charles Stanley as First 'BITA ESG Manager' Client
- 3 years 9 months ago
- Wealth Management
BITA Risk, part of corfinancial, announces that Charles Stanley, one of the UK’s leading wealth management firms, has signed up for the BITA ESG Manager application.
New CIO At Wealthify: Promotion For Head Of Investment Strategy, David Semmens As Founder, Michelle Pearce-Burke, Focuses On Growth In COO Role
- 3 years 9 months ago
- Investment Management, Wealth Management, People Moves
Wealthify, the multi-award-winning digital investment platform, today announces the appointment of David Semmens as Chief Investment Officer (CIO). Head of Investment Strategy since 2018, Semmens has been acting as Interim CIO since June 2020.
Funding Societies Launches in Thailand to Support SMEs
- 3 years 9 months ago
- Investment Management
Funding Societies, Southeast Asia’s largest SME digital financing platform, is now live in Thailand. On Feb 2nd, 2021, it was awarded the SEC debt crowdfunding license, enabling it to support Thai SMEs and startups in raising funds from retail and institutional investors.
Finch Capital Completes First Close of Fund for European Fintech and AI
- 3 years 9 months ago
- Fundraising News, Investment Management
Today Finch Capital announced the first close of its EUR150M fund, Europe III, which will invest in European technology companies that shape the future of finance by using technology such as artificial intelligence.
Northern Trust Announces Further Alliance as part of Whole Office Strategy
- 3 years 9 months ago
- Investment Management
As part of its continuing strategy to serve client needs across the entire investment lifecycle, Northern Trust has entered into an alliance with IHS Markit, provider of the thinkFolio multi-asset class investment management platform, achieving a further significant milestone in its drive to streamline investment operations for asset managers and asset owners.
Bridge Mutual and AllianceBlock Partner to Provide Compliant Coverage to DeFi
- 3 years 9 months ago
- Blockchain, Lending, Asset Management
Bridge Mutual, the decentralized, peer-to-peer discretionary coverage platform for digital assets, today announced a partnership with A
320 Park Analytics LLC Partners with NeoXam to Streamline Client Communications and Reporting
- 3 years 9 months ago
- Investment Management, Cloud
320 Park Analytics LLC, a wholly owned subsidiary of Mutual of America Life Insurance Company, has chosen to utilize NeoXam’s Impress SaaS solution to automate and create digital publications for pension investment benchmarking reports.
InvestCloud Recapitalizes at $1 Billion and Integrates Two New Businesses
- 3 years 9 months ago
- Wealth Management, SaaS
InvestCloud, an award winning global FinTech firm has completed a recapitalization that values the business at $1 billion. New financial investors are led by Motive Partners (“Motive”) with Clearlake Capital Group, L.P. (“Clearlake”) and include other InvestCloud client shareholders. Under the terms of the agreement, Motive Partners will also contribute two portfolio businesses, Finantix and Tegra118, into InvestCloud, creating a global Software... more
European Investments to Drive Developing Countries in 2021
- 3 years 10 months ago
- Investment Management
Analysts of the P2P investment platform Robo.cash have determined the major tendencies in the European alternative lending for this year. They include the increased flow of money from European investors to developing markets as well as the alliance of traditional and alternative lending institutions.
Temenos Extends Partnership with Schroders for Wealth Front Office
- 3 years 10 months ago
- Wealth Management
Temenos (SIX: TEMN), the banking software company, today announced that Schroders Wealth Management in Switzerland has selected Temenos Wealth Front Office to automate and enhance its advisory business.
1741 Extends Contract for NeoXam’s Fund Accounting Software GP4
- 3 years 10 months ago
- Investment Management
NeoXam, a leading financial software provider, and 1741 Fund Management have renewed their partnership for the next five years. The project to move to the latest software generation of NeoXam’s GP4 has already begun. 1741, a fund manager with roots to Switzerland’s oldest private bank, relies on the Standard Software GP4 which is well established for Fund Accounting and used by global investment firms, fund managers and asset servicers worldwide... more
additiv Enables Financial Institution IT Teams to Build Their Own End-to-end Wealth Solution
- 3 years 10 months ago
- Wealth Management, SaaS
additiv, a leading SaaS provider to the wealth management industry, today launches Wealth Solution Builder; a new approach enabling banks and other financial institutions (FIs) to create their own WealthTech end-to-end solution and client journeys on top of an established foundation.
Fenergo to Transform Investor Lifecycle Management for Top Five Global Investment Management Firm
- 3 years 10 months ago
- Investment Management, Compliance, Risk Management
Fenergo, the leading provider of digital transformation, customer journey and investor lifecycle management solutions, has been selected by a top five global investment management firm with $2 trillion AUM.
PIMCO, Man Group, IHS Markit, State Street, Microsoft and McKinsey Join Forces on New Asset Management Operating Platform
- 3 years 10 months ago
- Asset Management
PIMCO, Man Group, IHS Markit, State Street, Microsoft and McKinsey & Company today announced the intention to form a new technology-led company, HUB, to build a cloud-based operating platform aimed at transforming asset managers’ operations technology. The company selected Microsoft as its technology platform provider to empower HUB to develop its asset management operating platform on Microsoft Azure cloud.