Appway Announces Client Lifecycle Management for Wealth & Private Banking on Salesforce AppExchange
- 4 years 10 months ago
- Wealth Management
Today, Appway announced it has launched Client Lifecycle Management for Wealth & Private Banking (abbreviated as CLM for Wealth) on Salesforce AppExchange. CLM for Wealth speeds up the conversion of prospects into satisfied and loyal clients and enables an optimal customer experience through 360-degree orchestration of client processes and interactions in full compliance.
Lu International Partners with KASIKORNBANK to Launch FinVest for Retail Investors in Thailand
- 4 years 10 months ago
- Investment Management
Lu International (Singapore) Financial Asset Exchange Pte. Ltd.
Leading UK Wealth Manager selects Cashfac to orchestrate cash movements and real-time operational accounting.
- 4 years 10 months ago
- Cash management, Wealth Management
Cashfac is delighted to announce that one of the UK’s largest wealth manager and specialist SIPP provider - trusted by thousands of investors with billions of pounds in pension and investment savings - has selected Cashfac to help drive their business transformation.
Maitland Grows London Business Development Team to Meet Increasing Demand from European Asset Managers
- 4 years 10 months ago
- Asset Management, Fund Management, People Moves
Maitland, the global advisory, family office and fund administration firm, has today announced two new hires as part of its continued growth across Europe. Natasha Head and Craig Rowland join as Business Development Managers based in London.
BNY Mellon announces innovative suite of services to deliver greater NAV oversight and contingency for the investment industry
- 4 years 10 months ago
- Fund Management, Investment Management, Banking
The Bank of New York Mellon Corporation (“BNY Mellon”) today announced a new suite of oversight and contingent Net Asset Value (NAV) calculation solutions to complement its existing fund accounting capabilities for clients. These new services are designed to drive greater transparency, efficiency and risk management for asset managers and asset owners. BNY Mellon’s new NAV offerings, which are platform and provider agnostic, set a new industry... more
Moneyfarm uncovers the “mid-life opportunity”
- 4 years 10 months ago
- Wealth Management
Moneyfarm, the leading European digital wealth manager, today launches a campaign urging those entering their 40s and 50s to invest in their plans for later life now, after identifying a “mid-life opportunity” which could see them benefit from thousands of pounds extra income to help them realise their retirement goals.
Finantix further strengthens Asian and European capabilities with senior appointments in Singapore and the UK
- 4 years 10 months ago
- Wealth Management
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, is pleased to announce two new senior hires in Asia Pacific and Europe with Michael Gantenbein joining as Account Delivery Director in Singapore and Gareth Williams as Business Development Director in the UK.
Sterling Mutuals Selects Pascal Financial to Deliver Integrated Digital Wealth Management Platform
- 4 years 10 months ago
- Wealth Management
Pascal Financial, an emerging fintech leader with Canada’s only fully integrated, AI-powered digital wealth management platform, today announced that it has integrated its digital wealth platform with Sterling Mutuals, one of Canada’s premier independent mutual fund dealers with over $4 billion in assets under administration (AUA) and more than 300 advisors and support staff.
CREALOGIX recognised as digital wealth management innovator in 2020 Fintech Power 50 list
- 4 years 10 months ago
- Wealth Management
CREALOGIX has been announced as a member of the new 2020 cohort of the Fintech Power 50, an exclusive annual programme working with 40 of the most innovative Fintech companies and 10 of the most trusted industry thought leaders that are judged as having the biggest impact in the broad fintech ecosystem worldwide.
Koine engages US Capital Global Securities to advise on $50MM equity raise
- 4 years 10 months ago
- Custody
Koine, the provider of segregated, institutional custody and settlement services for digital assets, has retained US Capital Global Securities as its lead financial advisor on a $50 million equity raise. Koine will utilise the $50 million equity financing to diversify its service offerings and acquire additional regulatory permissions to support its strategic international growth.
ING spins out advanced analytics portfolio tool Katana to accelerate its growth
- 4 years 10 months ago
- Investment Management, Banking
ING announced the spin-out of Katana, the advanced analytics platform that supports portfolio managers in making faster and sharper investment decisions. To enable further growth and to pave the way for an independent future for Katana, ING Ventures will invest a further £1.5m alongside other investors, as part of a £3 million funding round. Katana Labs ltd has incorporated in the UK and has its offices in London.
Pennsylvania Public School Employees’ Retirement System selects SimCorp for multi-asset investment coverage
- 4 years 10 months ago
- Investment Management
SimCorp grows its community of North American pension plans, with the addition of Pennsylvania Public School Employees’ Retirement System…
PayClip Selects TreasuryXpress for Comprehensive Treasury Automation
- 4 years 11 months ago
- Treasury
TreasuryXpress, the global leader in on-demand treasury management software today announced that Payclip (Clip), an innovative fintech company and Mexico’s leading online payment processor, has selected the firm’s on-demand treasury management solution (TMS), to help achieve straight-through processing of their entire treasury operations.
Ripple Caps Record Year with $200 Million Series C Funding
- 4 years 11 months ago
- Blockchain, Investment Management
Today, Ripple is thrilled to announce $200 million in Series C funding—an investment that marks a record year for the business and further proves the value of blockchain technology in improving global payments and the broader utility of the digital asset XRP and the XRP Ledger. The Series C was led by Tetragon with participation from SBI Holdings and Route 66 Ventures. These notable investors not only underscore Ripple’s long-term potential, but... more
SIX Acquires Stake in Securities Token Issuer Daura
- 4 years 11 months ago
- Asset Management
SIX has acquired a stake in token securities issuer daura as it prepares for the live launch next year of its digital asset exchange SDX. SIX, Swisscom, Sygnum Bank and the start-ups Custodigit and daura have been working intensively over the past few months to build an ecosystem for digital assets. Sygnum Bank, which has became the world’s first digital asset bank to start operations in September, is also taking a stake in daura.
