KBC Securities Services Selects Objectway for Smart Digital Client Onboarding for Independent Wealth Managers
- 5 years 8 months ago
- Wealth Management
KBC Securities Services has chosen the leading Digital Wealth & Asset Management software provider Objectway to implement Digital Client Onboarding for independent, Benelux-based wealth managers who rely on KBC Securities Services to safeguard their clients’ investment portfolios.
finnCap and Fintech WWG Collaborate with Rollout of New Sustainability Reporting Tool to Help SMEs Track and Demonstrate their ESG Credentials
- 5 years 8 months ago
- Investment Management
finnCap Group, leading adviser and broker to ambitious growth companies, both public and private, is pleased to announce a partnership with leading sustainability fintech company World Wide Generation (WWG) in order to provide businesses with a new digital sustainability monitoring and measurement App, Company Tracker, to measure and improve their social, economic and environmental impact, which is also mapped to the Sustainable Development... more
Propel Launches 'Propeller' Web Portal to Transform Asset Finance
- 5 years 8 months ago
- Asset Management
Propel, one of the UK’s largest independent finance houses, has launched Propeller, a revolutionary new online asset finance portal developed to power vendors’ sales and redefine the customer finance journey.
Cedar Oxygen Deploys First Impact Trade Financing to Lebanon
- 5 years 8 months ago
- Trade Finance, Investment Management
Cedar Oxygen, a Luxembourg domiciled, impact investment trade finance platform, has announced that it has arranged its first finance facility to Lebanese Roasting Group Sal (‘Castania’), a leading Lebanese player in the nuts and snacks sector. The finance will support the import of needed raw materials and is the first in a series of major deployments which are hoped will breathe long-term life into the Lebanese economy.
QuickBooks Takes the Stress Out of Tax Returns With Expansion of Self Assessment
- 5 years 8 months ago
- Management
Intuit QuickBooks, the UK’s leading financial management platform, announces new features in its recently launched Self Assessment tool, arming small businesses (SMBs) with an efficient and stress-free way of helping to prepare their tax return in advance of the upcoming January deadline. Other updates in the QuickBooks Winter Product Release include a special offer with ‘GoCardless’, and updated VAT codes ahead of changes to import tax in 2021.
YouGov, TrueLayer Research Reveals 5 Payments Trends Impacting Digital Wealth Management
- 5 years 8 months ago
- Wealth Management, Payments
TrueLayer, the leading technology company building financial infrastructure that’s open to everyone, today revealed the results of its latest research, produced in association with YouGov, into the payments trends shaping the wealthtech market.
NeoXam Expands Longstanding Relationship with Raiffeisen Capital Management
- 5 years 8 months ago
- Asset Management, Investment Management
NeoXam, leading financial software provider has extended its relationship with Raiffeisen Capital Management, one of Austria’s largest asset managers, for a further five years. Raiffeisen Capital Management, which currently has €36,3 billion in assets under administration (by end of May), has been using NeoXam’s investment management solutions for over two decades. The new agreement includes improved features across the two solutions that... more
BEC Moves to Full Shareholder Rights Directive II Readiness with Broadridge’s Industry Leading Solution
- 5 years 8 months ago
- Asset Management
Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, has announced that it has been selected by BEC, a Danish full-service technology firm that develops and operates IT systems for financial institutions, to provide its comprehensive solution for the updated Shareholder Rights Directive (SRD II).
IQ-EQ’s Funds and Private Wealth Segments Recognised with Simultaneous International Award Wins
- 5 years 9 months ago
- Wealth Management
Leading global investor services group IQ-EQ has achieved simultaneous recognition for two of its core service segments, Funds and Private Wealth, with wins in both the 2020 Funds Europe Awards and Citywealth Magic Circle Awards. The Funds Europe Awards recognise outstanding contributions within the European funds community, while the Citywealth Magic Circle Awards celebrate the elite players within the global private wealth industry.
ALPIMA Launches Notebooks 2.0 to Accelerate Custom Investment Strategy Design
- 5 years 9 months ago
- Investment Management
ALPIMA, the B2B SaaS platform for investment management and product design, today launched ALPIMA Notebooks 2.0, an enhanced module that enables quant and development teams to build, develop and implement high-quality investment strategies – faster and better.
Objectway Delivers Full Client Lifecycle Management at Brewin Dolphin
- 5 years 9 months ago
- Management
Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading UK wealth manager Brewin Dolphin (LON:BRW).
Double Win for Objectway WealthTech Suite at XCelent 2020 Awards
- 5 years 9 months ago
- Wealth Management
Objectway, a leader in the Digital Wealth & Asset Management software, won the XCelent award for Breadth of Functionality and for Client Base in Celent’s October 2020 report, Front-to-Middle Office Platforms: EMEA Wealth Management Edition: 2020 XCelent Awards: Powered by VendorMatch.
Substantive Research Launches Analyst Mapping Service
- 5 years 9 months ago
- Asset Management, Data
Substantive Research, the research discovery and research spend analytics provider for the buy-side, has today launched its Analyst Mapping service, allowing asset managers to gain an aggregated view of banks’ analyst moves, their seniority and sector coverage of relevance to them. Managers can now understand which brokers are investing or disinvesting in experienced analysts covering the sectors and asset classes pertinent to their strategies... more
IHS Markit Launches Sovereign ESG Dataset Covering 41 Indicators Across 211 Countries and Territories
- 5 years 9 months ago
- Investment Management
IHS Markit today announced the launch of its Sovereign ESG Dataset incorporating 41 discrete indicators across 211 countries and territories. The dataset outputs are numerical for efficient portfolio integration and include forward guidance on a one-year horizon for key Sovereign ESG indicators.
Avaloq Launches Avaloq Insight for Advanced Data Science and AI in Wealth Management
- 5 years 9 months ago
- Wealth Management
Avaloq Insight is a real-time data science cloud platform providing wealth managers and financial advisers with advanced levels of analytics. The new platform is designed to drive customer satisfaction and increase sales effectiveness based on big data technology.
