Tagged: investment management

January 24, 2023 @ 10:57 am By Omar Faridi  |  

Milestone Group, the global provider of Oversight and Backup NAV solutions to the investment management industry, has announced that the UK’s largest independent Authorised Corporate Director (ACD), Link Fund Solutions, will “adopt its pControl™ Oversight platform.”: pControl™ Oversight will “allow Link Fund Solutions (LFS) to… Read More

December 24, 2022 @ 4:07 pm By Omar Faridi  |  

Vator Securities, a corporate finance and advisory service provider, has chosen Bricknode’s digital investment management platform “to administer share issues.” Since its launch in 2010, Vator Securities has “focused on financing growth companies through a range of issuance services.” Vator raises capital “from local and… Read More

December 14, 2022 @ 3:03 pm By Omar Faridi  |  

Trovata, a bank-connected platform that makes it easier for finance and treasury professionals to manage cash, and J.P. Morgan Asset Management, a global player focused on investment management with $2.3 trillion of assets under management, announced they are partnering “to help joint customers tap into… Read More

October 8, 2022 @ 8:03 pm By Omar Faridi  |  

Wall Street and Silicon Valley are coming together “to build digital asset management solutions focused on connecting institutional investors to the crypto ecosystem.” Earlier this year, former HSBC trader Ashutosh Goel and former Meta Asia executive Supreet Kaur paired up to build xalts, an investment… Read More

September 18, 2022 @ 5:47 pm By Omar Faridi  |  

TS Imagine, a global platform focused on trading, portfolio, and risk management solutions for capital markets, announced that Varenne Capital, a Paris-based, process-driven, global investment manager, has selected TradeSmart OEMS, which is TS Imagine’s Order and Execution Management System, “to support its trading activities.” TradeSmart… Read More

August 13, 2022 @ 1:03 pm By Omar Faridi  |  

Investment management firm abrdn (LON: ABDN) has reportedly become the largest external shareholder in the United Kingdom’s “first” regulated digital securities exchange, Archax. Terms of the transaction have not been shared publicly. Archax was established around 4 years ago in order to offer access to… Read More

May 24, 2022 @ 11:07 pm By Omar Faridi  |  

Wells Fargo Wealth & Investment Management (WIM) recently announced the relaunch of Intuitive Investor, its digitally automated investing platform. Investors can now “access the robo-advisory platform with only a minimum $500 investment.” Michelle Moore, head of Digital for Consumer and WIM at Wells Fargo, said:… Read More

May 9, 2022 @ 9:32 pm By Omar Faridi  |  

The Fintech Open Source Foundation (FINOS) recently announced Wellington Management, one of the “largest” independent investment management firms, as its newest Platinum member. In addition, Wellington’s Co-Head, Technology, Madeleine Dassule will “join the FINOS board of directors.” As noted in an update shared with CI,… Read More

August 11, 2021 @ 12:03 pm By Omar Faridi  |  

Lithuania-based Debitum, a borderless financial platform, is pleased to report that their new product on the market “Easy Invest“ has officially been launched. With this new product, Debitum offers investors the same tools that professional investors have been using for a long time – “a… Read More

July 18, 2021 @ 9:53 pm By Omar Faridi  |  

The team at Lithuania-based financing platform Debitum recently published their platform statistics update for June 2021. As noted in a blog post by Debitum, the month of June was a relatively calm or quiet month for the platform. However, their team continued working hard to… Read More

July 2, 2021 @ 5:35 pm By Omar Faridi  |  

Sound Income Strategies, a registered investment advisory (RIA) company with over $1.4 billion in AUM, has integrated RedBlack, an intelliflo solution, which is a wealth management sector provider of rebalancing and trading applications. Sound Income Strategies was established by David J. Scranton (CLU, ChFC, CFP®,… Read More

July 1, 2021 @ 8:10 am By Omar Faridi  |  

The team at Lithuania-based financing platform Debitum notes that raising funds for SMEs can be quite a challenging and stressful experience. Until only recently, the choice had been between the different types of loans provided mainly by traditional banking institutions, which involve tedious application processes… Read More

May 20, 2021 @ 10:37 pm By Omar Faridi  |  

IHS Markit (NYSE: INFO), a provider of critical information, analytics and solutions, has partnered with CloudAttribution in order to integrate their performance attribution capabilities into the thinkFolio investment management platform. This latest partnership aims to complement thinkFolio’s business strategy of enhancing flexibility, interoperability and offering… Read More

April 25, 2021 @ 2:26 pm By Omar Faridi  |  

Lithuania-based Debitum, which offers borderless small business financing, reveals that March 2021 was a “challenging” month for the platform but the team still reportedly managed to achieve several key milestones. Debitum writes in a blog post update that at the end of March 2021, the… Read More

March 21, 2021 @ 8:30 pm By Omar Faridi  |  

UK-based digital banking challenger Starling notes that the end of the tax year is now “fast approaching.” This may be a good time to “make the most” of your tax-free allowances on Individual Savings Accounts (ISAs), the Starling team writes in a blog post. Starling… Read More

March 5, 2021 @ 6:21 pm By Omar Faridi  |  

When discussing wealth management strategies and how Fintech solutions can help investors better manage their portfolios, analysts often talk about how to create new wealth. They may discuss goal setting, risk profile management, and investment management. Dr. Sekar Jaganathan, Director of Digital Strategy at Kenanga… Read More

October 27, 2020 @ 10:14 pm By Omar Faridi  |  

Broadridge Financial Solutions, Inc. (NYSE:BR), an established provider of investor communications and tech-driven solutions to banks and asset managers, has announced that PAG, a major Asia-focused investment group, has selected Broadridge as a Cloud-enabled portfolio management solution provider. As confirmed in a release, the enhancement… Read More

June 16, 2020 @ 9:14 pm By Omar Faridi  |  

The Dash Investment Foundation (DIF), an organization that makes Dash (digital currency) denominated business loans and equity investments within the blockchain and crypto-asset sector, has purchased gold for the first time. The organization said it will be introducing its Dash-to-gold rebalancing strategy, which involves diversifying… Read More

June 11, 2020 @ 9:02 pm By Omar Faridi  |  

XP Investimentos XP Inc. (Nasdaq: XP), a company offering fixed income, equities, and private pension products, says it’s reevaluating its business plans, following the introduction of new Open Banking guidelines in Brazil. XP will reportedly be acquiring a majority stake in Fintech firm Fliper, an… Read More

May 12, 2020 @ 9:19 am By Samantha Hurst  |  

Vise, a U.S.-based artificial intelligence (AI)-driven investment management platform built for the modern financial advisor, announced on Tuesday it has secured $14.5 million in Series A funding, which was led by Sequoia Capital with participation from Founders Fund, Bling Capital, Human Capital, Lachy Groom, Steve… Read More