Tagged: investment management

Deloitte Introduces InvestAcceleration, an Industry Accelerator for Investment Management from Workday

Deloitte announced the launch of InvestAcceleration, a new suite of solutions designed specifically for the investment management industry and is an industry-specific approach to implement Workday Financial Management. InvestAcceleration, helps investment management firms “address risks and challenges, including lack of agility, complex workflows and disparate… Read More

Rimes Investment Management Platform Matrix Selected by Sit Investment Associates

Rimes is pleased to announce that Sit Investment Associates has selected its Matrix investment management platform as a crucial part of a firm-wide modernization program. With some $15 billion assets under management (AuM) in the United States, Sit Investment Associates is reportedly “one of the… Read More

Alternative Investment Management Firm Lunate and BNY Mellon to Invest in Wealthtech Firm

Lunate, a global alternative investment management company with more than $50 billion of assets under management, and BNY Mellon (NYSE:BK), the largest custodian and a leader in wealth management technology are investing in a new company, Alpheya, that “will develop a customized wealth management technology… Read More

Fintech Profile Implements Axia Custody Solution at Liberum Wealth to Facilitate Management of Operations

Profile, a financial solutions provider, has announced the implementation of the Axia Custody solution at Liberum Wealth, in order “to advance and facilitate the management of their custody operations.” The solution enables the financial institution “to use advanced technology capabilities and significantly contributes to offering… Read More

Wealth and Investment Services: Wells Fargo Extends Availability of LifeSync, a Digital Approach to Money Management

Wells Fargo & Company (NYSE: WFC) announced the expanded availability of LifeSync, a personalized digital approach to aligning customers’ goals with their money, to all consumer customers. Available in the Wells Fargo Mobile app, LifeSync launched to all Wealth & Investment Management (WIM) clients earlier… Read More

Galaxy Digital to Scale UK, European Operations with New CEO Appointment

Galaxy Digital Holdings Ltd (TSX: GLXY), a financial services and investment management innovator in the digital asset and blockchain technology sectors, announced that Leon Marshall has been named Chief Executive Officer of Europe. In this newly formed role, Mr. Marshall will be “responsible for overseeing… Read More

Digital Commerce Growth Platform Wayflyer Secures $1B Financing from Neuberger Berman

Wayflyer, the revenue-based financing and growth platform for eCommerce businesses, has announced that it has agreed to an off-balance sheet program that will purchase up to $1bn of assets from funds managed by investment management firm Neuberger Berman. The facility means that Wayflyer is able… Read More

Arendt Services Taps Dublin Regtech Fenergo to Deliver Frictionless Investor Experiences

Arendt Services announces a partnership with Fenergo in order “to deliver its investment management clients a best-in-class, investor lifecycle experience.” Arendt Services will leverage Fenergo’s Software-as-a-Service (Saas) Client Lifecycle Management (CLM) solution “to meet investor expectations for a frictionless onboarding and maintenance experience.” Arendt Services… Read More

Fintech Magnifi Launches Linked Acct Capability to Provide Unified Investment Management Services

Magnifi, the AI-powered co-pilot for sensible investors from TIFIN, has launched a new feature that allows its over 20,000 subscribers now get AI help to not only manage investments held within their Magnifi brokerage accounts but now also from assets held in external accounts. This… Read More

Confluence Technologies Announces Development Leveraging AI Tech to Solve Complex Industry Problems

Confluence Technologies, Inc., a global technology solutions provider to the investment management industry, announced the first development out of its innovation lab that leverages AI technology to solve complex industry problems. As the first application, the Confluence innovation lab “applies Large Language Models (LLM) to… Read More

Clearwater Analytics, J.P. Morgan Asset Management Integrate Platforms to Support Multi-Asset Trading Solution

Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, and J.P. Morgan Asset Management announced a strategic partnership that will “integrate Clearwater with the MORGAN MONEY global trading platform, allowing permissioned users to easily navigate between both systems.”… Read More

Financial Services Software: corfinancial Implements CSDR Compliance Solution at Man Group

corfinancial, a provider of specialist software and services to the financial services sector, announces the implementation of its Central Securities Depositories Regulation (CSDR) software, SureVu, at Man Group, a global active investment management firm with $144.7 billion of AUM (as of 31st March 2023). SureVu… Read More

Digital Assets: Galaxy, DWS to Develop Crypto-Asset Management Solutions in Europe

Galaxy Digital Holdings Ltd. (TSX: GLXY), a financial services and investment management innovator in the digital asset and blockchain technology sector, and DWS, which claims to be one of the world’s leading asset managers, have entered into a strategic alliance with the aim of initially… Read More

Investment Management: Confluence’s Analytics Solutions Adopted by Old Mutual Multi-Managers

Confluence Technologies, Inc., a global technology solutions provider helping the investment management industry solve analytics, compliance and regulatory needs,  announces the completion of Old Mutual Multi-Managers’ conversion “to its cloud-based Revolution Performance solution, gaining greater operational efficiency and ease of use in performance and attribution… Read More

Confluence Technologies, Investment Accounting Platform FundGuard to Enhance Fund Reporting

Confluence Technologies, Inc., a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting platform. The partnership will “combine functionality from Confluence’s fund administration platform Unity and Revolution,… Read More

DeFi: Cumberland Labs Announces Launch of Hashnote, an Investment Management Platform for Decentralized Finance

Founder and CEO Leo Mizuhara and Cumberland Labs are pleased to announce the launch of Hashnote, the first fully regulated, institutional-grade investment management platform for DeFi. Hashnote is “backed with US$5mn of investment from Cumberland Labs, an early-stage blockchain incubator launched by the partners of… Read More

UK’s Link Fund Solutions to Adopt Milestone Group’s pControl Oversight Platform

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

Vator Securities Chooses Bricknode to Administer Share Issue Services

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

Trovata, JP Morgan Asset Management to Make it Easier for Businesses to Invest Excess Cash

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

Citi, Accel Invest in Digital Asset Manager xalts

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

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