07/25/2022
Rabobank selects US fintech InvestCloud for financial planning tools
“Rabobank shares our belief that everyone should have access to a financial plan, no matter their level of income,” Wise adds.
FinTech
07/22/2022
Morgan Stanley and Mastercard back credit-building startup TomoCredit
Female, immigrant-founded TomoCredit is targeting the 40 million credit-invisible immigrants and international students with no credit history in the US.
07/21/2022
Data Management and AI Automation Tools Are the Top Investment for Financial Firms, Broadridge Survey Finds
57% of respondents confirm financial firms still have progress to make, before they reach the advanced stages of innovation and technology efforts
07/21/2022
Arvest Bank Collaborates with Google Cloud to Transform Community Banking
Partnership will accelerate Arvest Bank's digital transformation strategy with a focus on AI, sustainability, and workforce upskilling
07/20/2022
YourStake launches new integration with SS&C's Black Diamond® Wealth Platform to give clients a full view of their investment impact
This tool can help advisors consistently and easily demonstrate the impact of investing and cut through greenwashing by drilling down to specific information on each company in a portfolio.
07/20/2022
Momentum Investments Selects SS&C Sylvan
Leading South African firm selects award-winning solution to advance performance measurement activities
07/18/2022
US fintech Pico receives $200m investment from Golden Gate Capital
The new funds will be used to pursue M&A opportunities and improve the firm’s infrastructure and data offerings, as well as expand its market coverage.
07/15/2022
EQ Bank selects Flinks for open banking data sharing
With Canada's fast growing network of fintechs apps, Flinks enables easy adoption of these APIs by managing the onboarding, accreditation, and support.
07/15/2022
Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix
This extended partnership is a move that cements Wealth Dynamix as a core technology provider within Banco Sabadell, Miami Branch’s technology infrastructure.
07/14/2022
Pontera and Hilltop Wealth Advisors Announce Partnership to Improve Client Retirement Outcomes
RIA firm Hilltop Wealth Advisors partners with Pontera to securely manage and trade clients’ held away accounts, including 401(k)s, 403(b)s, and more
07/13/2022
Link Groups partners with US-based Financial Coaches Network
This partnership reflects a culture of collaboration between Link Group and FCN.
07/13/2022
Eton Solutions Raises US$ 38 Million Series C Funding
Series C Funding Round Anchored by Navis Capital Partners to Support Eton Solutions Product Development, its Rapid Growth Trajectory, and International Expansion.
07/13/2022
Founders of bankrupt crypto hedge fund 3AC go missing, as investors try to recoup assets
The court filing from Friday also alleges that the founders have not yet begun to cooperate with the liquidation process “in any meaningful manner.”
07/12/2022
Private Advisor Group Launches Entreda as Cybersecurity Risk-Mitigation and Compliance Solution
Firms aligned in helping financial advisors diminish cybersecurity risk, protect client data and comply with fast-changing regulations
07/12/2022
Winnow Named as Finalist in 2022 Wealth Management "Wealthies" Industry Awards
Winnow's automated regulatory compliance management platform gains recognition in two compliance-related categories.
07/06/2022
First Trust Buys Direct Indexing Platform Veriti
Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.
07/05/2022
Wealth advisers should digitise more, says Yaela Shamberg of InvestCloud
Founded in California in 2010, InvestCloud is a global tech company offering cloud-based digital financial tools, apps and platforms, with an approach that combines a design focus with behavioural science expertise.
07/05/2022
Crypto pioneer Altana launches Digital Assets Fund
ADAF follows six main primary investment themes: Layer 1 & 2 Blockchain, Decentralised Finance, Web 3.0, centralised exchange platforms, interoperability and Metaverse/Gaming.
07/04/2022
Private equity firms conclude acquisition of LSEG’s BETA+ platform
In February, the group struck a deal to buy TORA, a cloud-based trading technology solutions firm, in a $325m deal.
07/01/2022
Goldman Sachs Partners With Capital Markets Technology Firm
The collaboration with Derivative Path is the latest step by Goldman Sachs to gain market share in the crowded