07/20/2022
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
Leading South African firm selects award-winning solution to advance performance measurement activities
07/18/2022
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
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
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
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
This partnership reflects a culture of collaboration between Link Group and FCN.
07/13/2022
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
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
Firms aligned in helping financial advisors diminish cybersecurity risk, protect client data and comply with fast-changing regulations
07/12/2022
Winnow's automated regulatory compliance management platform gains recognition in two compliance-related categories.
07/06/2022
Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.
07/05/2022
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
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
In February, the group struck a deal to buy TORA, a cloud-based trading technology solutions firm, in a $325m deal.
07/01/2022
The collaboration with Derivative Path is the latest step by Goldman Sachs to gain market share in the crowded
06/30/2022
“Flow Traders has been a longstanding supporter of enabling exposure in digital assets and we are delighted to be working with Jacobi Asset Management on this launch.”
06/29/2022
Franklin Templeton will provide startups in this incubator a minimum of US$150,000 each in seed funding.
06/29/2022
Collaboration Delivers More Investment Flexibility for Advisors
06/29/2022
Because of the sensitive nature of their client information, leafplanner turned to ShardSecure and its patented Microshard technology for stronger data privacy protection.