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FinTech

07/26/2022

SS&C GlobeOp Forward Redemption Indicator: July notifications 1.82%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform, divided by the AuA at the beginning of the month f

07/26/2022

SS&C Intralinks Sees Active Q3 2022 for M&A Despite Slowing Volumes

The SS&C Intralinks Deal Flow Predictor forecasts the number of future M&A announcements by tracking early-stage M&A activity from the previous four quarters, defined as new sell-side M&A transactions that are in preparation or have begun

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.

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.

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