Portfolio management

614 articles tagged with this keyword

All articles with this keyword
Apply Cancel
Franklin Templeton launches first tokenised fund in Luxembourg

/wealth

Franklin Templeton launches first tokenised fund in Luxembourg

US asset manager Franklin Templeton has launched what it claims is the first fully tokenised investment fund domiciled in Luxembourg.

/ai

6 Monks and Aisot Technologies partner for AI-driven investment fund

Aisot Technologies (aisot), a leading provider of AI-driven investment insights, and 6 Monks (6M), a pioneering Alternative Investment Fund Manager (AIFM), announced a partnership to leverage aisot’s AI Insights Platform to support 6M‘s investment strategies.

/wealth

Ocorion links with Landytech

Ocorian, a market leader in asset servicing for private markets, corporate, and fiduciary administration, has announced a strategic partnership with Landytech, an international provider of cutting-edge data aggregation and analysis services and creator of Sesame, an investment management platform for asset owners, managers and advisors.

/wealth

Alpha Capital Family Office rolls out intelliflo redblack

intelliflo today announced that Alpha Capital Family Office has completed a successful implementation of intelliflo redblack to support the RIA’s ongoing growth and momentum.

Robinhood helping UK investors gain easier access to US markets

/wealth

Robinhood helping UK investors gain easier access to US markets

Investors across the world want ease and access to the best, most rewarding investments without encountering too many obstacles. Except, for the UK investor, access to US markets can come with a host of complications. Robinhood, an American trading and investment app, sought to solve that.

/markets

EToro unveils range of new portfolio tools

Trading and investing platform eToro has unveiled a range of new tools to give users a clearer and more in-depth view of their investment performance while also helping them to make more informed investment decisions.

/wealth

Garanti BBVA enhances investment options on its mobile app

Garanti BBVA recently revamped ‘Garanti BBVA Mobile’, making it faster and easier for investors to monitor and manage their investment portfolios directly on the app.

/markets

BNP Paribas launches post-trade data management services with NeoXam

BNP Paribas’ Securities Services business today announces the launch of new post-trade data management services, leveraging the Investment Data Solution (IDS) of NeoXam, a market leader in financial data technology solutions, to support clients’ decision-making across the investment value chain.

/markets

Mapfre AM selects BlackRock Aladdin for digital transformation of investment platform

MAPFRE AM, MAPFRE Group’s asset management arm, will take a significant step forward in its digital transformation – a key pillar of the company’s growth strategy - by adopting BlackRock’s Aladdin platform, marking the first insurance company in Spain to implement the technology.

Sustainable Finance Live – Natural Capital Finance

/Portfolio management

Sustainable Finance Live – Natural Capital Finance

143 downloads

/wealth

Close Brothers selects Objectway to drive digital transformation

CBAM, one of the UK's leading specialist investment management and financial planning firms with over £20 billion of assets under management, has chosen Objectway to support its growth strategy and enhance its offering, aiming to become the best place in the UK for wealth management professionals and their clients.

Robinhood makes wealth management push through $300m TradeMPR deal

/wealth

Robinhood makes wealth management push through $300m TradeMPR deal

Trading app Robinhood has agreed a $300 million cash and stock deal to buy custodial and portfolio management platform TradePMR.

/markets

Bank of Valletta selects Profile Software’s investment management platform

Bank of Valletta p.l.c. (BOV), Malta’s largest banking institution selects Axia Suite, the leading investment management platform of Profile Software, to enhance its portfolio management and investment services’ operations.

/crypto

Murex and Kaiko partner on portfolio management for digital assets

Murex, the global leader in trading, risk management, and processing solutions for capital markets, has announced a strategic partnership with leading crypto sector data provider Kaiko.

/wealth

Digital funds firm fundcraft appoints chief revenue officer

Fundcraft, a leading provider of digital fund operations, today announces the appointment of Craig Perrin as Chief Revenue Officer.

/payments

GoCardless and Moneybox extend partnership

Savings and investing platform Moneybox has renewed its relationship with bank payment company GoCardless, building on an eight-year partnership.

/wealth

BlackRock launches eFront Provider

BlackRock today announces the launch of eFront Provider, designed to enable asset servicers to offer asset managers a modern fund servicing experience, complete with real-time views into their private markets investor, fund and investment data.

/wealth

Acuity Trading and Interactive Brokers collaborate on investment research platform

Acuity Trading, a leading provider of alternative data and analysis tools, is excited to announce its strategic collaboration with Interactive Brokers (IBKR), one of the world’s most prominent online brokerage firms.

AI set to revolutionise wealth management operations - survey

/ai

AI set to revolutionise wealth management operations - survey

Artificial intelligence is set to revolutionise the wealth management industry, with nine in 10 investors believing the technology can used effectively for researching financial products and service.

Wealth managers failing to meet clients' tech expectations

/wealth

Wealth managers failing to meet clients' tech expectations

Investors are prepared to dump their wealth managers if they fail to embrace new technology, suggests recently published research.

Welcome to Finextra. We use cookies to help us to deliver our services. You may change your preferences at our Cookie Centre.

Please read our Privacy Policy.

Accept