Portfolio management

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Gluskin Sheff + Associates picks Broadridge investment management tech

Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, has announced the successful implementation of Broadridge’s investment management technology for Gluskin Sheff + Associates Inc. Gluskin Sheff is utilizing Broadridge’s comprehensive and fully-hosted platform of portfolio management, order management, compliance and data analytics capabilities as it scales its wealth management business for future growth.

/Portfolio management

Black Mountain acquires Mariana Systems

Black Mountain Systems, a software company that develops innovative data and process management solutions for asset managers and financial institutions, announced today that it has acquired Chicago-based financial software firm, Mariana Systems.

/Portfolio management

Bridge Financial raises series A funding

Bridge, a portfolio management software platform provider for RIAs, fiduciary financial advisors, and wealthtech companies, announced today that it has raised Series A funding led by FINTOP Capital and MissionOG

/Portfolio management

Seed CX targets institutional investors with digital asset wallet launch

The digital asset market, long dominated by individual retail traders, is attracting the interest and participation of institutional investors.

/wholesale

Objectway scores front-end deal with BNY Mellon’s Pershing

Objectway announces its ongoing collaboration with BNY Mellon’s Pershing, a market leading provider of trading, clearing, settlement and custody services, to deliver Pershing's new integrated front-end solutions: Pershing Nexus Wealth®, with digital client management portfolio management tools, and Pershing Nexus Investor®, an investor portal.

/Portfolio management

Citco launches data sharing tool

The Citco Group of Companies (“Citco”), a leading global services provider for the financial services industry, today announced the launch of CitcoConnect, a new digital solution that automates and simplifies the process of managing prospective investors, including an online utility for the placement of initial investments in alternative funds.

/Portfolio management

VC firm Serena to monitor portfolio performance with IHS Markit

IHS Markit, a world leader in critical information, analytics, and solutions, today announced that Serena has chosen the iLEVEL platform to collect, monitor, and report on portfolio data for their €300 million portfolio.

/Portfolio management

FlexTrade integrates Bernstein Cube into EMS

FlexTrade Systems, a global leader in multi-asset execution and order management systems, today announced the integration of the Bernstein Cube into the FlexTRADER EMS, which will provide traders with a comprehensive portfolio construction, risk analysis and pre-trade system right from the blotter.

/Portfolio management

Tremblant Capital selects LiquidityBook

LiquidityBook today announced that Tremblant Capital, a multi-billion global asset management firm, has selected the SaaS-based LBX Buy Side as its full POEMS (portfolio, order and execution management system), with the integrated LBX Connect as its FIX routing network.

/wholesale

Tora launches rebalancing tool

Tora, provider of the industry’s most-advanced cloud-based order and execution management system (OEMS), today announced the launch of Tora Rebalancing.

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SocGen to use Addventa AI for portfolio commentary

Societe Generale Securities Services (SGSS) and Addventa announces a partnership to launch a service for automated drafting of portfolio management commentaries based on artificial intelligence solutions.

/Portfolio management

Axioma launches new cloud based environment for investment

Axioma today announced the launch of axiomaBlueTM, an innovative cloud-based environment providing best-of-breed solutions and tools that enable investment managers to cost efficiently create, implement and scale unique investment strategies.

/Portfolio management

Axioma introduces interactive dashboards

Axioma today announced the launch of new interactive dashboards that enable portfolio managers and risk managers to obtain valuable insights on risk from Axioma’s enterprise risk-management platform, factor risk models and full suite of market data.

/Portfolio management

Dash Financial releases new buy-side trading system

Dash Financial Technologies, the industry leader in order routing transparency, visualization and customization solutions, today announced the launch of its next-generation portfolio trading (PT) algorithm, a highly customizable workflow and execution solution with real-time transparency and analytics, allowing institutional clients to achieve their portfolio trading performance goals, however they choose to define them.

/Portfolio management

Newton replaces legacy platform with Eagle Investment system

Eagle Investment Systems LLC, a BNY Mellon company and leading provider of financial services technology, announced today that Newton Investment Management (“Newton”) has selected Eagle Accounting to replace its legacy investment accounting platform.

/Portfolio management

Bank Frick buys share in fintech 21.finance

21.finance AG, which is based in Liechtenstein, is to get a new shareholder.

/Portfolio management

Framework appoints ex-StanChar exec as CEO

Framework, a specialist global solutions vendor for Private Equity (PE) and Real Estate (RE) investments, has made a senior hire to its leadership team to meet demand for its enterprise investment accounting data management solutions.

/Portfolio management

Online investment platform Primary Bid raises £2m in funding

Primary Bid, the online platform that enables retail investors to gain access to discounted equity offerings of publicly listed companies, today announced that it has closed a £2 million investment round led by funds managed by Lombard Odier, family offices and a series of angel investors.

/Portfolio management

VTFinTech joins OpenFin platform

VTFinTech, the technology provider of portfolio management and research evaluation services, today announced that it has joined the OpenFin platform to quickly and seamlessly onboard, deploy and deliver its Parity One software at scale to financial institutions.

/Portfolio management

Norwegian asset manager completes SimCorp installation

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, announces today that Storebrand Asset Management, Norway’s largest private asset manager with EUR 71 billion in assets under management, now completes its strategic consolidation project, with the addition of SimCorp’s front office and fund management solutions.

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