Portfolio management

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/markets

Horizon Software invests in French financial research project

Horizon Software, a global leading vendor in Market Making, Agency Trading and Algo Trading Technology, announced today it is investing more in financial research by funding a research project in partnership with the university of Paris-Saclay-Ecole Doctorale de Mathématiques Hadamard.

/wealth

Morgan Stanley Investment Management and iCapital extend partnership

Morgan Stanley Investment Management (MSIM) and iCapital[1] today announced an expansion of their US partnership to provide more banks and wealth managers globally with access to a suite of private markets funds managed by MSIM.

/people

Coremont appoints global COO from State Street

Coremont LLP (“Coremont”), a leading FCA-regulated financial services firm that provides complete front-to-back portfolio management support for hedge funds and institutional asset managers, today announces that it has appointed Akbar Sheriff as Global Chief Operating Officer and Partner.

/markets

GAM Investments steamlines risk and portfolio management with Bloomberg

Bloomberg announced today that GAM Investments, a leading independent pure-play asset manager, has adopted an integrated suite of Bloomberg buy-side workflow solutions to streamline risk and portfolio management across the enterprise.

/wholesale

Linedata revamps portfolio management tech

Linedata (Euronext Paris: LIN), a global provider of asset management and credit technology data and services, today announced its next generation of portfolio management, Linedata Accumen, a suite of new web-based features powered by Linedata’s Asset Management Platform (AMP) and built to work seamlessly alongside Linedata Longview Trade Order Management System (OMS), to ensure that asset managers serve their clients quickly and continuously.

/crypto

AQRU.io surpasses $50 million in assets under management

AQRU plc, an incubator specialising in decentralised finance (DeFi), announces today that its wholly owned subsidiary, Accru Finance Ltd., has surpassed US$50 million in assets under management and 20,000 user signups on its proprietary yield-generating platform, AQRU.io. The milestone was achieved only five months since the platform’s launch and 39 days after the company announced that it reached around US$20 million (£16.5 million) in assets under management.

/startups

UK digital bank Monument launches first savings product

After receiving its full banking licence and commencing its property investment lending activity, Monument launches its app and first suite of savings products to the market.

/crypto

Seba Bank launches cross asset platform to simplify access to digital assets

SEBA Bank, a fully integrated, FINMA licensed digital assets banking platform, today announced the launch of a unique platform providing next-generation actively managed investment certificates (AMCs) that allow easier access to digital assets for investors. The innovative AMC platform enables Swiss asset managers to originate a Swiss-compliant AMC with Swiss ISIN and make unlimited use of SEBA Bank’s sophisticated portfolio management services.

/wealth

Quay Global Investors goes live with Indata

Indata®, a leading industry provider of software, technology and managed services for buy-side firms, today announced that Quay Global Investors is live with INDATA’s Architect AI OMS and Portfolio Management solution.

/markets

FactSet acquires Cobalt Software

FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced that it has acquired Cobalt Software, Inc. (“Cobalt”), a leading portfolio monitoring solutions provider for the private capital industry.

/wealth

Shaw and Partners appoints LAB Group to streamline digital onboarding

Australia’s leading financial services KYC & onboarding platform provider, LAB Group, is pleased to announce that it has partnered with one of Australia’s preeminent investment and wealth management firms Shaw and Partners to enhance the organisation’s client onboarding experience. With a national presence and over $27 billion of assets under advice, Shaw and Partners is client focused and is continuously looking for ways to enhance its client and adviser experience.

/wealth

Scalable Capital expands savings plan offering

Scalable Capital, a fast-growing online broker and Europe’s largest digital wealth manager, has comprehensively expanded its savings plan offering. Clients can now regularly save towards stocks, ETFs and cryptocurrencies starting at just 1 Euro savings rate – free of order fees. With this offer, the company is taking a big step towards becoming the leading digital investment platform.

/wealth

Mintos secures investment and e-money licences from Latvian regulator

Mintos, Europe’s largest marketplace for investing in loans, has secured investment firm and electronic money institution licenses from the Latvian regulator Financial and Capital Market Commission (FCMC) in a bid to continue its growth plans of becoming Europe’s go-to platform for retail investors.

/retail

Red River Bank picks Teslar Software loan origination platform

Teslar Software, provider of portfolio management tools that aggregate and automate lending and deposit operations for community financial institutions, announced today that Red River Bank has selected their end-to-end loan origination platform, allowing the bank to streamline and automate the lending process for all types of loans.

/Portfolio management

MFS signs with Jacobi

MFS Investment Management has selected Jacobi Inc., an international investment technology provider, to support portfolio analysis and design for its Investment Solutions Group (ISG) – the team responsible for working with institutional and professional buyer clients globally on custom solutions, advisory services including asset allocation and risk analytics across multi-asset portfolios.

/wealth

Investment Metrics launches factor-based change analysis tool

Investment Metrics, a leading provider of investment analytics, reporting and data, today announced the launch of DeltaZoomTM to help institutional investors, advisors and asset managers better understand style factor changes within portfolios.

/wealth

IHS Markit teams up with CloudAttribution

IHS Markit (NYSE: INFO), a world leader in critical information, analytics and solutions, has formed a strategic alliance with CloudAttribution to integrate their best-in-class performance attribution capabilities into the thinkFolio investment management platform.

/wealth

Teslar Software signs The National Bank of Texas

Teslar Software, provider of portfolio management tools that aggregate and automate lending and deposit operations for community financial institutions, announced today that The National Bank of Texas selected its platform to enhance operations and increase transparency within their lending portfolio.

/regulation

Broadridge integrates FundApps regulatory compliance tech

Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, and FundApps, a global RegTech provider, announced the integration of FundApps’ regulatory compliance technology with Broadridge’s buy-side portfolio and order management solution.

/crypto

Crypto fund Tyr Capital chooses HedgeGuard to shore up portfolio management

Leading cryptocurrency hedge fund, Tyr Capital Arbitrage SP, has teamed up with HedgeGuard, a provider of portfolio management software and services for traditional and crypto asset managers, to increase greater operational efficiency across its fund activities.

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