Portfolio management

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/security

RFA launches managed data services

RFA, the leader in the Cloud and Cyber Security technology and digital transformation, today announced the launch of its Managed Data Services.

/wealth

Indian fintech Niyo acquires Goalwise

In a bid to expand its product offering to the millennials, Niyo, India's leading digital banking fintech start-up, has acquired Goalwise, a new-age mutual funds investment platform.

/markets

Red Swan Risk and Asset Control team to provide integrated security master and model risk service

Red Swan Risk is enhancing its world-class multi-asset class portfolio risk management solution, RiskON, through Asset Control’s managed service offering, PaSSPort, to provide a seamless data experience to its clients.

/markets

Credit Suisse Next Investors’ LUX FTS and NorthPoint, merge to form Portfolio BI

Credit Suisse Asset Management’s NEXT Investors, a leading Fintech growth equity group, announced today that LUX Fund Technology and Solutions (LUX FTS), a SaaS-based enterprise data management and reporting platform, and NorthPoint, a leading global provider of front-to-back office investment management solutions, have merged to form Portfolio BI.

/markets

Matrix IDM adds AI from Fintech Studios to news feed

Matrix IDM, a leading solution provider to asset owners and managers, today announces that they have successfully integrated FinTech Studios Apollo.aiTM platform into the Matrix offering.

/wealth

Rise Wealth Technologies rebrands as Quantumrock

RISE Wealth Technologies, the Munich-based AI investment technology firm, has today unveiled a new name, new logo and a new website as part of an extensive rebranding initiative. The business is now known as Quantumrock.

/markets

Profile sells Axia suite to Investment Partners

Profile Software, a leading financial solutions provider, announced today that 3K Investment Partners, a Mutual Funds Company based in Athens, selected Axia, Profile’s leading omni-channel and web-based investment management system, to efficiently address its fund and wealth management operations on a single platform supporting all of its investment activities in an fully automated environment.

/markets

SimCorp enters South Africa

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announces its entry into the South African market, with new Managing Director, Brian Anderson.

/startups

Boosted.ai raises $8m

Boosted.ai, the leading distributed machine learning platform for global investment professionals, today announced the closing of an $8 million USD Series A financing round, led by Portag3 Ventures.

/wealth

Syfe collaborates with SGX on S-Reit investment portfolio

Syfe, a digital wealth management company licensed by the Monetary Authority of Singapore, in collaboration with Singapore Exchange (SGX), today launched a first-of-its-kind portfolio that allows everyone to easily invest in and track the SGX’s iEdge S-REIT 20 Index, one of the most popular indices of the Singapore stock market.

/retail

Customers Bank enlists OakNorth to boost credit monitoring and portfolio management

OakNorth, the next-generation credit and monitoring platform, today announces the signing of a commercial agreement with Customers Bank (NYSE: CUBI), which is a full-service bank that provides a range of banking and lending services to small and medium-sized businesses, professionals, individuals and families.

/cloud

BlackRock to port Aladin to Microsoft Azure

BlackRock and Microsoft Corp. have formed a strategic partnership to host BlackRock’s Aladdin infrastructure on the Microsoft Azure cloud platform, bringing enhanced capabilities to BlackRock and its Aladdin clients, which include many of the world’s most sophisticated institutional investors and wealth managers.

/markets

Enhance Group unveils Mosaic 2.0

Enhance Group is pleased to announce the client launch of its proprietary investment oversight platform, Mosaic 2.0.

/wealth

Skarbiec TFI selects NeoXam portfolio management system

Polish asset manager Skarbiec TFI has chosen leading fintech provider NeoXam, for its Density portfolio management solution. The solution will be rolled out across all 42 of Skarbiec’s funds and sub-funds.

/markets

Nasdaq buys Solovis

Nasdaq, Inc. (Nasdaq: NDAQ) announced today the acquisition of Solovis, a privately-held financial technology company offering multi-asset class portfolio management, analytics and reporting tools across public and private markets.

/retail

Washington Trust Bank expands Baker Hill partnership

Baker Hill, the leading financial technology provider in delivering solutions for common loan origination, risk and relationship management, CECL, and smart data analytics, today announces a renewed partnership with Washington Trust Bank.

/markets

ICE Bonds completes integration with BlackRock Aladdin

Intercontinental Exchange, Inc. (NYSE:ICE), a leading operator of global exchanges and clearing houses and provider of data and listings services, today announced that ICE Bonds has completed its integration with BlackRock’s Aladdin, offering access to ICE Bonds’ Portfolio Auction functionality, an automated execution protocol for portfolio trading.

/wealth

Pennsylvania Public School Employees’ Retirement System selects SimCorp

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, announces that it has signed a license agreement* with Pennsylvania Public School Employees’ Retirement System (PSERS), to form the foundation for its middle and back office investment operations.

/Portfolio management

Style Analytics hires Damian Handzy as US chief commercial officer

Style Analytics, the provider of factor-based portfolio and market analytical tools for investment professionals, today announced the appointment of Damian Handzy as Chief Commercial Officer.

/retail

Cuna Mutual Group selects IHS Markit

IHS Markit (NYSE: INFO), a world leader in critical information, analytics and solutions, today announced that CUNA Mutual Group, an insurance and financial services company that provides financial services to cooperatives, credit unions, their members, and other customers worldwide, has selected IHS Markit’s investment management platform, thinkFolio, as well as its Enterprise Data Management (EDM) and EDM Warehouse solutions.

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