Portfolio management

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/Portfolio management

Intertrust buys Viteos for $330m

Intertrust N.V. ("Intertrust"), a leading global provider of expert administrative services to corporate, fund, capital markets and private wealth clients, today announces the acquisition of Viteos1, a provider of leading-edge technology solutions for U.S. funds, from PPC Enterprises LLC, FiveW Capital LLC (an affiliate of 22C Capital) and Viteos management.

/Portfolio management

Commcise launches cloud-based investment research platform

Commcise, the award-winning provider of integrated commission management, research evaluation and reporting solutions for investment management and brokerage firms, today announced the launch of COMMCISECS to support client strategy teams within the research provider community.

/Portfolio management

SimCorp appoints new COO

SimCorp today announces the appointment of Christian Kromann as Chief Operating Officer (COO), a new position within SimCorp.

/Portfolio management

Hermes picks FactSet for multi-asset risk management

FactSet (NYSE:FDS | NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced that Hermes Investment Management, the £34.1 billion (US$44.4 billion) manager, has selected FactSet as its multi-asset risk provider.

/Portfolio management

Liquidnet makes AI acquisition

Liquidnet, the global institutional investment network, continues its expansion of its artificial intelligence (AI) investment analytics platform with the acquisition of Prattle, a leading provider of automated investment research solutions for portfolio managers, research analysts, and other financial professionals.

/wholesale

Jarvis Investment Management expands JHC Systems relationship

Wealth management fintech firm, JHC Systems (JHC) has today announced that, long standing JHC Figaro (Figaro) client, Jarvis Investment Management (Jarvis) is expanding its relationship with JHC by offering digital portfolio monitoring tool JHC Neon (Neon) to clients.

/retail

LifeYield launches Income Advantage

LifeYield, LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced today the release of Income Advantage, a first of its kind software tool offering advisors and their clients the ability to leverage sophisticated technology to create intelligent withdrawals from all their accumulated assets.

/Portfolio management

Liquidnet acquires RSRCHXchange

Liquidnet, the global institutional investment network, today announced it has acquired RSRCHXchange, a leading marketplace and aggregator for institutional research.

/Portfolio management

Axyon AI appoints new chief commercial officer

Axyon AI, the AI provider for financial services, has announced the appointment of Frank Abbenhuis as its Chief Commercial Officer.

/Portfolio management

AllianceBernstein selects OpenFin for digital transformation

OpenFin, the operating system (OS) of finance, today announced that AllianceBernstein, the global asset management firm, has chosen OpenFin to help accelerate their digital transformation strategy.

/Portfolio management

Equilend opens Tokyo office

EquiLend, a leading provider of trading, post-trade, market data and clearing services for the securities finance industry, today announces the opening of its office in Tokyo to service its expanding client base in Japan.

/wholesale

Ensemble Capital chooses Numerix Oneview Asset Management

Ensemble Capital, the absolute return global AI fund based in Singapore, is live with Numerix’s Oneview Asset Management solution for real-time risk and portfolio management.

/wholesale

Willis Towers Watson picks SimCorp Dimension for investments business

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announces that leading global advisory, broking and solutions company, Willis Towers Watson, has chosen SimCorp Dimension to form the front to back system for its global Delegated Investments business.

/Portfolio management

Platinum AM goes live with Catena's Trace for EMIR reporting

Catena Technologies today announced that Platinum Asset Management, an equity-focused global investment manager based in Australia, has gone live using Catena’s TRACE Reporting solution to meet its OTC derivatives transaction reporting requirements for European Market Infrastructure Regulation (EMIR).

/Portfolio management

Linear Investments and Genesis collaborate on real-time margin management

Genesis, the international capital markets software firm has worked with Linear Investments, a specialist prime broker and an award winning hedge fund incubator, to launch Real-time Portfolio Margin (RPM), a new scalable solution for cash & margin management in real-time.

/Portfolio management

Australian Unity goes live on thinkFolio from IHS Markit

IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions, today announced that the wealth arm of Australian Unity, a national health, wealth and living mutual company, is live on thinkFolio.

/wholesale

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.

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