Latest Portfolio management News: Finextra Research

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.

23 June 2022

Company update/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.

09 May 2022

News/wealth

United Fintech adds Athena to portfolio

United Fintech, an outfit dedicated to hoovering up a stable of capital markets fintechs, has bought a 25% stake in Athena Systems, a US provider of investment decision support and automation software.

12 January 2022

News/inclusion

Tinkoff becomes first Russian broker to offer online stock gifting service

Tinkoff Investments has become the first Russian broker to offer an online service for gifting stock.

30 December 2021

Company update/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.

09 December 2021

News/startups

Tokenised fund for footballers' image rights launches

A Spanish startup has launched what it claims is the world’s first tokenised investment fund focused footballer’s image rights.

09 December 2021

Company update/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.

02 December 2021

News/sustainable

Sustainable Finance Live: The state of the supply chain

Sustainable Finance Live is back for another virtual event. Finextra and Responsible Risk have come together for a thought-provoking series of experiential events, welcoming banking and technology ecosystems to collaborate on enabling a wave of change.

01 December 2021

News/startups

British Business Bank report highlights spike in UK VC fund performance

A sharp increase in UK venture capital (VC) fund performance over the last 12 months has been highlighted by a new British Business Bank report.

26 November 2021

Research/Portfolio management

The Future of ESGTech 2022

26 November 2021 620 downloads

Research/Portfolio management

The Future of Wealth Management 2022

10 November 2021 1113 downloads

Company update/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.

15 October 2021

News/Sibos

Sibos 2021: How can banks take meaningful action on climate change?

With COP26 fast approaching, and the financial industry facing additional costs to comply with government actions on climate change, it needs to start asking itself some tough questions, namely: Are we acting responsibly for the future? Are we driving carbon neutrality in the businesses we finance? Are we acting as an enabler for investments to lower the cost and increase the deployment of low-carbon technologies?

14 October 2021

Company update/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.

13 October 2021

Company update/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.

08 October 2021

Company update/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.

27 August 2021

Company update/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.

23 August 2021

Company update/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.

05 August 2021

News/markets

Augmentum completes £55m fundraising round

Fintech investment trust Augmentum has secured £55m from its latest funding round, exceeding its original £40m target

09 July 2021

Company update/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.

22 June 2021