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Canoe Intelligence raises $25m

Canoe Intelligence (“Canoe”), the financial technology company powering alternative investment intelligence for institutional investors, capital allocators, wealth managers, and asset servicing firms, today announced the completion of its $25M Series B financing round.

/wealth

FNZ to acquire ifsam

FNZ, the global wealth management platform, has agreed to acquire International Fund Services & Asset Management SA (ifsam), a Luxembourg-based B2B fund platform.

/wealth

Hong Kong challenger livi bank moves into wealth management

livi bank, Hong Kong’s leading lifestyle-driven virtual bank, is continuing its development with the pilot launch of its wealth management service, which follows closely on livi’s launch of its first offering to Hong Kong’s SME business community.

/wealth

Zorion selects WealthOS to support international expansion

In signing a master service agreement, Zorion Technology Limited (“Zorion”), taps into WealthOS' robust operating system for digital wealth management ecosystems, reaping the benefits of their cloud-native infrastructure, modular features, third party integrations marketplace, as well as fully automated and orchestrated workflows.

/wealth

Globaleye ships hybrid wealth management platform

International independent wealth advisory firm, Globaleye, today launched a new hybrid wealth management solution, offering both – digital only and hybrid wealth advice.

/wealth

Broadridge partners FLX Networks as preferred data and analytics partner

Amid an environment where asset management firms are increasingly collaborating with digital platforms to help efficiently launch new product offerings and de-risk entry into new markets, FLX Networks, which modernizes, simplifies, and drives engagement between asset managers and financial advisors, has partnered with global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) as a preferred data and analytics provider to asset management firms.

/wealth

BMO Wealth Management selects FactSet as primary data provider

FactSet, a global financial digital platform and enterprise solutions provider, today announced that it has been selected as the primary market data provider for BMO’s Wealth Management division.

/wealth

Broadridge expands digital partnership with IG Wealth Management

As the wealth management industry furthers its digital transformation journey, global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE: BR), today announced IG Wealth Management ("IG"), part of the IGM Financial Inc. (IGM) (TSX: IGM) family of companies, has signed a multi-year contract extension to IG's use of Broadridge's R.Broker solution, a component of the Broadridge Wealth Platform.

/wealth

Bank Nagelmackers selects Objectway to implement new private client wealth management platform

Bank Nagelmackers, one of the leading personal and private banks in Belgium, has selected Objectway, a Pan-European Wealth & Asset Management software and services company, to implement a new private client wealth management platform for the bank’s advisory, discretionary and execution-only offering.

/wealth

Tom Wooders appointed UK country head of Allfunds

Allfunds, the leading B2B WealthTech platform for the funds industry, today announces the appointment of Tom Wooders as UK Country Head.

/wealth

SimCorp names John Needham MD, North America

SimCorp, an independent provider of SaaS (software as a service) investment management solutions with more than $30 trillion in assets managed on its platforms, announces the appointment of John Needham as Managing Director for SimCorp North America.

/wealth

BNY Mellon | Pershing adds real-time payments to NetXInvestor platform

BNY Mellon | Pershing announced today that it is integrating Real-Time Payments (RTP) technology into its NetXInvestor platform, an investor portal used by broker-dealer and registered investment advisor firms to help clients manage their portfolios.

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