Portfolio management

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/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.

/crypto

Diginex rolls out front-to-back portfolio management system for digital assets

Diginex Limited (Nasdaq: EQOS), the digital assets financial services company, and Itiviti, a leading technology and service provider to financial institutions worldwide, today announced the launch of ‘Access’, a front-to-back trading, portfolio, and risk management solution that enables the trading of cryptocurrencies and crypto derivatives across several platforms.

/crypto

Zumo introduces smart portfolio feature to view and manage overall crypto assets

Zumo, the digital wallet and payments platform, has launched Zumo Smartfolio, the latest of the app’s innovative features enabling users to view and manage their overall crypto assets and track the relative position of each of their exchanges in a simple and intuitive way.

/Portfolio management

Jyske Capital extends SimCorp deployment in the front office

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announces a new agreement with Jyske Capital, the asset management arm of Jyske Bank Group, Denmark’s third largest banking group.

/wealth

Trendrating data made available on Bloomberg terminals

Trendrating SA, a provider of advanced analytics and technology solutions to the global capital markets, today announced the launch of its “Portfolio Sentinel“(PLUS) application in the Bloomberg App Portal on the Bloomberg Terminal at {APPS PLUS }.

/wealth

SimCorp and IntelliBonds plan AI-based fixed income project

SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new collaboration with AI fintech, IntelliBonds, to deliver clients access to AI innovation, enhanced portfolio construction and optimization for fixed income portfolios.

/cloud

Linedata and HCL extend partnership

Linedata (LIN:FP), a global provider of credit finance and asset management technology, data and services, today announced an expansion of its strategic partnership with HCL Technologies, a leading next-generation global technology company that helps large global enterprises reimagine their businesses for the digital age.

/wealth

IHS Markit and MSCI strike risk analytics alliance

IHS Markit has formed a strategic alliance with MSCI Inc. to integrate MSCI's portfolio and risk analytics capabilities with thinkFolio, the leading multi-asset class investment management platform.

/Portfolio management

Central Bank of Sri Lanka selects SimCorp for front-to-back reserve management

SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces that the Central Bank of Sri Lanka (CBSL), has signed an agreement with SimCorp Asia Pacific.

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