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Latest Results from /wealth

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Digital funds firm fundcraft appoints chief revenue officer

Fundcraft, a leading provider of digital fund operations, today announces the appointment of Craig Perrin as Chief Revenue Officer.

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GoCardless and Moneybox extend partnership

Savings and investing platform Moneybox has renewed its relationship with bank payment company GoCardless, building on an eight-year partnership.

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BlackRock launches eFront Provider

BlackRock today announces the launch of eFront Provider, designed to enable asset servicers to offer asset managers a modern fund servicing experience, complete with real-time views into their private markets investor, fund and investment data.

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World Federation of Exchanges launches financial literacy event

The World Federation of Exchanges (“WFE”), the global industry group for exchanges and CCPs, is holding its fifth annual Ring the Bell for Financial Literacy event, to promote awareness of the role and importance of investor education and protection.

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Cloud Invest and Dynamic Planner collaborate on CRM

Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud.

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WealthKernel eyes European expansion after securing Spanish licence

WealthKernel, the leading digital investing infrastructure provider, today announces its expansion into the European market with a license from the Spanish National Securities Market Commission or CNMV (Comisión Nacional del Mercado de Valores).

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Scope Prime names chief commercial officer

Scope Prime – the award-winning institutional liquidity brand of Rostro Financial Group – has this morning announced the appointment of Lochlan White as Chief Commercial Officer.

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ISS ESG upgrades regtech offering

ISS ESG, the sustainable investment arm of ISS STOXX, today augmented its suite of Regulatory Solutions, with a new dedicated ESMA Fund Name Guidelines Solution, a new UK SDR Solution, plus enhancements to its existing EU Taxonomy Solution.

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Acuity Trading and Interactive Brokers collaborate on investment research platform

Acuity Trading, a leading provider of alternative data and analysis tools, is excited to announce its strategic collaboration with Interactive Brokers (IBKR), one of the world’s most prominent online brokerage firms.

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FIS unveils Digital Trading Storefront

Global financial technology leader FIS® (NYSE: FIS) has today launched its Digital Trading Storefront, an innovative new platform that enables banks, brokers, market makers and fund managers to offer their customers a differentiated cross-asset trading digital experience.

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Caceis and Nephelai partner for middle office offering

In line with the group’s client and staff-centric digitalisation strategy, CACEIS now integrates a machine learning solution from French fintech Nephelai that facilitates Middle-office Trade Management.

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InvestiFi unveils securities investment service for community banks and credit unions

InvestiFi, the provider of investing solutions for Community Credit Unions and Banks, has announced today the launch of its new service to enable Credit Unions and Community Banks to provide their account holders with self-directed investment capabilities through InvestiFi’s registered investment adviser and FINRA member broker-dealer subsidiaries.