PlannerPal raises $6m to scale AI for UK financial advice
PlannerPal, an AI-powered workflow platform built for financial advice and wealth management businesses, has secured $6m (£4.3m) to expand its client intelligence technology across...
PFH acquires Yellow Tunnel to expand AI investing offering
Prosperum Fintech Holdings (PFH), a Chicago-based holding company focused on technology serving investors, has acquired Yellow Tunnel, an AI-driven investing platform, and plans to...
BMLL and Simudyne team up on AI market simulation
BMLL, an independent supplier of harmonised historical Level 3, 2 and 1 data and analytics for capital markets, has joined forces with Simudyne, a...
Nasdaq Calypso unveils agentic AI for the trade lifecycle
Nasdaq, the global exchange and technology provider, has introduced an agentic AI framework within its Nasdaq Calypso platform, giving financial institutions a controlled space...
Zopa rolls out targeted support for new investors
Zopa, the UK digital bank serving two million customers, has introduced a targeted support service for people using its investment product, making it the...
New Kidbrooke report exposes Austria’s pension blind spot
Austrian employees will soon be asked to give up a capital guarantee on their retirement savings, yet almost none of the country's life insurers...
Invesco unveils platform to convert savers to investors
Invesco, a global investment management firm, has launched Personalised Investor Engine (PIE), a new behavioural intelligence platform technology built to help banks and online...
ETFBOOK raises $13m to unify global ETF data
ETFBOOK, the Zürich-headquartered ETF data and analytics platform, has closed a $13m funding round to take its offering beyond its established European base.
The company...
Amplify unveils advisor experience upgrades
Amplify Technology, the AI-native RIA growth platform built on data lake architecture, has rolled out a fresh set of platform enhancements spanning risk documentation,...
Marloo launches Ask Marloo to boost adviser efficiency
Marloo, the artificial intelligence platform built exclusively for financial advisers, has introduced Ask Marloo, a new capability now available to all of the firm's...
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