Tag: asset managers

Ultimus Fund Solutions has deepened its collaboration with data automation specialist Xceptor, enhancing client services, operational efficiency, and data accuracy across its fund administration operations.

The asset management industry is famously cautious. Whether it’s ESG adoption, regulatory responses or market entry, firms tend to move in unison. Nobody wants to be first—and certainly not last.

Colossus Digital, a Rome-based FinTech firm specialising in institutional digital asset solutions, has secured €1m in new funding.

Aiera, a generative AI platform that delivers real-time event solutions for financial services professionals, has closed a $25m Series B funding round.

The European Securities and Markets Authority (ESMA) has finalised two key regulatory updates that will significantly impact investment firms and asset managers. These changes refine how firms approach order execution and manage research payments under MiFID II.

CUBE has announced the launch of RegPlatform Intel, a new purpose-built product designed specifically to meet the regulatory needs of financial services firms in the mid-market.

In an evolving financial landscape, institutions require powerful tools to manage complex structures efficiently. Financial planning software has become a critical asset for banks, asset managers, and financial advisors, enabling them to refine strategies, automate workflows, and deliver data-driven investment insights to their clients.

Userlane, a Digital Adoption Platform provider, has announced a strategic partnership with fincite, a fast-growing German WealthTech firm.

Key trends in wealth technology for financial advisors: Findings come from a survey of 521 industry leaders to assess the impact of disruptive technologies...

QPLIX, a WealthTech company specialising in wealth management software for family offices and private banks, has received a significant investment from tech-focused firm Partech via its Growth Fund.