Tag: asset managers

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.

Big xyt, a leading provider of AI-analytics for financial markets, announced today that it has secured a significant €10m in funding. The investment was led...

DriveWealth, a pioneer in financial technology with its Brokerage-as-a-Service offerings, has unveiled comprehensive integrations with several leading execution management system (EMS) platforms, including Bloomberg...

Quartr, a prominent software and data provider, today announced the closing of a $6 million investment from Altos Ventures.

Cognitive Credit, a provider of data and analytics software for corporate credit markets, has successfully closed a $10m Series B funding round. According to Tech...

Effective stakeholder engagement is vital for adhering to the EU’s Corporate Sustainability Reporting Directive (CSRD).

Landytech, a next-generation investment management platform, has secured £5m in corporate debt financing from CIBC Innovation Banking.