Tag: Investment management

FundApps, a regulatory compliance SaaS provider serving the investment management industry, has launched a new global Sanctions Screening Service to help firms stay ahead...

The wealth management industry is undergoing a major transformation, shaped by shifting client expectations, regulatory pressures, and rapid technological advances. As explored in LSEG...

Modern Wealth teams up with RISR to boost strategic business owner planning. Read how this new partnership empowers advisors

Saphyre, an AI-driven software platform transforming operational workflows in finance, has secured $70m in growth equity from FTV Capital.

Copia Wealth Studios is redefining wealth management for family offices and high-net-worth individuals by solving a longstanding challenge in financial data aggregation. With clients juggling...

FE fundinfo has taken a significant step in transforming financial planning for advisers by combining its cashflow planning solution, FE CashCalc, with its portfolio analysis tool, FE Analytics, on its Nexus platform.

iCapital has announced the acquisition of Citi Global Alternatives, LLC, an indirect subsidiary of Citi and the adviser to Citi Wealth’s global alternative investment platform.

Novata, a leading sustainability management partner for private markets, has announced the launch of its new ESG Due Diligence solution. The company, known for empowering...

Key Australian FinTech investment stats in 2024: Australian FinTech funding dropped by 74% YoY in 2024 Average deal value dropped to $15.6m as investors...

Lightkeeper, a provider of data, analytics, risk management, and reporting solutions for investment managers, has secured a growth investment from PSG.