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Bricknode, a SaaS financial services platform, has launched a new portfolio management software application aimed at small family offices and corporate investors.
Portfolio solution developer Broadridge Financial Solutions has acquired ClearStructure, a developer of management solutions for investors.
Personal finance platform Fisdom has netted $4m in a Series B round led by Quona Capital’s Accion Frontier Inclusion Fund.
Investment management platform Dynamo Software has acquired data capture and reporting solution HoldingsInsight.
Sharpfin, a Stockholm-based provider of wealth management software, will boost its delivery capacity after closing its latest crowdfunding round according to CEO and founder Markus Alin. Just