Tag: portfolio management

Swedish WealthTech company Bricknode launches new portfolio management software application

Bricknode, a SaaS financial services platform, has launched a new portfolio management software application aimed at small family offices and corporate investors.

Broadridge to enhance portfolio management through latest acquisition

Portfolio solution developer Broadridge Financial Solutions has acquired ClearStructure, a developer of management solutions for investors.

Investment management platform Fisdom nets $4m Series B

Personal finance platform Fisdom has netted $4m in a Series B round led by Quona Capital’s Accion Frontier Inclusion Fund.

Dynamo Software acquires data, reporting company HoldingsInsight

Investment management platform Dynamo Software has acquired data capture and reporting solution HoldingsInsight.

Sharpfin to boost ‘delivery capacity’ after closing SEK2.7m Invesdor round

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

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