Tag: portfolio management

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