Tag: portfolio management

Position Green, an ESG FinTech company, has offered some insight into how firms can spark engagement among portfolio companies during the reporting season. 

IntellectAI has deployed its Wealth Qube solution at a top Indian wealth management firm, marking the first deployment by an IntellectAI’s Indian Wealth Stack...

WealthTech signifies much more than merely integrating technology into financial planning. At its core, it embodies a pivotal shift that is radically changing the dynamics of wealth management.

Arcesium, a leading global financial technology firm, and ESG Book, a global pioneer in sustainability data and technology, have today unveiled their strategic collaboration aimed at delivering top-tier sustainability data tailored for institutional investors.

Australia's leading robo-adviser, Stockspot, is gearing up for a transformative phase in its journey, especially within the country's digital investment sector.

MetaMask Institutional, a branch of ConsenSys and a leading force in web3 wallet services for organisations, is integrating with Fireblocks, a trusted platform for enterprise-grade wallet security and transaction governance.

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.