Tag: portfolio management
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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