Securities administration and tax reporting specialist consultancy KA Watson Consultancy Limited (KAWC) has launched a new tax reporting and planning solution that will transform the way wealth management companies understand and manage this function, allowing them to enhance their relationships with clients.
Broadridge Financial Solutions has partnered with AI company Fligoo to develop a suite of proprietary predictive analytics software products for the wealth management industry.
Alternative data provider Sentifi is launching a new intelligence platform for retail investors.
BondWave, an affiliate of First Trust Portfolios and a financial technology firm focused on fixed income solutions, has released Effi 3.17, the newest version of its fixed income portfolio and transaction analytics platform.
Quilter has launched a new online tool for reporting suspected impersonation scams directly to the firm's financial crime team.
Tickeron, an artificial and human intelligence platform delivering trading insights and analysis, has launched a new AI Robots tool for cryptocurrency trading.
Exchange Data International (EDI) has launched a US Dividend Reclassification service, which can be utilised to create 1099s for clients, as well as being a secondary source to validate the primary provider or as a tool for a client support team to research customer inquiries.
A new algorithm-led asset management business, SPI Capital, has launched to support investors to build residential property portfolios in the GBP1 million to GBP20 million bracket.
Proteus, a registered investment advisor, alternative investments and private funds platform, has added new model portfolios and pooled funds to its platform for RIAs, multi-family offices, independent broker-dealers and private banks.
A new algorithm-led asset management business, SPI Capital, has launched to support investors to build residential property portfolios in the GBP1 million to GBP20 million bracket.