Technology & software solutions

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New Finantix CIO Cockpit digitises and accelerates key investment office processes

New Finantix CIO Cockpit digitises and accelerates key investment office processes

Finantix, a provider of technology to the wealth management, insurance and banking industries, has launched the latest addition to its product portfolio, CIO Cockpit, which allows Chief Investment Officers to distribute market updates and investment ideas to clients faster, leveraging digital communication and collaboration channels. 

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Purpose Advisor Solutions selects Fidelity Clearing Canada as custodial partner for Canadian independent wealth platform

Purpose Advisor Solutions selects Fidelity Clearing Canada as custodial partner for Canadian independent wealth platform

Purpose Advisor Solutions (PAS) has selected Fidelity Clearing Canada to provide clearing and custody services. Fidelity Clearing Canada will act as custodian for the majority of assets transitioning with the Wealthsimple for Advisors business into Purpose Advisor Solutions later in September 2020.

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Four Springs Capital Trust implements Altigo to automate alternative investment subscription process

Four Springs Capital Trust implements Altigo to automate alternative investment subscription process

Four Springs Capital Trust has entered into a strategic relationship with alternative investment and technology company WealthForge to utilise WealthForge’s Altigo platform, an end-to-end subscription automation technology solution that replaces the traditional manual, paper-based subscription process for alternative investments.