WealthArc, a Swiss FinTech platform organising investment information for wealth managers and their HNW clients, has secured over USD4 million in new funding.
Financial firms looking to offer investors access to private markets can now benefit from a new investment structuring solution which allows them to provide their own private equity and alternative investment funds, without the need for prior experience or expertise.
Capita plc (Capita) has launched Synaptic Risk Explorer, a software-as-a-service investment research tool for financial advisers and wealth managers to provide suitable investment planning for their customers.
Bond market provider WiseAlpha has launched a redesigned version of its platform, featuring advanced functionality, faster and improved navigation and an enhanced user-friendly experience.
BITE Investments, a fintech company focused on alternative investment opportunities and private market strategies for investors and advisers looking to diversify their or their clients’ portfolios, has launched an app called BITE which aims to provide seamless end-to-end access to alternative investments.
Societe Generale has signed a deal with Azqore, a subsidiary of Indosuez Wealth Management, for the provision of back-office operations and a large part of the IT services of Societe Generale Private Banking's international entities.
Capco, a global management and technology consultancy, and Envizage, a London-based analytics software provider, have formed a new partnership that will see the two companies working together to deliver the benefits of Envizage’s simulation-based holistic advice engine for financial services.
Finantix, a global provider of technology to the wealth management, insurance and banking industries, has made two key appointments in Switzerland, further boosting the company’s growth in this key market and across Europe and building on the additions made to the Swiss team during 2020.
CashCalc has released new research highlighting that three-quarters of advisers (75 per cent) and clients (77 per cent) prefer to use digital fact-finds over hard-copy versions, marking a significant shift in how financial advisers collect client information during the financial planning process.
Zabo, a financial data aggregator for connecting cryptocurrency accounts, has unveiled Portfolio, a new product designed for Registered Investment Advisors (RIAs) and Financial Advisors to track and manage their client’s bitcoin and cryptocurrency assets via a completely white-labeled portfolio dashboard.