Credicorp Capital, a financial firm located throughout Latin America with a strong presence in Peru, Chile, Colombia, and The United States through its subsidiary Credicorp Capital, has chosen the Luma Financial Technologies' platform to strengthen its structured product offerings through its Asset Management business.
Technology & software solutions
aperture, a Swiss strategy consultancy, has launched its “Market Map for Wealth Management Software” as part of an in-depth report, “Digital Age Wealth Management” looking at the customer, technology and business model trends transforming the industry.
Digital systems and virtual communications have proved invaluable during the pandemic but greater use of technology is currently not saving advisers time or money, according to research carried out by NextWealth.
Tickeron, an artificial and human intelligence platform delivering unparalleled trading insights and analysis, has launched a new AI Robots tool for pair trading.
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.