January sees the formal launch of my3B, a behavioural finance assessment designed by Syntoniq to evaluate an individual’s approach to financial decision making. Prasad Ramani, founder and CEO of the firm, explains that his background lay in 20 plus years of quantitative finance, during which he tried to take the emotions out of investment decisions and jokingly says, “failed miserably.”
Technology & software solutions
London based Nucoro, a fintech company providing bespoke white-labelled technology focused on delivering wealth management solutions to third parties, has completed its first project in the insurance sector.
Equisoft has launched a web-based fund sales acceleration platform solution powered by Refinitiv, Equisoft/analyze for wholesalers, which is designed to help fund wholesalers enhance their value proposition to advisors by offering them insightful fund and portfolio analytic services.
Junxure, an end-to-end digital client relationship management (CRM) platform, will be the first CRM platform to offer the new digital account open workflow developed by Schwab Advisor Services.
Digital is not the future of financial advice, but it gives customers the choice to engage the way they want to. So says Nick Hall, account development director, Wealth Wizards, a financial advice technology provider that also offers guidance and regulated financial advice through its Turo product.
A new spinoff from institutional asset management firm Fusion Asset Management, Wealthinity, is aimed at small to medium-size private banks and wealth management firms offering access to a range of pre-built, high-performing investment portfolios through a web-based portfolio construction tool.
iCapital Network is to create a customised technology platform for PIMCO, that will provide financial advisers and their high-net-worth clients access to PIMCO’s alternative strategies.
Citi has extended its existing contract for Temenos Multifonds Global Accounting. Temenos’ platform and integrated operating model aims to deliver localised accounting and reporting to underpin the management of Net Asset Value (NAV) production.
Asset management firm Natixis Investment has selected ALPIMA for web-based portfolio design, optimisation and visualisation within its Solutions group.
Two Sigma has launched Venn, a cloud-based investment analysis software platform. Venn was introduced initially on a limited, invite-only basis, but is now available to institutional investors and wealth managers among others.