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Citco launch ‘AI plus Human’ platform


25 March 2024 US
Reporter: Jack McRae

CDI combines AI and fund reporting experts to interpret, organise and transform documents into discoverable information for fund managers, fund types and asset owners
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Broadridge launch Broadridge Investor Insights


25 March 2024 Global
Reporter: Jack McRae

Issuers can use built-in Artificial Intelligence on Broadridge Investor Insights to help identify opportunities for increased investor engagement in the voting process
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Heleba goes live with deltaconX solution


18 March 2024 Germany
Reporter: Sophie Downes

The platform will aid the bank with its reporting obligations across multiple regimes, including EMIR, MIFIR, SFTR and Dodd Frank
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Apex acquires AdvisorArch


12 March 2024 Global
Reporter: Jack McRae

Apex adds automated rebalancing and solutions to standardise investment allocations into their product suite
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SteelEye incorporates in Singapore


12 March 2024 Singapore
Reporter: Jack McRae

The move aims to enable closer collaboration with clients and regulatory bodies amid heightened activity from MAS.
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DTCC completes first phase of corporate actions pilot


06 March 2024 US
Reporter: AST

The first phase of the pilot, completed in December 2023, tested new inbound automated messages for processing corporate actions. Phase 2 is scheduled to start in Q3 2024, where participating firms will test a modernised corporate actions portal
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SLIB and Clarus Risk launch RiskMonitor


26 February 2024 France
Reporter: Lucy Carter

RiskMonitor provides improved governance and transparency on multi-asset risk exposures, aiming to improve efficiency in the brokerage market