InvestCloud has been selected by Rathbones Group to provide client lifecycle management, including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions
HSBC has launched a technology platform to provide private asset administration services to asset owners and managers, as part of the bank’s wider effort to grow its securities services offering in the private asset sector
London Stock Exchange Group will acquire OMS, execution and portfolio management technology specialist TORA, subject to regulatory approval. The purchase is expected to be finalised in H2, with TORA joining LSEG’s Data and Analytics division
Goal Group has been listed on the Schwab Advisor Services provider listings website, which Schwab offers to registered investment advisors to assist them with the research and selection of third-party technology solutions for their business
FV Bank has selected DIRO’s technology solution, Original Documents Online, to facilitate compliant automation of its know your customer and know your business processes
Financial services firms that invested in next-gen technologies and continued their digital transformation push in 2021 are already experiencing the positive effects of these investments, according to a new global survey conducted by Broadridge Finan
As a first step in a multi-stage acquisition, United Fintech has obtained a 25 per cent stake in US-founded Athena Systems, aiming to obtain another 26 per cent in two years, and the remaining 49 per cent in three years
Allvue Systems, the alternative investment technology solutions provider, has partnered with Mirador to assist limited partners (LPs) including endowments, foundations, and pensions to better manage their technology and operations
