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Fintech platform iCapital has partnered with Bain Capital Credit to provide financial advisors and investors with access to the latter’s product suite.
investment, partnership, financial services, credit access, wealth management
Italy-based Azimut has set out plans to spin off part of its network of financial advisors, merge it into an independent digital bank, and look for outside investors.
investment, partnership, product launch, banking, online banking, mobile banking, digital banking, financial services, financial institutions
Australia-based HeirWealth has announced its integration with US-based financial technology firm Envestnet | Yodlee, aiming to incorporate Open Banking data sharing technology.
wealth management, financial data, data sharing, Open Banking, partnership, financial services
Switzerland-based Temenos has announced a partnership with Philippines-based Metropolitan Bank & Trust (Metrobank) to deploy Temenos Wealth.
partnership, banks, digitalisation, wealth management
Digital wealth and payments business Mogo has announced a change to its treasury management strategy to include Bitcoin and Bitcoin ETFs.
cryptocurrency, treasury, digital assets, payments
Security Bank has partnered with Avaloq to digitalise wealth management by leveraging Avaloq Core Platform and RM Workplace for enhanced client experience.
digitalisation, customer experience, wealth management, partnership
Jersey-based provider of financial and corporate administration services and regulatory solutions Ocorian has completed the acquisition of Bovill.
acquisition, merger, regtech, financial services
Canada-based digital wealth and payments company Mogo has announced the expansion of its collaboration with Data Cloud firm Snowflake.
partnership, artificial intelligence, wealth management, financial services, digital banking
UK-based fractional bond trading platform WiseAlpha has announced the launch of its new wealth management site and white-label solution.
investment, product launch, financial services, wealth management, financial institutions
UK-based customer lifecycle management company Wealth Dynamix has partnered with Temenos Exchange to become available on the latter’s platform.
wealth management, partnership, fintech, banking, banks
Italy-based health and asset management fintech Objectway has announced the acquisition of Canada-based Nest Wealth, a digital wealth solutions provider.
partnership, acquisition, wealth management, expansion, digital platform
WealthArc has joined forces with ZeroLink to create WealthArc AI & Analytics, a new service allowing users to chat with their wealth data using natural language.
data analytics, wealth management, product launch, partnership, artificial intelligence
MSCI has announced its acquisition of Fabric in order to streamline portfolio construction and customisation at scale for the global wealth management industry.
acquisition, banking, wealth management, online banking, mobile banking, digital banking, financial services, financial institutions
Coinbase SMA has expanded its global separately managed account (SMA) platform by incorporating seven model portfolio and index providers.
cryptocurrency, digital assets, product upgrade, cryptocurrency exchange
Bambu, a global digital wealth technology provider, has announced the launch of Bambu GO, a SaaS-based Robo-advisor.
wealth management, investment, financial institutions, cloud
Axelar, Oasis Pro, and Provenance Blockchain have joined forces with Onyx by J.P. Morgan and Apollo in Monetary Authority of Singapore’s (MAS) Project Guardian.
blockchain, digital assets, tokenization, cryptocurrency, personal finance management
US-based BNY Mellon has announced the launch of Universal FX, a foreign exchange (FX) platform that looks to help clients manage and centralise their portfolios.
product launch, fintech, FX , trading platform, wealth management, banking, financial services, cross-border payments, hedging
Switzerland-based additiv has entered a strategic partnership with SELISE to accelerate the delivery and integration of its Wealth platform.
partnership, online banking, online platform, digital banking, financial services, financial institutions, API
UAE-based banking group Emirates NBD has launched a digital wealth platform that allows customers to trade securities and ETFs.
mobile banking, online banking, product launch, trading platform, fintech
US-based banking group Goldman Sachs has entered exclusive talks with a group of investment firms to sell the GreenSky business for USD 500 million.
banks, investment, acquisition, lending