Category : Investment Services

Investment Services News Trading

PwC UK and Catylex Announce Strategic Collaboration to Enhance Contract Management for Global Financial Services Firms

EIN Presswire
by EIN Presswire0
Catylex and PwC UK Leverage AI Technology to Extract Data from Complex Financial Documents PwC UK, a leader in professional services, and Catylex, an innovative provider of contract intelligence solutions, are pleased to announce a strategic collaboration aimed at transforming contract management capabilities for asset managers and other financial institutions. The......
Investment Services News

UVest4U Launches Groundbreaking AI-Powered Investment Platform

GlobeNewswire
by GlobeNewswire0
UVest4U is excited to announce the launch of its cutting-edge AI-driven investment platform. UVest4U, an innovative fintech company, is excited to announce the launch of its cutting-edge AI-driven investment platform. Designed for new and experienced investors, UVest4U is designed to overcome the steep learning curve and information overload that often......
Investment Services News

Swedish Tech Startup DealPotential Secures $1M Seed Funding for Global Growth and Industry Innovation

EIN Presswire
by EIN Presswire0
DealPotential secures $1M to boost its Investment Intelligence Platform, aiming to reshape decision-making in the investment sector. DealPotential, a Swedish tech startup specializing in the investment industry, has successfully closed a $1 million Seed funding round. This achievement represents a significant step forward in the company’s mission to empower investment professionals......
Investment Services News

Clearwater Analytics Strengthens Leadership Team with Appointment of Fleur Sohtz as New Chief Marketing Officer

PR Newswire
by PR Newswire0
Seasoned Marketing Executive to Accelerate Brand Evolution and Client Success Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced the appointment of Fleur Sohtz as its new Chief Marketing Officer. Fleur joins Clearwater Analytics with 25 years’ experience scaling high-growth companies, achieving double-digit revenue......
DeFi Investment Services News

OKX Ventures and Leading Ventures Invest $5M+ in Orderly Network to Enhance DeFi Liquidity

GlobeNewswire
by GlobeNewswire0
Web3 liquidity layer Orderly Network, is proud to announce an investment of more than $5 million from several strategic investors, including OKX Ventures. This strategic investment marks a new chapter in Orderly Network’s mission to revolutionize Web3 trading through seamless, unchained liquidity infrastructure. During its seed round, Orderly Network secured......
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
Investment Services News

Cboe Announces Planned Launch of Options on VIX Futures, Further Expanding Volatility Product Suite

PR Newswire
by PR Newswire0
New options planned to be listed on front-month Cboe Volatility Index (VIX) futures Options-on-future structure designed to offer new way to manage market volatility Expansion of VIX complex aims to address global demand for hedging tools Cboe Global Markets, the world’s leading derivatives and securities exchange network, announced plans to......
Investment Services News

Enfusion Introduces the Next Phase of Portfolio Workbench, Empowering Asset Managers with Increased Efficiency and Flexibility

Business Wire
by Business Wire0
New Portfolio Management Features Elevate Experiences for Asset Managers with Advanced Portfolio Construction, Rebalancing, and Integration with Third-party Optimizers Enfusion, a leading provider of software-as-a-service (SaaS) solutions for investment managers, announced the release of the next phase of Portfolio Workbench, bringing even more powerful portfolio rebalancing and construction features to......
Fintech Investment Services News

Tanager Partners With FDL To Enhance Tax Reporting Services For British-American Families

Fintech News Desk
by Fintech News Desk0
Wealth Management LLP (Tanager) – a wealth management firm helping transatlantic families and US-connected persons with their financial planning and investment needs – has announced a new agreement with Financial Software Ltd (FSL) to provide enhanced tax reporting services through FSL’s market-leading investment tax management solution, CGiX.  Under the agreement,......
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