All articles by Swagath Bandhakavi
Swagath Bandhakavi
Zocks raises $13.8m in Series A for AI-enhanced financial advisory tools
The investment aims to enhance Zocks’ ability to deliver essential data insights to advisory firms, ensuring a personalised touch in client interactions
TCW Group partners with Microsoft to harness AI for investment management
The partnership aims to bring forward new solutions for intricate front office tasks, concentrating on improving portfolio management by utilising Microsoft Azure OpenAI Service, Azure AI Search, and Cosmos DB
AlTi Tiedemann Global expands European presence and enters Germany with acquisition of Kontora
Transaction expands AlTi’s European presence through entry into key wealth hub of Germany, which represents the third largest ultra-high-net-worth (“UHNW”) market in the world
BetaNXT unveils BetaNXT CastX to enhance corporate actions management
BetaNXT CastX is designed to tackle issues encountered by brokers and advisers, including errors from manual data entry, intricate communication processes, and delays in notifications
DNB Financial launches advanced risk management tools for UK investors
These tools aim to bolster portfolio security, mitigate volatility, and assist in strategic asset allocation, covering diverse market segments such as stocks, bonds, and multi-asset trading
Advisor360° unveils Tandem CRM solution for independent RIAs
The multi-custodial solution features a reporting engine, secure document management, financial planning integrations, and a portal for client interaction
Apex Fintech Solutions joins forces with OneVest to transform digital investor offerings
The partnership aims to incorporate advanced technology to bridge existing gaps in the technological infrastructure of financial firms
Prime Capital Financial expands with acquisition of SineCera Capital
As an independent wealth management firm, SineCera Capital currently advises clients with total assets amounting to $1.55bn
J.C. Flowers acquires credit intelligence services firm Pepper Advantage
Pepper Advantage engages in asset classes including residential and commercial mortgages, real estate, SME loans, asset financing and leasing, auto and consumer loans, credit cards, retail finance, and BNPL
TCS and DNB Bank extend partnership to drive digital transformation
The IT services firm will utilise advanced technologies to support DNB’s modernisation by maintaining and developing innovative applications