David Moss has joined FNZ, the wealth platform, as group chief product officer, based in New York. He was previously at BNY for seven years after eight years at Citi.
Category: FinTech
Ultimus partners with iCapital
Ultimus has formed a partnership with iCapital, introducing DLT to streamline data transmission and reconciliation processes, improving operational efficiencies for asset managers and wealth managers throughout the lifecycle of alternative investments. The integration of technologies merges iCapital’s DLT platforms with Ultimus’ infrastructure, “creating a more efficient, secure, and transparent processing environment for alternative investment data”.
ZILO signs TA client
ZILO, the UK-based fintech specialising in global asset and wealth management software, has signed UK-based Yealand Fund Services as a client for its TA product.
Fenergo launches digital subscriptions solution
Fenergo, the provider of AI-powered client lifecycle management (CLM) solutions, has launched its Digital Subscriptions capability, fully integrated within the Fenergo Investor Portal. This new offering enables buyside firms to digitalise and connect the end-to-end investor onboarding and fund subscription process. The solution is designed as a flexible add-on to Fenergo’s CLM platform, allowing existing…
Suntera to acquire EAC
Suntera Global, the C.I.-headquartered provider of fund, corporate, and private wealth services, has agreed to acquire U.S.-based Experienced Advisory Consultants LLC (EAC), subject to completion conditions. EAC is a provider of outsourced solutions, ManCo, and operational support services to alternative investment managers across the U.S.
Taskize integrates with TCS
Taskize, the Euroclear-owned fintech, has partnered with TCS to integrate its exception management and collaboration functionality directly into the TCS BaNCS platform, enabling users to raise and resolve queries within the core processing environment. TCS BaNCS users can now raise, resolve and track a query about an exception in the trade lifecycle – including breaks…
Eleven launches payments platform
Eleven, the investor operations platform for private fund managers and fund administrators, has launched Integrated Payments, a system that automates capital calls and distributions. Integrated Payments is now available on the Eleven platform for fund administrators and investment firms operating across private equity, venture capital, real estate, hedge funds, and other alternative asset classes.
Pirum hires CRO
Pirum, the securities finance and collateral fintech, has appointed Renato Lima as chief revenue officer. Lima joins from FIS where, as head of sales for capital markets, he led global sales teams for nearly nine years,
NTRS expands with Saphyre
Northern Trust has expanded its capabilities to support structured, rules-based workflows across the entire account lifecycle for investment operations outsourcing (IOO) clients. The enhanced offering builds on Northern Trust’s collaboration with Saphyre, a fintech company that facilitates account transitions to help clients more efficiently manage their complex middle-office operational events. The solution allows Northern Trust’s…
CIBCM signs with Appian
CIBC Mellon has established a universal enterprise master licence with Appian, a fintech that provides process automation technology, to support AI-powered process automation and product development.