CFOtech India - Technology news for CFOs & financial decision-makers
India

Investment Management Stories

Global Stories

Investment Management stories

FIS upgrades trading & risk suite for buy-side firms
Digital Transformation

FIS upgrades trading & risk suite for buy-side firms

Smaller investment firms could cut costs and manual work as a single system replaces fragmented trading and risk tools across asset classes.

By Karen Joy Bacudo • 3 min read • Last month
Linedata deepens Broadridge NYFIX tie-up for T+1 shift
Fintech

Linedata deepens Broadridge NYFIX tie-up for T+1 shift

Asset managers face tighter settlement deadlines as the expanded service aims to cut manual work and reduce failed trades across Europe and APAC.

By Sofiah Nichole Salivio • 3 min read • Last month
Addepar opens Singapore hub to expand Asia-Pacific reach
Software-as-a-Service

Addepar opens Singapore hub to expand Asia-Pacific reach

The move will bring product and commercial teams closer to Asian clients as the wealth-tech firm targets faster growth across regional markets.

By Sean Mitchell • 3 min read • Last month
WealthArc launches AI agent to structure portfolio data
Digital Transformation

WealthArc launches AI agent to structure portfolio data

It is aimed at cutting manual reformatting and reconciliation of inconsistent custodian records for wealth managers handling multi-source portfolio data.

By Karen Joy Bacudo • 4 min read • Last month
Caruso wins $9.3M funding, scales AI fund services
Customer Relationship Management

Caruso wins $9.3M funding, scales AI fund services

The AI fund administration software maker now serves more than 80 managers after its AUD $9.3 million raise and rapid growth.

By Karen Joy Bacudo • 3 min read • Last month
Gresham renames S&P Global EDM platform as Opus EDM
Software-as-a-Service

Gresham renames S&P Global EDM platform as Opus EDM

Existing clients will see little immediate change, as the platform remains separate and supports more than 150 financial institutions.

By Catherine Knowles • 3 min read • Last month
BlackRock tops APAC fund brand ranking for fifth year
Artificial Intelligence

BlackRock tops APAC fund brand ranking for fifth year

Growing demand for passive funds and alternatives has helped the biggest global managers retain selector confidence despite volatile APAC markets.

By Karen Joy Bacudo • 4 min read • Last month

Stories from Other Regions

Investment Management stories

FNZ deepens FirstCape partnership with platform shift
Digital Transformation

FNZ deepens FirstCape partnership with platform shift

The deal gives FirstCape a new platform for its New Zealand wealth businesses, with FNZ taking over build, migration and ongoing operations.

By Sean Mitchell • 3 min read • Last week
WealthAi launches AI compliance tool for wealth managers
Unified Communications

WealthAi launches AI compliance tool for wealth managers

Wealth managers face tighter regulatory scrutiny as the platform promises to replace spreadsheet checks with real-time review of all client messages.

By Karen Joy Bacudo • 4 min read • Last week
Citi Wealth launches AI assistant Citi Sky for US clients
Digital Transformation

Citi Wealth launches AI assistant Citi Sky for US clients

US wealth clients will get market insights and reminders from Citi Sky as Citi rolls out the AI assistant alongside advisors this summer.

By Mark Tarre • 3 min read • Last month
Firenze raises GBP £6 million to expand Lombard lending
Software-as-a-Service

Firenze raises GBP £6 million to expand Lombard lending

Borrowers can now tap cash within 24 hours as the fintech plans to broaden products and double staff after fresh backing.

By Karen Joy Bacudo • 4 min read • Last month
Pluxee UK launches financial wellbeing hub with Attivo
Fintech

Pluxee UK launches financial wellbeing hub with Attivo

It aims to ease a GBP £10.3 billion annual hit to UK employers from staff financial stress by adding regulated advice and planning tools.

By Catherine Knowles • 4 min read • Last month
UK finance chiefs prioritise AI accuracy over speed
Digital Transformation

UK finance chiefs prioritise AI accuracy over speed

UK finance leaders see AI mistakes and opaque outputs as the main obstacle to wider use, with trust beating speed in a Bloomberg poll.

By Karen Joy Bacudo • 4 min read • Last month
Salmon secures USD $100 million for Philippines expansion
Fintech

Salmon secures USD $100 million for Philippines expansion

Fresh capital will help the fintech widen lending and banking services in the Philippines, where many consumers remain underbanked.

By Karen Joy Bacudo • 3 min read • Last month
ControlUp tops USD $100 million ARR & becomes unicorn
Digital Transformation

ControlUp tops USD $100 million ARR & becomes unicorn

Demand for automated workplace IT has pushed ControlUp past USD $100 million ARR, lifting its valuation above USD $1 billion.

By Karen Joy Bacudo • 4 min read • Last month
WealthAi names Pratim Das as Chief Technology Officer
Customer Relationship Management

WealthAi names Pratim Das as Chief Technology Officer

The London start-up is adding senior AI expertise as wealth managers seek secure tools that fit regulated workflows without replacing core systems.

By Sofiah Nichole Salivio • 4 min read • Last month
Pello buys ByAllAccounts as Morningstar stays customer
Software-as-a-Service

Pello buys ByAllAccounts as Morningstar stays customer

Morningstar users should see no immediate change as the firm keeps using ByAllAccounts after selling the data aggregation unit to Pello.

By Karen Joy Bacudo • 4 min read • Last month
Beechbrook backs Allegro film finance with GBP £2m
Physical Security

Beechbrook backs Allegro film finance with GBP £2m

Funding for UK film and TV producers is set to grow after Beechbrook supplied Allegro Finance with a GBP £2m working capital facility.

By Karen Joy Bacudo • 4 min read • Last month