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Investment Management Stories - Page 3

American Stories

Investment Management stories

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 • Tue, 14th Apr 2026

Global Stories

Investment Management stories

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 • Tue, 21st Apr 2026
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 • Thu, 16th Apr 2026
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 • Thu, 16th Apr 2026
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 • Wed, 15th Apr 2026
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 • Wed, 1st Apr 2026
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 • Wed, 1st Apr 2026
FNZ launches premium Select service for wealth clients
Digital Transformation

FNZ launches premium Select service for wealth clients

Wealth clients will get faster platform changes and priority support as FNZ splits its offer into premium and standard service tiers.

By Karen Joy Bacudo • 3 min read • Wed, 1st Apr 2026
FE fundinfo flags five shifts in asset manager compliance
Fintech

FE fundinfo flags five shifts in asset manager compliance

Compliance teams face a 2026 squeeze as new UK, EU and Asia-Pacific rules force faster disclosure changes and tighter AI oversight.

By Karen Joy Bacudo • 4 min read • Tue, 31st Mar 2026

Stories from Other Regions

Investment Management stories

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 • Wed, 22nd Apr 2026
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 • Wed, 22nd Apr 2026
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 • Wed, 22nd Apr 2026
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 • Wed, 22nd Apr 2026
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 • Thu, 16th Apr 2026
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 • Wed, 15th Apr 2026
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 • Wed, 1st Apr 2026
Bain, Cambridge Judge launch women's finance forum
Digital Transformation

Bain, Cambridge Judge launch women's finance forum

Women running financial services firms will gather in Cambridge as Bain and Cambridge Judge seek to tackle AI, risk and falling returns.

By Karen Joy Bacudo • 4 min read • Fri, 27th Mar 2026