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FE Investments chooses Jacobi
13 February 2025 UK
Reporter: Jack McRae

Jacobi’s technology will be used to scale and industrialise FE Investments’ portfolio risk monitoring, analytics, and portfolio design processes

Gresham House Ireland selects HUB
13 February 2025 Ireland
Reporter: Jack McRae

HUB Performance Reporting will help automate and standardise performance reporting and factsheet production

IQ-EQ to offer middle office services in Europe and UK
13 February 2025 UK
Reporter: Jack McRae

This demand comes amid preparations to move to a shorter settlement cycle and a desire from firms to cut staff costs

Fenergo and PwC join forces
12 February 2025 US
Reporter: Clelia Frondaroli

PwC will combine their financial crime expertise with Fenergo’s CLM technology into a single solution, which aims to help financial institutions to better navigate financial crime operations

KDPW launches LEI issuance application
12 February 2025 Poland
Reporter: Jack McRae

The modifications made to the LEI request has made the process of obtaining a LEI quicker and simpler

GW&K picks BNY for accounting platform
12 February 2025 Boston
Reporter: Clelia Frondaroli

The agreement will see the integration of BNY’s Accounting and Performance platform into GW&K’s trade order management engine and data integration services

Clear Street bolsters UK leadership team
12 February 2025 UK
Reporter: Jack McRae

The company states that these appointments aim to help achieve their mission of modernising the brokerage ecosystem

Broadridge extends agreement with Upvest
12 February 2025 US
Reporter: Clelia Frondaroli

As part of the agreement, Broadridge will continue to provide Upvest with solutions for client proxy voting needs, including meeting notification, vote execution, and confirmation

Hazeltree selects Seth as new CEO
12 February 2025 US
Reporter: Daniel Tison

Lokesh Seth brings more than two decades of experience in technology and analytics to his new role

Wilmington Trust partners with AccessFintech
12 February 2025 US
Reporter: Clelia Frondaroli

This would enable the real-time sharing of contract level data for the private credit market via the Synergy network

Bite Stream and Untap collaborate on new platform
12 February 2025 US
Reporter: Clelia Frondaroli

The new platform, Bite Stream+, is said to combine Untap’s portfolio monitoring and reporting with Bite Stream’s investor relations and compliance tools

Zodia Custody partners with Polymesh
12 February 2025 US
Reporter: Clelia Frondaroli

This long-term partnership will see Zodia Custody’s institutional clients being able to access and interact with the Polymesh ecosystem