Syntax Data Announces the Launch of Saidee™
March 6, 20264 min
Groundbreaking tool enables financial advisors to provide AI-optimized investment solutions via Syntax Direct™ custom indexing platform
Addepar Launches Addison AI for Smarter Investment Workflows
March 4, 20265 min
New AI capabilities further embed more secure, transparent intelligence within the platform investment professionals rely on every day
Q4 Launches AEO for IR Web
March 4, 202611 min
New capabilities make investor-facing materials easier to find; harder to misinterpret; and more likely to be cited across ChatGPT, Gemini, Perplexity and other GenAI tools
iAltA Holdings Acquires Delio
March 3, 20264 min
iAltA Holdings, the WestCap-backed private markets infrastructure company, today announced that it has acquired Delio, the leading provider of white-label operating systems for private markets distribution and reporting. Delio provides the operating systems and investment structures that enable asset managers, wealth firms and other distributors to digitize, distribute, and report on private market products. Its Delio Core OS leverages configurable, low-code tools and modules to commoditize the technologies and workflows needed to deliver a market-leading digital client...
Firm to leverage platform to help advisors grow their practices, deepen client relationships and seek better outcomes
Scientific Beta co-founder who helped grow index platform to $60 billion in assets will lead QuantumStreet's institutional expansion
Jacobi Launches Suite of AI-Assisted Coding Resources
March 2, 20265 min
Jacobi Strategies (Jacobi), a global leader in investment technology, today announced the launch of its AI-Assisted Coding Resources, a powerful new suite of tools designed to help investment teams rapidly build, standardize, and scale bespoke analytics and applications within their secure, private Jacobi environment. Jacobi’s new AI resources enable investment firms to standardize the development process, enabling complex, production-grade solutions to be built with unprecedented speed and consistency. Developers can now leverage modern AI assistants...
Platinum Credit Uganda Raises $4M for MSME Growth
February 27, 202611 min
Platinum Credit Uganda, a subsidiary of ThePlatcorp Group, has secured $4 million in investment from Swiss asset manager Symbiotics to expand its financing for low-income households and micro, small, and medium enterprises (MSMEs) across Uganda. MSMEs are the backbone of Uganda’s economy, accounting for over 90% of private sector firms. However, MSMEs and low-income households face a considerable financing gap and are regularly blocked from accessing critical investment due to historic financial barriers. This injection of funding...
Truist Wealth expands investment solutions with cryptocurrency
February 26, 20263 min
Truist Investment Services offering client access to two spot Bitcoin ETFs
Graphene Launches Authorised Investment Platform for Alpha Investment Office
February 25, 20265 min
Platform delivers regulated infrastructure, custody connectivity and end-to-end investment operations to support Alpha’s growth strategy