Investment professionals

Otala.Markets announced the launch of Otala AI Pricer

June 30, 20263 min

Otala.Markets, an independent European fintech specialising in creating and developing structured investment products, announces the launch of @otala_ai_bot, an AI-powered pricer for structured products (certificates and structured notes) integrated directly within Telegram and WhatsApp. Currently in beta testing, otala_ai_bot has been made available to a selected number of professional investors, with the aim of testing and validating a new model of interaction between artificial intelligence, financial engineering and the distribution of structured products. The chatbot is powered...

by PRNewswire

Investments

Addepar Opens Geneva Office to Expand EMEA Investment Reach

October 1, 20254 min

Empowering investment communities across Europe and the Middle East with advanced data and technology solutions

by BusinessWire

Platforms

Insigneo Launches Alia 2.0 for Advisor Connectivity

September 5, 20255 min

The firm introduces a fully integrated tech solution that redefines how financial professionals manage client relationships, portfolios, and compliance.

by BusinessWire

Investments

MetLife Names Geert Henckens Global Head of Private Fixed Income

August 25, 20253 min

MetLife Investment Management (MIM), the institutional asset management business of MetLife, Inc. announced that it has named Geert Henckens global head of Private Fixed Income. Henckens will expand his role to lead teams that originate and manage a broad array of private asset investments that aim to offer clients attractive relative value, portfolio diversification, and potential downside protection. MIM has a longstanding track record of originating and managing private assets and originated $21.6 billion in...

by BusinessWire

Investments

Boosted.ai Names Christian Antaloczy As Chief Product Officer

April 15, 20253 min

Boosted.ai, developers of the leading agentic AI for investment professionals – Boosted.ai Alfa™ – today announced it has appointed Christian Antaloczy as Chief Product Officer (CPO). Antaloczy joins the Boosted.ai team from WhatsApp (parent company Meta) where he led generative AI for businesses, bringing deep expertise in product strategy, AI-driven innovation, and scaling solutions across organizations of all sizes in a highly regulated space. With a proven track record of building and launching industry-defining products,...

by BusinessWire

Platforms

martini.ai Launches Financials Agent to Analyze Credit Risk Using AI

March 28, 20255 min

martini.ai, a leader in AI-driven credit risk analysis, today introduced Financials Agent, an AI-powered tool that lets users upload financial documents, such as 10-K filings, and instantly generate a financial risk report. Instead of spending hours manually extracting data and calculating credit scores, professionals can now get a full financial assessment in just minutes. AI Agents That Do the Heavy Lifting, With Full User Control Credit professionals deal with thousands of financial reports, each requiring...

by PRNewswire

Investments

Altoo Marks 2024 with Continuous Growth and Innovations

March 20, 20258 min

Significant revenue and user adoption fuelled by new partnerships and market expansion Over 125 platform enhancements, including automated dividend forecasting and a revamped mobile app Trebling in mobile user logins over 12 months, highlighting the interest and importance of wealth ‘on the go’ Strong client satisfaction showcased via client survey and new case studies in Altoo’s Resource Center Altoo AG, a Swiss fintech bridging technology and wealth management, achieved significant milestones in 2024, including a more than...

by PRNewswire

Investments

Federated Hermes wins 2025 LSEG Lipper Fund Awards

March 17, 202514 min

Federated Hermes MDT Advisers secures awards for multiple funds and performance periods Two active fixed-income strategies recognized for category outperformance through market cycles

by BusinessWire

Blockchain

Bitwise Appoints Author Jonathan Bier as Advisor on Initiatives

February 21, 20259 min

Bitwise, which recently crossed $12 billion in client assets, is committed to the stewardship of the Bitcoin network in which its clients are invested.

by BusinessWire

Platforms

FTSE Russell Indices Added to Syntax Direct Platform

February 4, 20254 min

Financial advisors to benefit from the rapid ability to customize FTSE Russell indices on the Syntax Direct platform

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