Category: FinTech

Alter Domus, the Luxembourg-based administrator that has USD1.3trn AuA, has struck a deal with Canoe Intelligence to offer data management solutions for alternatives managers that combine automated technology and data accuracy. Canoe specialises in redefining data management processes for alternative investments by deploying advanced data capture technology to automate manual workflows.

Confluence, a technology solutions provider for the investment management industry, has agreed to acquire Compliance Solutions Strategies (CSS), a RegTech company. Founded in 2017 and headquartered in New York, CSS offers a global RegTech platform underpinned by its proprietary Regulatory Book of Record data management solution. Servicing more than 600 clients globally, including nine of…

SimCorp, a U.S.-based provider of SaaS investment management solutions, has launched Investment Accounting as a Service in response to increased demand from buy-side clients to outsource back-office functions. SimCorp’s multi-asset class Investment Accounting as a Service will deliver multi-jurisdictional and regulatory compliant accounting, analytics and reporting, with an advisory overlay. The service is based on…

American Equity Investment Life Holding Company plans to migrate its USD5.4bn commercial, agricultural and residential mortgage loan portfolio to Precision LM, SS&C’s loan management platform, which will automate loan servicing, operations and regulatory reporting for the Des Moines, Iowa, insurer. Precision LM will support multiple loan types for American Equity, including 800 commercial mortgages and…

Baillie Gifford, a UK-based investment partnership with GBP352bn (USD486.8bn) AuM, has selected FINBOURNE Technology’s investment data management platform, LUSID, as the IBOR solution for its global investment operations. The platform will deliver a consolidated source of real-time investment data across Baillie Gifford’s equity, fixed income and multi-asset portfolios. FINBOURNE’s SaaS solution will provide a virtual…

Charles River Development, a State Street company, has appointed Caroline O’Shaughnessy as head of EMEA, where she will be responsible for all business oversight within the region. She joins from The London Stock Exchange Group, where she was chief client officer, global head of sales and marketing for its information services division, and group head…

SimCorp and Citi have formed an alliance through which Citi’s securities services business will integrate post-trade custody data with SimCorp to offer a front-to-back user experience for mutual clients. The collaboration brings together SimCorp’s technology and service solutions with Citi’s proprietary custody network to help clients with data consolidation and consumption, and enhance productivity. The…

Confluence Technologies, a technology solutions provider for the investment management and administration industry, has agreed to acquire Investment Metrics for USD500m. Investment Metrics is a provider of investment data, performance, analytics and research software solutions for institutional investors and advisors. Investment Metrics services more than 400 clients across 30 countries, representing over USD14trn in AuA.