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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
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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
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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
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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
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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
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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
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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
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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