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WealthTechに関する INSIGHTEX のすべての記事：報道、インタビュー、分析。
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プライベートキャピタル市場向けテクノロジーの大手プロバイダーであるオールビュー・システムズ（Allvue Systems, LLC、以下「オールビュー」）は本日、ファンドおよびジェネラル・パートナー（GP）事業体の経済を管理するために設計された専用の統合ソリューション「GPアカウンティング（GP Accounting）」の提供を開始した。オールビューの「インテリジェント・ファイナンシャル・オペレーションズ（Intelligent Financial Operations）」の最新の拡張として、GPアカウンティングはファンド会計（Fund Accounting）と「ファームビュー（FirmView）」のキャリー・報酬管理をネイティブに統合し、体系的な管理を実現する……
オールビュー・システムズ（Allvue Systems）は本日、プライベートキャピタル向け次世代プラットフォーム「ワンビュー（OneVue）」上で「ポートフォリオ・インテリジェンス（Portfolio Intelligence）」と「ディール・アナリティクス（Deal Analytics）」の提供を開始した。今回のリリースは、プライベートクレジットのチームが長らく欠いていた2つの機能を提供する。既に管理しているデータを基盤とする、AIを活用した最新のポートフォリオ・モニタリング用ワークスペースと、公開市場の代替指標ではなく実際のディール単位のデータから構築された初のプライベートクレジット・ベンチマークである…
SS&Cテクノロジーズ・ホールディングス（SS&C Technologies Holdings, Inc.、ナスダック：SSNC）は本日、ステーブルコインやトークン化された商業銀行預金など、規制下にあるデジタル現金を用いて、トークン化投資取引のデジタル現金決済を可能にする計画を発表した。今回の発表は、2025年のカラストーン（Calastone）買収を受けて、SS&Cが今年初めにトークン化ファンドの発行・販売機能の本番運用を開始したことを踏まえたものだ。SS&Cは…
Five years on from its UK launch, having enjoyed consistent year-on-year growth,Fundpath, the critical data and business intelligence service for those working in investment distribution, announces its expansion into Switzerland, one of Europe’s most sophisticated asset and wealth management markets. Marking the next phase of its global growth strategy, the launch comes in response to broad demand from the asset and wealth management industry for international coverage, particularly…
Slate, a leading fully customizable front-end and trading platform, has been chosen by UniCredit as its wealthtech partner to deliver a state-of-the-art investment platform in Poland. The platform combines brokerage and robo-advisory solutions, enhancing the trading and investing experience for clients across the country and supporting the continued evolution of digital investment services. With the support of…
Monaco-based private bank CMB Monaco has migrated its operations to the integrated technology platform consisting of Avaloq and Aladdin Wealth™, streamlining the bank’s entire value chain across the front, middle and back office. This milestone marks a significant step in CMB Monaco’s digital transformation, strengthening operational efficiency, enhancing service quality and supporting the expansion of its…
Allvue Systems, LLC (“Allvue”), a leading provider of software and data solutions for private capital markets, today announced the launch of the Nexius Private Equity Data Set, expanding the company’s Nexius Data & Analytics suite with one of the industry’s largest structured datasets for private markets performance benchmarking. By unifying asset-level fidelity with fund-level scale…
AYU, the global private members’ community for family offices and alternative investment funds, is launching AYU Capital, a matching service connecting funds and founders with verified family office investors. The offering allows those seeking investment the ability to understand appetite from the rapidly growing family office market, and to be connected with interested investors. It enables family…
WealthArc has reported another year of accelerated global growth in 2025, as wealth managers, multi-family offices and fintech partners increasingly seek new-generation data infrastructure to support international expansion, cross-border portfolios and AI-driven capabilities. The growth reflects a continued shift in global wealth management. As firms expand beyond domestic markets into Europe, United States, Asia and the…
Teciem launches today with a mission to grow and innovate across its proven portfolio of treasury and capital markets software solutions, putting customers’ evolving needs at the centre of everything it builds and delivers. The Apax Funds are committing to support the new company following the completion of the purchase of Finastra’s Treasury and Capital Markets…
PlannerPal, an AI-powered workflow for financial advisers and wealth managers, has today announced the launch of its Pre-Meeting Prep Pack. The tool is the first of its kind in bringing together everything an adviser needs before a client meeting, addressing a gap in a market dominated by post-meeting productivity tools. A structured, fully referenced pack standardises meeting…
True Potential Investments, True Potential LLP’s Investment Management business, has appointed Amundi, Europe’s leading asset manager, as strategic investment solutions partner with its Growth-Aligned fund management team. The appointment represents a further evolution of True Potential Investment’s proposition, with Amundi partnering on an exclusive basis to co-design a unique strategic asset allocation framework. A key component…
