Tag: Investment Technology

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Announcements

Dynamo Software Acquires InvestHub to Expand AI-Powered Private Markets Operations, Investor Onboarding, Compliance, and Asset Management Workflow Capabilities

BOSTON — May 12, 2026 Executive Summary Dynamo Software, Inc. has announced the acquisition of InvestHub as part of its strategy to expand operational capabilities for...
Announcements

iCapital and Envestnet Expand Strategic Partnership to Integrate Alternative and Structured Investments Within Unified Managed Account Portfolios for Advisors

NEW YORK and BERWYN, Pennsylvania — April 15, 2026 Executive Summary iCapital and Envestnet have announced an expansion of their strategic partnership to enable broader integration...
Announcements

STARTRADER Launches Web STAR Copy to Expand Social Trading Capabilities with Strategy Sharing, Automation, and Flexible Participation

DUBAI, UAE — March 30, 2026 Executive Summary STARTRADER has introduced Web STAR Copy, a web-based copy trading feature designed to expand access to structured participation...
Announcements

Jacobi Launches AI-Assisted Coding Resources Suite to Accelerate Secure Custom Investment Technology Development

SAN FRANCISCO — February 26, 2026 Executive Summary Jacobi Strategies has launched a comprehensive suite of AI-assisted coding resources designed to enable institutional investment teams to...
Announcements

AssetView Launches Privacy-First Personal Investment Dashboard with Advisor-Grade Analytics and Optional AI Portfolio Insights

MIAMI, Florida — February 25, 2026 Executive Summary AssetView has announced the public launch of its personal investment dashboard, introducing a privacy-first platform designed to give...
Announcements

WealthRabbit Partners With Bitwise to Launch Diversified Crypto Portfolios in Retirement Accounts to Expand Secure Long-Term Digital Asset Access

SAN FRANCISCO — February 12, 2026 Executive Summary WealthRabbit and Bitwise Asset Management have announced a strategic partnership to provide diversified crypto investment portfolios within retirement...
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