Tag: Fintech
Luma (Part 2): there is huge demand and opportunity for interoperability between platforms
International | Technology
01 Feb 2022 by Pablo Conde
The US platform is seeking to integrate with other services to create an ecosystem of connected solutions as the one-stop-shop approach is “unrealistic”.
Luma gains traction in Europe
International | Technology
31 Jan 2022 by Pablo Conde
The Ohio-headquartered financial technology firm has raised tens of millions of dollars in new equity.
Fidelity enters US structured notes market
North America | Products
18 Nov 2021 by Lavanya Nair
The firm’s brokerage arm has teamed up with multi-dealer platform Simon to deliver structured investments to wealth management firms.
SRP Americas Awards 2021: Axio’s SMA adds strategic layer to structured products investing
International | Conferences
12 Oct 2021 by Lavanya Nair
US structured products platform Axio Financial was recognised with the ‘Innovative product of the year’ award during the SRP Americas 2021 conference for its recently launched Outcome Driven SMA (separately managed account).
SRP Americas 2021: technology and distribution
North America | Conferences
08 Oct 2021 by Lavanya Nair
Industry figureheads joined the SRP Americas 2021 conference last week to discuss the on-going impact of digitalisation in the structured product industry and the significance of fintech platforms as well as their growing roles in facilitating customer needs.
CAIS Q&A: equity bucket growth notes, defined outcome strategies will dominate the fintech space
North America | Technology
05 Oct 2021 by Lavanya Nair
SRP caught up with Marc Premselaar (pictured), senior managing director at fintech platform CAIS to discuss structured notes activity at the firm.
SRP Americas 2021: Product trends in Latam
International | Conferences
01 Oct 2021 by Lavanya Nair
This panel discussion explored current structured product trends throughout the Latin American market.
Arabesque introduces AI powered asset management tool
International | Technology
21 Sep 2021 by SRP News
The global fintech company has rolled out a fully AI-powered portfolio manager that emulates the human decision-making process in asset management.
US fintech platform to take over Axio
North America | Technology
21 Sep 2021 by Lavanya Nair
iCapital, which delivers access to alternative investing to asset and wealth managers, has announced plans to acquire third-party distributor for structured notes Axio.