SIMON adds second carrier to insurtech platform

North America | Technology

08 Jan 2020 by Pablo Conde

The US multi-dealer platform for structured products continues to expand its coverage of index-linked annuities with the addition of Great American Life National.

Pendulom rolls out new offshore platform for twin-win structures

Asia Pacific | Technology

06 Jan 2020 by SRP News

Singapore-based Pendulom Capital has launched Altimates, an online derivatives-based investment platform offering blockchain encrypted transactions.

HSBC Singapore launches wealth management and structured products platform

Asia Pacific | Technology

03 Jan 2020 by SRP News

The Singapore affiliate company of London-headquartered HSBC holdings has launched new digital solutions to support its retail banking offering.

Profile: Wealthinity, combining client servicing tools and investment solutions

Europe | Technology

12 Dec 2019 by Pablo Conde

Following yesterday’s interview with Kirill Ilinski, managing partner at Fusion AM, SRP spoke to Taras Rybak (pictured), head of investment solutions at Fusion and co-founder of Wealthinity, the new platform targeted at advisors which will offer access to a range of pre-built investment portfolios featuring structured products.

Buy side view - Fusion Asset Management: the flow market is attracting new players

Europe | Technology

11 Dec 2019 by Pablo Conde

Fusion Asset Management launched Wealthinity in mid-November – a new platform created to empower financial advisors, wealth managers and private banks, as well as small to medium firms to offer ‘customised investment solutions, service their clients faster and drive business growth, without any additional costs’.

SIMON rolls out module for annuities, partners with Prudential

North America | Technology

06 Dec 2019 by Pablo Conde

US structured products platform SIMON Markets has expanded its digital platform with an InsurTech module to help financial professionals to navigate the indexed annuities market.

Swiss bank deploys Numerix Oneview platform for its structured notes business

International | Technology

14 Nov 2019 by Pablo Conde

Luzerner Kantonalbank AG will use Numerix’s analytics to price structured notes in real-time, and to distribute tradeable bid/offer prices.

Exclusive: Vontobel rolls out thematic investment hub

Europe | Technology

22 Oct 2019 by Pablo Conde

The Swiss bank has launched Investerest, the ‘first public marketplace for investment solutions from investment managers aimed at bridging the gap between end investors and investment managers.

LPA: robo-advisory is the missing piece of the puzzle to grow the pie

International | Technology

17 Oct 2019 by Pablo Conde