eCommerceNews New Zealand - Technology news for digital commerce decision-makers
New Zealand

Investment Management Stories

Kiwi Stories

Investment Management stories

Global Stories

Investment Management stories

Linedata deepens Broadridge NYFIX tie-up for T+1 shift
Fintech

Linedata deepens Broadridge NYFIX tie-up for T+1 shift

Linedata widens Broadridge NYFIX access for asset managers as UK, European and APAC firms brace for faster settlement and tighter post-trade controls.

By Sofiah Nichole Salivio • 3 min read • Last month
Addepar opens Singapore hub to expand Asia-Pacific reach
Software-as-a-Service

Addepar opens Singapore hub to expand Asia-Pacific reach

Addepar sets up Singapore base for product engineering and commercial teams as it deepens support for clients across Asia-Pacific wealth markets.

By Sean Mitchell • 3 min read • Last month
WealthArc launches AI agent to structure portfolio data
Digital Transformation

WealthArc launches AI agent to structure portfolio data

WealthArc unveils AI Agent to turn messy custodian records into structured portfolio data for wealth managers, backed by human review.

By Karen Joy Bacudo • 4 min read • Last month
Caruso wins $9.3M funding, scales AI fund services
Customer Relationship Management

Caruso wins $9.3M funding, scales AI fund services

Caruso lands AUD $9.3 million from Icehouse Ventures and GD1 as Centuria joins 80-plus clients using its AI-native fund administration platform.

By Karen Joy Bacudo • 3 min read • Last month
Gresham renames S&P Global EDM platform as Opus EDM
Software-as-a-Service

Gresham renames S&P Global EDM platform as Opus EDM

Gresham renames acquired enterprise data platform Opus EDM, keeping it separate from Prime EDM and planning AI features for 2026.

By Catherine Knowles • 3 min read • Last month
BlackRock tops APAC fund brand ranking for fifth year
Artificial Intelligence

BlackRock tops APAC fund brand ranking for fifth year

BlackRock has retained the top APAC fund brand spot for a fifth year as JPMorgan, PIMCO and Blackstone jostle in Broadridge's latest ranking.

By Karen Joy Bacudo • 4 min read • Last month
FNZ launches premium Select service for wealth clients
Digital Transformation

FNZ launches premium Select service for wealth clients

FNZ launches premium Select service for wealth clients, giving top-tier firms priority product input, AI tools and faster platform support.

By Karen Joy Bacudo • 3 min read • Last month
FE fundinfo flags five shifts in asset manager compliance
Fintech

FE fundinfo flags five shifts in asset manager compliance

FE fundinfo says UK and EU disclosure reforms, AIFMD II and AI oversight will reshape compliance for asset managers in 2026.

By Karen Joy Bacudo • 4 min read • Tue, 31st Mar 2026

Stories from Other Regions

Investment Management stories

Citi Wealth launches AI assistant Citi Sky for US clients
Digital Transformation

Citi Wealth launches AI assistant Citi Sky for US clients

Citi Wealth rolls out AI-powered assistant for US clients, with Google DeepMind avatar tech set to support advisors on wealth platforms.

By Mark Tarre • 3 min read • Last month
Firenze raises GBP £6 million to expand Lombard lending
Software-as-a-Service

Firenze raises GBP £6 million to expand Lombard lending

Firenze lands GBP £6 million to scale portfolio-backed credit platform as wealth managers and banks chase faster access to client liquidity.

By Karen Joy Bacudo • 4 min read • Last month
Pluxee UK launches financial wellbeing hub with Attivo
Fintech

Pluxee UK launches financial wellbeing hub with Attivo

Pluxee UK and Attivo unveil a life-stage financial wellbeing service for employees, as firms seek to ease money worries linked to lost productivity.

By Catherine Knowles • 4 min read • Last month
UK finance chiefs prioritise AI accuracy over speed
Digital Transformation

UK finance chiefs prioritise AI accuracy over speed

UK finance chiefs say AI adoption will hinge on traceable outputs and human oversight, as Bloomberg survey shows trust beats speed in regulated markets.

By Karen Joy Bacudo • 4 min read • Last month
Salmon secures USD $100 million for Philippines expansion
Fintech

Salmon secures USD $100 million for Philippines expansion

Salmon backs Philippine consumer finance push with USD $60 million equity round and USD $40 million bond issue as it scales lending.

By Karen Joy Bacudo • 3 min read • Last month
ControlUp tops USD $100 million ARR & becomes unicorn
Digital Transformation

ControlUp tops USD $100 million ARR & becomes unicorn

ControlUp crosses USD $100 million ARR as enterprise demand, channel growth and AI-driven endpoint management push the London firm into unicorn territory.

By Karen Joy Bacudo • 4 min read • Last month
WealthAi names Pratim Das as Chief Technology Officer
Customer Relationship Management

WealthAi names Pratim Das as Chief Technology Officer

WealthAi hires ex-Microsoft and Amazon executive Pratim Das as Chief Technology Officer and names Harry Kyprianou Head of Product.

By Sofiah Nichole Salivio • 4 min read • Last month
Pello buys ByAllAccounts as Morningstar stays customer
Software-as-a-Service

Pello buys ByAllAccounts as Morningstar stays customer

Pello buys ByAllAccounts from Morningstar in a deal that leaves the data aggregation platform embedded in adviser and investor tools.

By Karen Joy Bacudo • 4 min read • Last month
Beechbrook backs Allegro film finance with GBP £2m
Physical Security

Beechbrook backs Allegro film finance with GBP £2m

Beechbrook Capital has added GBP £2m in working capital to Allegro Finance, boosting the lender's film and television production finance platform.

By Karen Joy Bacudo • 4 min read • Last month