Rockall’s collateral management technology targets financial institutions that need to “improve the performance of wealth, retail, commercial and corporate lending,” officials say. Rockall adds that its technology attempts to “streamline collateral management,” and act as a “safeguard against credit risk and enhance lending.” Find details here.
investIQ, a digital tool developed by Schroders alongside behavioural scientists, combines the science of behavioural finance and investment education, which aims to enable Citi clients to better understand how their personality could impact their investments. It will be exclusively available to Citi clients in Singapore, Malaysia, United Arab Emirates, the United Kingdom, Thailand, Indonesia, Philippines and Poland in the first half of 2019. It will be gradually rolled out in more Asian markets in the second half of 2019.
Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, announced Envestnet Advisor Analytics, a series of new analytical tools that will empower financial advisors to make better, data-driven decisions and ultimately drive more productivity.
The new offering will be available on Envestnet Intelligence, which is Envestnet’s omni-channel platform that includes desktop, mobile, voice, notification and alerting channels. This platform leverages artificial intelligence and machine learning, natural language processing, and an advanced data analytics engine, which enables advisors to easily answer key business questions.
IBM and Thomson Reuters announced a joint collaboration to help banks address ever-growing regulatory requirements through the powerful combination of artificial intelligence (AI) and real-time regulatory insights.
IBM and Thomson Reuters Regulatory Intelligence will now offer financial institutions access to a RegTech solution delivered from the IBM Cloud that features real-time financial services data from thousands of content sources. Backed by the power of AI and domain knowledge of Promontory Financial Group, the collaboration will enable risk and compliance professionals to keep pace with regulatory changes, manage risk and reduce the overall cost of compliance.
Guideline is partnering with Brex to support startups and small businesses.
Guideline started with the goal of creating a modern and affordable approach to retirement planning that works for businesses of every size, with an emphasis on startups and small businesses. They’ve partnered with Brex to provide Guideline’s clients with more tools to make running their business even easier. Brex is the first credit card for startups and modern businesses, with higher limits, no personal guarantee or security deposit required, and the most competitive rewards program on the market.
AdvisorEngine announces new, deeper Junxure integrations.
AdvisorEngine, the current owner of Junxure, announced the integrations Thursday, which include heavy-duty application programming interface work in collaboration with Orion Advisor Services as well as Constant Contact and MyRepChat. Meant largely to help power advisory firms’ marketing and communication efforts with prospects and clients, the integrations will allow simultaneous access of CRM and portfolio data.