CMOtech US - Technology news for CMOs & marketing decision-makers
United States

Investment Management Stories

American Stories

Investment Management stories

Global Stories

Investment Management stories

IQ-EQ appoints Wyn James to lead APAC asset owners
Human Capital Management

IQ-EQ appoints Wyn James to lead APAC asset owners

Rising demand from sovereign wealth and pension funds is prompting a more targeted regional push across Asia-Pacific, where operational complexity is growing.

By Sean Mitchell • 3 min read • 3 days ago
Ireland's finance & funds boom powers new fintech era
Fintech

Ireland's finance & funds boom powers new fintech era

Ireland's funds boom now underpins more than 60,000 jobs, while its fintech tools are helping Australian super funds meet tougher rules.

By Tiarnan McCaughan • 6 min read • Last month
Addepar unveils AI tools for investment professionals
Customer Relationship Management

Addepar unveils AI tools for investment professionals

The rollout aims to cut manual reconciliation and improve portfolio visibility as wealth managers face rising pressure to automate reporting and client updates.

By Sofiah Nichole Salivio • 4 min read • Last month
Addepar launches data exchange on Databricks for AI
Data Analytics

Addepar launches data exchange on Databricks for AI

Financial firms could gain cleaner audit trails and more reliable AI outputs as a managed data layer links investment systems and workflows.

By Sean Mitchell • 3 min read • Last month
FIS upgrades trading & risk suite for buy-side firms
Digital Transformation

FIS upgrades trading & risk suite for buy-side firms

Smaller investment firms could cut costs and manual work as a single system replaces fragmented trading and risk tools across asset classes.

By Karen Joy Bacudo • 3 min read • Fri, 24th Apr 2026
Linedata deepens Broadridge NYFIX tie-up for T+1 shift
Fintech

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

Asset managers face tighter settlement deadlines as the expanded service aims to cut manual work and reduce failed trades across Europe and APAC.

By Sofiah Nichole Salivio • 3 min read • Tue, 21st Apr 2026
Addepar opens Singapore hub to expand Asia-Pacific reach
Software-as-a-Service

Addepar opens Singapore hub to expand Asia-Pacific reach

The move will bring product and commercial teams closer to Asian clients as the wealth-tech firm targets faster growth across regional markets.

By Sean Mitchell • 3 min read • Thu, 16th Apr 2026
WealthArc launches AI agent to structure portfolio data
Digital Transformation

WealthArc launches AI agent to structure portfolio data

It is aimed at cutting manual reformatting and reconciliation of inconsistent custodian records for wealth managers handling multi-source portfolio data.

By Karen Joy Bacudo • 4 min read • Thu, 16th Apr 2026

Stories from Other Regions

Investment Management stories

Block Earner wins first digital asset credit licence
Crypto

Block Earner wins first digital asset credit licence

The approval lets eligible Australians borrow against crypto holdings under direct oversight, as the sector seeks clearer rules and mainstream acceptance.

By Karen Joy Bacudo • 4 min read • Last month
Aware Super completes TelstraSuper merger in 9 months
Telstra

Aware Super completes TelstraSuper merger in 9 months

About 85,000 TelstraSuper members have been transferred into Aware Super, creating a fund with about 1.3 million members and AUD $235 billion.

By Mark Tarre • 3 min read • Last month
FNZ deepens FirstCape partnership with platform shift
Digital Transformation

FNZ deepens FirstCape partnership with platform shift

The deal gives FirstCape a new platform for its New Zealand wealth businesses, with FNZ taking over build, migration and ongoing operations.

By Sean Mitchell • 3 min read • Last month
WealthAi launches AI compliance tool for wealth managers
Unified Communications

WealthAi launches AI compliance tool for wealth managers

Wealth managers face tighter regulatory scrutiny as the platform promises to replace spreadsheet checks with real-time review of all client messages.

By Karen Joy Bacudo • 4 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

Borrowers can now tap cash within 24 hours as the fintech plans to broaden products and double staff after fresh backing.

By Karen Joy Bacudo • 4 min read • Wed, 22nd Apr 2026
Pluxee UK launches financial wellbeing hub with Attivo
Fintech

Pluxee UK launches financial wellbeing hub with Attivo

It aims to ease a GBP £10.3 billion annual hit to UK employers from staff financial stress by adding regulated advice and planning tools.

By Catherine Knowles • 4 min read • Wed, 22nd Apr 2026
UK finance chiefs prioritise AI accuracy over speed
Digital Transformation

UK finance chiefs prioritise AI accuracy over speed

UK finance leaders see AI mistakes and opaque outputs as the main obstacle to wider use, with trust beating speed in a Bloomberg poll.

By Karen Joy Bacudo • 4 min read • Wed, 22nd Apr 2026
Salmon secures USD $100 million for Philippines expansion
Fintech

Salmon secures USD $100 million for Philippines expansion

Fresh capital will help the fintech widen lending and banking services in the Philippines, where many consumers remain underbanked.

By Karen Joy Bacudo • 3 min read • Wed, 22nd Apr 2026
ControlUp tops USD $100 million ARR & becomes unicorn
Digital Transformation

ControlUp tops USD $100 million ARR & becomes unicorn

Demand for automated workplace IT has pushed ControlUp past USD $100 million ARR, lifting its valuation above USD $1 billion.

By Karen Joy Bacudo • 4 min read • Thu, 16th Apr 2026