Investment Management stories

FIS revamps cross-asset platform with AI dashboards and SaaS tools to help buy-side firms manage trading, portfolio and risk in one system.

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

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

Allegro and Elliott-backed venture opens USD $500 million non-bank lending line for film and television projects.

Persistent hires Hari Abhyankar as EVP and global head of private equity, sharpening its push into investor and professional services markets.

PWL Capital taps d1g1t to replace spreadsheets with a bilingual, API-driven wealth platform for its USD $7 billion advisory business.

Alchelyst merges with Lyra Client Solutions to form a unified tech-enabled private markets servicing platform led by founder Joan Kehoe.

Manulife taps Akka's runtime to harden and scale its beta enterprise agentic AI platform for regulated, business-critical workloads.

AutoRek unveils RegToolKit, a real-time regulatory compliance hub mapping rules to controls, audit trails and breach remediation.

Colter Bay launches Australian private credit fund with AUD $100m facility to plug an estimated AUD $25bn lower mid-market funding gap.

Balyasny embeds an AI research platform across 95% of its hedge fund teams, aiming to speed investment analysis while tightening controls.

Linedata has launched Mosaic, an FDC3-based workspace unifying fixed income trading tools to cut integration time and manual rekeying.

Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.

Most financial firms see AI driving new compliance risks within a year, yet nearly a third still lack a trade surveillance strategy.

MSCI appoints ex-Goldman executive Dinesh Gupta as Chief Data Officer and Global Head of Operations to drive its data and AI strategy.

MSCI is buying Compass Financial Technologies to deepen its multi-asset and crypto index capabilities and expand bespoke benchmark services.

Teciem debuts in London as an independent treasury software group, backed by Apax and serving more than 340 financial institutions.

Coegi appoints Chris Kotyck EVP of Digital Operations to scale programmatic and social media services across North America from Canada.

STG completes S&P Global EDM and thinkFolio deal, folding EDM into Gresham while spinning thinkFolio out as a standalone portfolio firm.

Snowflake and Anthropic deepen Claude tie-up with a USD $200m deal to push compliant AI agents across Snowflake's global data cloud.