Tag: Platforms
New platform brings six annuity carriers under one roof
North America | Industry
04 Mar 2019 by Pablo Conde
Envestnet Insurance Exchange is targeting advisors with a comprehensive selection of annuities on a single, integrated platform
Structured products blockchain startup gets fresh funding, becomes revenue generating
Europe | Technology
27 Feb 2019 by Pablo Conde
The London Stock Exchange (LSE) has led a US$20 million seed round in blockchain startup Nivaura
Independent platforms shift focus because of 'evolving ecoystem'
International | Technology
26 Feb 2019 by Pablo Conde
Multi-issuer platform RessonanceX is gearing up to target the buy-side as it changes its issuer focus, while Transparitrade (TPT) pivots towards regtech
DPL: bridging the gap between insurance product manufacturers and distributors
North America | Industry
22 Feb 2019 by Pablo Conde
DPL is an intermediary platform for the registered independent adviser (RIA) market aimed at closing the gap between some of the country’s insurance carriers and financial advisors. SRP spoke to chief executive officer David Lau (pictured) about how the increased connectivity between product providers and distributors can support the increasing demand for indexed annuities.
Incapital’s Rhodes: new direct sales team will expand equity presence
North America | Industry
08 Feb 2019 by Pablo Conde
Incapital last week launched a new advisor sales team after its market-linked products business hit US$5.5 billion record sales.
Leonteq delivers record performance, expands ‘digital marketplace’
International | Industry
07 Feb 2019 by SRP News
Leonteq’s Investment Solutions business has reported its best financial results since its creation with a 7% increase in total turnover to CHF28.8 billion, according to the Swiss firm’s 2018 results.
Commerzbank: Platforms and banks seeking to integrate with client workflows are highly appreciated
International | Features
02 Jan 2019 by Pablo Conde
Platforms are not only transferring business from analogue to digital as new businesses and opportunities are being created for distributors and clients alike
The market needs a common approach and standards around product governance, Delta Capita
International | Industry
12 Dec 2018 by Pablo Conde
The structured products industry agenda has been driven by regulation over the last few years, with the regulatory overhaul opening up new opportunities for automation and outsourcing as a result of increasing costs and the need to make process more efficient.
Goldman’s Simon platform goes ‘solo’
North America | Industry
11 Dec 2018 by SRP News
Multi-dealer platform Simon to widen distribution of structured notes in the US market by providing accessibility, simplicity and a streamlined education approach