Tag: Multi-dealer platform
Swiss fintech goes solo in strategic shift
International | Industry
29 Aug 2023 by SRP News
The Swiss specialist platform for structured products has completed its spin-off from Capital Vision, resulting in the establishment of two independent companies.
SRP Europe 2022: Empowering the front office through technology
Europe | Conferences
30 Mar 2022 by Summer Wang
The process to increase the efficiency for the front office is pictured involving portfolio management, structured product analysis, execution, distribution and lifecycle analysis.
Simon bolsters US footprint with record growth
North America | Industry
25 Nov 2021 by Lavanya Nair
The US multi-dealer platform has announced record increases in its structured investment broker-dealer volumes.
Fidelity enters US structured notes market
North America | Products
18 Nov 2021 by Lavanya Nair
The firm’s brokerage arm has teamed up with multi-dealer platform Simon to deliver structured investments to wealth management firms.
Halo: structured products can be a very elegant solution
North America | Technology
04 Aug 2021 by Lavanya Nair
The US multi-issuer structured products platform entered the annuities space earlier this year as a natural evolution following the initial launch of its structured notes platform and expansion into buffered ETFs.
Simon Markets: smart technology key to empower financial advisors
North America | Technology
27 Apr 2021 by Lavanya Nair
US multi-dealer platform for structured products Simon Markets is riding the fintech wave having broadened its industry footprint over the past year.
SRP Europe 2021: the future of finance – more activity, smaller transactions
Europe | Conferences
17 Mar 2021 by Lavanya Nair
Speakers at SRP’s flagship Europe 2021 virtual conference discussed the impact of the market’s growing digital transformation during 2020, a year that triggered significant innovation within the structured products industry.
View from the top: suitability, compliance have become focal points
International | Technology
13 Jan 2021 by Pablo Conde
Following FinIQ’s 2020 record volume of structured products traded on its FinIQ EQ Connect platform, the fintech’s CEO and director for Europe, Mahesh Bulchandani (pictured), talks about the tools and functionalities that drove activity in 2020 and what products will bring new trading volume in 2021.
Exclusive: FinIQ sets MIP world record, aims at US$100bn
International | Industry
07 Jan 2021 by Pablo Conde
FinIQ has hit a major landmark in terms of volumes of structured products traded on its FinIQ EQ Connect platform.
