Investment and Budget Allocation
Investment and Budget Allocation
PICTON Investments Launches “Make the Shift” Brand Campaign to Challenge Traditional Portfolio Construction
Picton Mahoney Asset Management (“PICTON Investments”) has officially launched its 2026 brand campaign, Make the Shift, a strategic market initiative designed to challenge the...
Investment and Budget Allocation
Pathstone and Mill Creek Capital Combine to Expand Wealth Management Reach
Pathstone is a prominent family office partner-owner managing wealth for ultra-high-net-worth individuals, families, and a few institutions worldwide. This company has signed the agreement...
Customer Success
CROFirst Weekly Roundup: Outreach, Lombard Odier, Bloomberg, Pipedrive, FPT, UOB Group & Many More
Welcome to CROFirst’s Weekly Roundup - your essential briefing on the latest innovations shaping AI-powered wealth management, AI-native banking, enterprise growth strategies, fintech infrastructure,...
Investment and Budget Allocation
Lombard Odier Expands Bloomberg Partnership to Strengthen Investment Risk Management Framework
Lombard Odier has decided to further the relationship with Bloomberg by rolling out a standard investment risk management system that will cover their Wealth...
Investment and Budget Allocation
Equity Data Science Appoints Sebastian Lonza as Chief Revenue Officer
Equity Data Science a leading provider of Investment Process Management (IPM) solutions for hedge funds and asset managers, announced the appointment of Sebastian Lonza,...
Investment and Budget Allocation
Daloopa Secures $47 Million Series C Funding to Strengthen Data Infrastructure for AI-Driven Financial Workflows
To cement the backbone of data infrastructure used for artificial intelligence applications in finance, Daloopa has made an announcement regarding a Series C funding...
Investment and Budget Allocation
Dispatch Debuts ‘Advisor Transitions’ to Streamline Asset and Advisor Migration Across Wealth Management Firms
Dispatch, a leading provider of data orchestration architecture for the wealth management sector, has officially launched Advisor Transitions ("Transitions"). This pioneering software solution is...
Investment and Budget Allocation
Rightsline Secures $500 Million Investment From Hg to Expand AI-Powered Rights
Rightsline, a provider of rights and royalties management software for IP-intensive industries, has received a $500 million strategic growth investment from technology-focused investor Hg....
