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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

fund-distribution

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Company
Howbuy made fund shopping a research problem
Fintech · Consumer · Enterprise

Howbuy made fund shopping a research problem

A Shanghai fund supermarket learned that more choice was only the beginning. Its real business became helping investors decide what deserved a place in their portfolios.

howbuy · haomaiRead →
Company
Calastone turned the fund industry’s paperwork into a £766 million business
Fintech · Enterprise · Crypto

Calastone turned the fund industry’s paperwork into a £766 million business

A fund order should not need a fax machine. Calastone built a network around that simple complaint. Now, under SS&C, it is taking the same connectivity business into tokenised funds.

fund-distribution · fund-automationRead →
Company
FE fundinfo and the business of getting the numbers straight
Fintech · Saas · Enterprise

FE fundinfo and the business of getting the numbers straight

Before a fund reaches an investor, its data has a lot of travelling to do. FE fundinfo has built a business around making sure the same facts survive the trip.

fund-data · financial-advisersRead →