FORWARD FEATURES CALENDAR

Technology & software solutions

Liberis processes first small business funding application via Open Banking

Alternative finance provider Liberis has used Open Banking technology to increase funding access for UK small businesses, using it to process a full funding application for the first time.  Working with leaders in Open Banking technology Openwrks, Liberis was granted access by the customer to see its bank account transaction

Rob Mirsky, EisnerAmper

Former KPMG global hedge fund head opens London office for EisnerAmper

March this year saw Robert Mirsky, then Global Head of Hedge Funds at KPMG, become Global Head of Asset Management and UK Managing Partner at EisnerAmper. Mirsky was also charged with opening EisnerAmper’s first UK office and now presides over a small but fast-growing team. The firm is better known

Odysseus and Seed Founders launch joint venture

Odysseus Investments, the venture capital and private equity arm of Reech Corporations Group and Seed Founders, a technology investment company established by InsureTech investor Minh QTran, are joining forces to create an new framework which will allow investors to achieve scale exposure to a range of traditional, alternative and tech

Chris Zingo, Finastra

Harmonic Fund Services goes live with Finastra for loan servicing

Harmonic Fund Services has gone live with Finastra’s Fusion Loan IQ solution. The independent fund administration and alternative asset fund servicing firm will use the platform – traditionally employed by banks and service providers to service their bilateral, specialised and syndicated loan portfolios – to provide a new loan administration

Nick Eatock, Intelliflo

CoInvestor integrates platform with Intelliflo’s ‘Intelligent Office’ software

CoInvestor, a platform that digitises alternative asset transactions for advisers, fund managers, and private investors, has integrated its technology with financial advice back-office software supplier Intelliflo’s ‘Intelligent Office’ (iO), to deliver an upgraded service to customers. CoInvestor is now available to iO users via Intelliflo’s app store and for the

Agorai to invest GBP20m in UK AI market

Agorai, an integrated marketplace for Artificial Intelligence (AI) tools and data assets, has committed to invest GBP20 million in the UK AI market. The company says the investment will help accelerate the economic benefits that can be generated by leveraging the power of AI and its ability to transform society

InvestCloud buys rplan for USD20m

Global fintech firm InvestCloud Inc has announced the acquisition of London-based rplan Limited for USD20 million. rplan is a provider of client engagement technology in the UK to support bespoke investment propositions for web and mobile. Its client base includes some of the largest institutional asset managers in the world,

Mark McMahon, Alvarez & Marsal

Ipreo Partners with Alvarez & Marsal’s alternative investment services group

Ipreo, a provider of financial services technology, data, and analytics, has partnered with global professional services firm, Alvarez and Marsal (A&M) to provide enhanced integration and optimisation of Ipreo’s Private Capital Markets (PCM) solution suite for alternative asset managers. Ipreo PCM’s solutions enable private capital firms, their LPs, and service

Ross Ellis, SEI

Digitalising the investor experience

Technology continues to infiltrate every aspect of global business. Not a day goes by where the impact of platforms like Amazon, Facebook etc, isn’t felt by those in the asset management industry. The fact is, investor habits are rapidly changing and the way they choose to invest is beginning to

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12 November, 2026 – 5:00 pm

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