Corporate Leaders

The static approach to customer risk management is no longer effective and KYC360 was built to show firms effective, ongoing compliance doesn’t need to...

Data fragmentation continues to be a significant challenge faced by the wealth management sector. While many are looking to improve their infrastructure and move...

Private markets and tax‑efficient investments are moving steadily into the mainstream of UK wealth management. Advisers are increasingly using them in everyday portfolio construction...

For IRALOGIX, 2025 was a milestone year. Not only did the company celebrate its 10-year anniversary, but it was an inflection point for the...

Insurance has always depended on timing. Risk is captured at a specific moment, translated into a price, and expected to remain broadly stable until...

As wealth management firms continue to pursue generative AI capabilities, exploring worthwhile use cases and where the most value can be found, a core...

Booking a flight online takes minutes. Ordering a taxi takes seconds. Even applying for a loan can now be done in a handful of...

Improving communication capabilities might not strike wealth management firms as important as tools that streamline trading or insight generation. However, Michael Lynch, chief operating...

In an increasingly competitive market, Vincent Lévesque, vice-president, head of products at Croesus, believes personalized video communications help to give firms an edge over...

While many WealthTech tools support portfolio construction, 2ND ENGINE was built with a different goal: give advisors the ability to convey real, defensible value...