Enhancing wealth management: The critical role of data purity in portfolio systems
In today's financial world, wealth management requires a strategic, technology-driven approach. A Portfolio Management System is essential, according to WealthArc, an asset management software developer.
The evolution of wealth management: A glimpse into IntellectAI’s vision
IntellectAI Partner & Senior Vice President, Hari Menon, and esteemed CIO, Investor, and Advisor Laura Meyer, recently discussed the future of WealthTech. The event, hosted by the Collaboration, Innovation, Technology Forum (CITF), marked a significant milestone in the journey of wealth management firms towards integrating AI, Entrepreneurship, and Visionary Leadership.
The AI revolution in wealth management: Balancing automation with human insight
In the dynamic landscape of today's wealth sector, artificial intelligence (AI) stands as a pivotal force of change. This transformative era marks the confluence...
US gears up for open banking revolution but why should wealth managers care?
With the Consumer Financial Protection Bureau’s (CFPB) proposed changes to personal financial data rights, open banking could soon make its way to the US As firms in the country get excited about the development, should wealth managers be taking note?
Amundi and Indosuez join forces with AirFund to revolutionise private asset fund marketing
Amundi, a leading asset manager, and Indosuez Wealth Management, a prominent wealth management firm, have acquired a minority stake in AirFund.
Revolutionizing asset management: Aiviq’s data transformation capabilities
Asset managers are increasingly recognizing the importance of judicious investment in differentiators to drive AUM growth. WealthTech company Aiviq, has observed that due to...
Floww unveils FlowwFunds to transform venture capital fund management
Floww, a leading FinTech platform, is revolutionising the venture capital landscape with its latest offering, FlowwFunds. Known for its innovative approach, Floww is at...
TS Imagine enhances hedge fund treasury solutions through strategic Kayenta partnership
TS Imagine, a premier global provider specializing in trading, portfolio, and risk management solutions for financial institutions, has joined forces with Kayenta, an acclaimed...
Singapore’s Chintai elevates capital markets with B1-led funding
Chintai, a Singapore-based software as a service (SaaS) company, made waves today with the announcement of a significant financing round led by the tech-focused investment firm B1.
FinTech innovator Accelex secures $15m in FactSet-led funding round for AI automation
Accelex, described as a trailblazer in AI automation for private markets data acquisition, reporting, and analytics, has garnered a commendable $15m in a Series A funding round.
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