WealthTech

Employees working within Microsoft 365 have long faced a familiar frustration: critical business documents sitting in external systems that the Microsoft Search bar simply...

Nearly two in five small and medium-sized enterprises (SMEs) are considering switching their workplace pension provider within the next three years, according to new...

GReminders, a meeting and automation management platform for financial advisors, has published the results of its latest engagement survey, revealing significant productivity gains among...

GeoWealth, a Chicago-based turnkey asset management platform (TAMP) and FinTech solution built for registered investment advisors (RIAs), has extended its Series C financing round...

Operational excellence is not simply about cutting costs or squeezing out efficiencies — it is about building a business that consistently outperforms its competitors....

In its latest weekly macro update, Exante examines how an escalating Middle East conflict is sending shockwaves through global energy markets, forcing emergency responses...

Prometeia, an advisory and digital solutions provider serving asset managers, banks, insurance companies and financial advisers, has launched an integrated offering focused on private...

Key European WealthTech investment stats in Q4 2025: European WealthTech investment doubled YoY in Q4 2025 Average deal value increased to $34.5m as larger...

A new era of currency volatility has taken hold following years of subdued interest rates and limited exchange rate movement. In the US, Federal...

Document management specialist M-Files has announced a series of new integrations with Microsoft 365 Copilot and Microsoft 365 Copilot Agent Builder, building on its...