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.
DoorFeed secures €7m in seed extension for innovative real estate investment platform
DoorFeed, a pioneering company in the real estate investment sector, recently secured a significant €7m in a seed extension funding round.
SimCorp unveils performance attribution solution for investment insights
SimCorp, a provider of investment management solutions, has made a significant leap in the FinTech sector with its latest innovation.
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...
Barclays leads WealthOS to secure £2m seed funding
WealthOS, a cloud-native and API-driven core WealthTech firm has secured £2m in institutional seed funding round led by Barclays.
Canada’s Department of Finance Advisory Committee recommends steps towards open banking
Canada's Department of Finance Advisory Committee on Open Banking has issued its final recommendations report, marking a pivotal step in the nation's journey towards embracing Open Banking.
Middle Eastern investors embrace self-directed wealth management
WealthTech firm Velexa recently highlighted how the Middle East is proving to be a key hotspot for self-investing.
Nurturing tomorrow’s leaders: How Aiviq’s culture empowers graduates to drive FinTech innovation
The aspiration to work in the hustling, bustling financial heart of London City and impact the financial services sector is a common dream shared by many graduates. In Aiviq, a burgeoning cloud-data company, these young professionals are not merely dreaming but actualising ambitions, playing critical roles that contribute substantively to the enterprise's mission of supplying comprehensive data and analytics solutions to asset managers.
UK wealth sector faces £3.8m in penalties amidst new regulations
The UK wealth management sector has faced significant financial repercussions this year, accumulating £3.8m in fines from the FCA.