WealthTech

DXtrade is enhancing futures and options trading by equipping traders with an extensive suite of advanced analytics tools, offering everything they need in a single platform.

Brokers are increasingly shifting away from public messaging apps like Discord and Telegram to manage their trading communities.

Ortec Finance, a leading global provider of risk and return management solutions, has published a new whitepaper addressing the mounting challenges facing institutional investors...

OpenTrade, an institutional-grade infrastructure platform specialising in real-world asset-backed stablecoin yield products, has closed a new funding round to strengthen its position in the growing stablecoin market.

Wealthbox, a New York City-based CRM software platform for financial advisors, has secured a $200m strategic majority investment from Sixth Street Growth. According to FinSMEs,...

Octaura, a FinTech company specialising in electronic trading and analytics for syndicated loans and collateralised loan obligations (CLOs), has raised $46.5m in a funding round to accelerate its market growth and innovation plans.

Financial planning has long been a point of contention for UK housing associations, with outdated systems and rigid workflows causing growing frustration.

While the wealth management sector is embracing technology to transform their operations, are there still some major issues that are waiting to be addressed? 

As more asset owners adopt centralised currency overlay programmes to manage growing foreign exchange exposures, the need for a robust framework to measure the added value of these decisions has become critical. Such frameworks help evaluate the contribution of currency strategies to overall fund performance—an essential step as currency volatility increasingly impacts portfolio returns.

Imagine choosing a savings portfolio based on your “low risk” appetite, only to receive a recommendation for a higher-risk investment. That’s exactly what happened to one of Kidbrooke’s users, prompting the question: “Why?” The surprising answer—“because the model is working as it should”—opens a broader discussion about the role of intelligent modelling in digital financial advice.