Retail Investing & Trading

MAXE AI, the pioneering AI investing assistant app, has recently announced a significant milestone in its journey towards transforming the investing experience.

As we delve into the initial months of 2024, the wealth management sector stands at the cusp of transformation, propelled by technological advancements and a challenging economic landscape.

Over the past few years, WealthArc, which helps automate workflows for wealth managers,  has spoken to many prospects about Portfolio Management Systems (PMS). Far too many have responded with interest in PMS, but stated they don't need a solution for client relationship management. 

ZaraFX, a cutting-edge CFD Forex broker, has proudly announced the completion of a significant milestone in its journey, securing over $2m in Series A funding.

In the dynamic world of wealth management, the confluence of impeccable client service and innovative technology is reshaping the industry's landscape, particularly in Switzerland and beyond.

The landscape of financial services is on the verge of a monumental evolution, propelled by the swift progression of artificial intelligence (AI) and technological innovations. At the forefront of this transformation is the emergence of AI agents, a novel category of digital assistants ready to reshape the realm of wealth management.

A groundbreaking study, involving wealth management experts from ThoughtLab, Deloitte, and FNZ, and supported by Amazon Web Services (AWS) and Genesys, has unveiled that the landscape of the investment industry is set for a dramatic transformation by 2028.

It has been a few years since the digital asset hype took the world by storm and has since fallen to the background. Despite this, the asset type is still popular, and could see more market adoption in 2024.

Velexa, recognised as a top WealthTech 100 company, has recently unveiled its latest innovation: fractional bonds. This new feature is a significant addition to their comprehensive suite of investment tools, designed for both embedded and standalone applications.

In the rapidly changing landscape of financial services, the balance between regulatory compliance and user experience is more critical than ever. With digital transformations reshaping the industry and regulatory pressures mounting, financial institutions face the daunting task of providing seamless digital experiences without compromising on regulatory standards.