Clearwater Analytics, a provider of investment management technology, and TreasurySpring, a global cash investment platform, have announced a new platform integration designed to enhance fixed-term cash management for institutional investors.
Sidekick, a UK-based wealthTech company designed for professionals whose finances are becoming more complex as their incomes and assets grow, has raised £7.8m in Series A funding to scale its investing products and widen access to tools traditionally offered by private banks.
The funding will also support team growth, accelerate product development and underpin continued customer expansion. As part of...
eToro, a global trading and investing platform, has partnered with Amundi, Europe’s leading asset manager, to launch a new strategic equity portfolio designed to provide long-term exposure to transformative global megatrends alongside broad market coverage.
The partnership centres on the launch of the Key Themes & Convictions Portfolio, which aims to capture opportunities created by structural changes shaping the global...
Tiller Technologies has expanded its platform to address rising regulatory expectations around the ongoing monitoring of corporate structures.
According to Channel Eye, the latest product update has been driven by a marked shift in regulatory focus away from one-off onboarding checks towards continuous oversight throughout the lifecycle of a client. Regulators are increasingly expecting firms to demonstrate that they maintain...
M-Files has unveiled a significantly enhanced global partner program, marking a strategic push to accelerate joint growth, strengthen customer outcomes and deepen collaboration across its expanding partner ecosystem.
The refreshed framework is designed to support increased adoption of M-Files’ context-first document management system.
Leadership of the evolved partner strategy sits with Mike O’Neill, who joined the company in October 2025 as...
Ortec Finance, a provider of technology and solutions for risk and return management, has released a new whitepaper. The 'Q4 Quarterly Outlook - New Year, New Rules?' is based on the Ortec Finance Economic Scenario Generators. It offers an insight into the recent developments in the global economy and capital markets, as well as what this will mean in the...
For decades, many wealth management firms have viewed younger investors as a future opportunity rather than a priority for today. The assumption was that meaningful engagement would only be required once careers were established, assets had accumulated, and financial needs became more complex.
That thinking is now increasingly out of step with reality. Expectations set by Millennials and Gen Z...
Always-on Compliance marks the next stage in the evolution of continuous compliance, redefining how financial institutions manage financial crime risk in an increasingly complex environment.
Rather than relying on static rules, periodic tuning cycles or manual updates, this model describes a self-updating compliance ecosystem that adapts continuously to regulatory change, emerging threats and operational context.
Developed by SymphonyAI, Always-on Compliance is...
Expense management remains a persistent challenge for organisations, even as FinTech innovation continues to reshape other areas of financial operations. Many firms still depend on manual or semi-manual processes to submit, review and reimburse employee expenses.
According to StarCompliance, these approaches are time-consuming, prone to errors and often a source of frustration for both employees and compliance teams. The result...
In January 2026, the FinCEN confirmed that the effective date of its long-awaited AML/CFT rule for investment advisers would be pushed back by two years.
The Investment Adviser (IA) AML Rule, which was originally due to come into force in 2026, will now take effect on 1 January 2028, giving covered firms additional time to prepare, said Alessa.
For registered...
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