Tag: Data governance

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 landscape of Asset Management firms has long been fraught with challenges, particularly in the arena of investor onboarding and lifecycle management. This process, characterized by an intricate Know Your Customer (KYC) procedure and the handling of vast data volumes, has historically grappled with the limitations of outdated technological infrastructures.

The SEC exam priorities for 2024 underscore the importance of compliance and recordkeeping within financial services. The focus will be on practices and products...

At the heart of the ever-evolving world of data governance is OneTrust, a company known for data privacy and transparency.

Regulatory change in the banking industry appears to be on the horizon for 2023. Regional banks are already grappling with an intricate web of state, federal, and international compliance obligations.

Wealth management compliance platform SmartRIA has acquired Greytwist Data Governance for an undisclosed amount.

Data governance and management company Collibra has closed a $58m Series D financing round, led by existing investors ICONIQ Capital and Battery Ventures.

Data governance and management startup Collibra is reportedly set to close a €40m (£35m) in a round led by ICONIQ Ventures.