Tag: data integration

Wealth management is entering a decisive new era, with artificial intelligence reshaping what advisers, clients, and financial institutions can realistically achieve. IntellectAI, which offers wealth...

For financial data providers, distributing data efficiently to advisors has long been a complex challenge. With advisors increasingly reliant on WealthTech platforms for everything...

Technology integration is proving to be one of the greatest challenges for wealth management firms, especially larger players that often find it difficult to...

Many asset managers remain shackled by outdated systems, despite rising client expectations and stricter regulatory frameworks.

Morningstar’s integration of Direct Advisory Suite with ByAllAccounts is revolutionising the way financial advisors and home offices manage client relationships and data workflows. By consolidating vast streams of financial information, the two platforms are transforming operational efficiency while delivering a seamless experience for both advisors and clients.

Droit has integrated LSEG’s Global Shareholding Disclosure Data into its Position Reporting platform, in a move designed to help financial institutions automate and simplify regulatory reporting obligations.

SymphonyAI, a leader in enterprise AI, is helping firms transform operations through the power of unified namespace technology. By creating a single, centralised source of...

News data serves as a critical asset across various industries, driving strategic decision-making, enhancing operational efficiency, and shaping financial and compliance strategies.

The Earnix 2024 Industry Trends report revealed that nearly 75% of insurers have hundreds of rules embedded in their underwriting systems, with 18% stating...

The investment landscape is undergoing a dramatic shift, driven by the expectations of a new generation of investors. These tech-savvy and socially conscious individuals...