Tag: investment reporting
US WealthTech funding hit five-quarter high as investors loosened purse strings...
Key US WealthTech investment stats in Q3 2026: US WealthTech funding hit five-quarter high in Q3 after capital invested doubled YoY
Average deal value...
HNW clients demand more: reporting’s automation reckoning
Investment reporting is the most frequent touchpoint between a private bank and its high-net-worth clients, yet many institutions still treat it as an afterthought,...
Brightwell expands pension tech with Ortec’s PEARL
Brightwell continues to strengthen its partnership with Ortec Finance as it builds on its evolution from a single-client model to a broader multi-client offering...
Userlane and fincite partner to enhance digital wealth management experience
Userlane, a Digital Adoption Platform provider, has announced a strategic partnership with fincite, a fast-growing German WealthTech firm.
Instinct Digital secures £5m from AlbionVC to enhance investment reporting tools
Instinct Digital, a leading SaaS provider known for its advanced investor reporting solutions, has successfully closed a £5m Series A funding round.
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