Tag: portfolio management

Artificial intelligence is no longer a distant ambition for the wealth management industry — it is rapidly becoming a practical necessity. According to WealthTech platform...

The best WealthTech software goes unnoticed — until it doesn't. Advisors toggling between multiple systems to find the same client data, status changes vanishing...

LGT Wealth Management UK, a leading private banking and asset management firm backed by the Liechtenstein Princely Family, has selected Addepar, a global data...

A new era of currency volatility has taken hold following years of subdued interest rates and limited exchange rate movement. In the US, Federal...

WealthAi, an AI-driven operating system (OS) for wealth managers, family offices and private banks, has partnered with wealth management platform Stratiphy to make Stratiphy's...

Separately managed accounts (SMAs) have moved well beyond their origins as a niche structure for private wealth. Today, the full spectrum of investors —...

Selecting the right wealth management software has never been more consequential. As advisory firms face mounting regulatory scrutiny, growing client volumes, and increasingly complex...

A large, unnamed financial services group in South Asia has partnered with IntellectAI to enter the wealth management market through a deliberate, first-principles approach...

Thema, a portfolio expansion infrastructure platform for private equity investors, has raised $6.2m in combined funding. The raise comprises $4.5m in pre-seed capital led by...

fincite, which offers software to transform investment advice from onboarding to reporting, has received a ISO 27001 certification.  ISO 27001 is widely regarded as the...