Tag: portfolio management

Investment and risk teams are drowning in information, yet still making decisions without it. The problem is not access to news. It is the structural...

Key European WealthTech investment stats in Q1 2026: European WealthTech funding dropped by 18% YoY in Q1 Average deal value dropped by 42% to...

Key Global WealthTech investment stats in Q1 2026: Global WealthTech deal activity rose 46% YoY If investment pace continues deal activity is set to...

EXANTE has launched Allocator, a new module within its desktop trading platform designed to let asset managers replicate investment strategies across multiple client accounts...

Private banking chief information officers are sitting on an uncomfortable truth: if your core platform was built five to seven years ago, you are...

Key US WealthTech investment stats in Q1 2026: US WealthTech funding surged by 95% YoY in Q1 Funding surge was fuelled by 2.6x growth...

Vestmark, a WealthTech firm and provider of wealth management technology and services, has unveiled Vestmark Pulse, an AI intelligence solution designed to give wealth...

Understanding who is truly driving market activity has remained one of the most persistent challenges in financial markets. Traditional indicators and regulatory disclosures have...

The financial advice industry has spent a decade asking the wrong question. According to analysis from Kidbrooke, the debate over whether automated systems will...

WealthTech firm fincite says artificial intelligence could support up to 70% of advisory tasks by 2030 and is positioning its CIOS platform as the...