Tag: portfolio management

US investors continue to hold vast and growing portfolios of foreign equities, with international diversification remaining a cornerstone of institutional investment strategy. Yet almost...

Key views on Impact of automation and AI across asset management functions: Acuity Analytics surveyed around 80 senior asset management representatives across the Americas,...

Pave Finance, the AI-powered portfolio management platform built for financial advisors, has closed a Series A funding round worth more than $15m, surpassing its...

Wealth managers are being pushed toward a modernisation reckoning. Instant settlement is becoming the norm just as automation demands stronger data governance, while rules...

NeoXam, a global provider of software solutions spanning data management, investment accounting, portfolio management, valuation, reporting and reconciliation, has been chosen by CAM Group,...

Financial professionals today are not short of information. Breaking news, earnings releases, regulatory filings, research reports and alternative data all compete for attention. According to...

Itoflow, the London-based AI platform helping professional investment teams scale portfolio research and management, has secured $2.5m in pre-seed funding. The round was led by...

Key global WealthTech investments stats in Q2 2026: Global WealthTech investments fell 62% QoQ in Q2 Deals over $100m dropped 87% as investors prioritised...

TradePMR by Robinhood, a provider of custody and technology for growth-focused registered investment advisers, has integrated with WealthTech platform Artha to bring AI-driven portfolio...

Key global WealthTech investment stats in H1 2026: Global WealthTech deal activity grew 21% YoY US companies secured over half of all deals in...