Tag: portfolio management

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...

Key views on AI use case adoption across traditional FIs and FinTechs: The Cambridge Centre for Alternative Finance surveyed 203 FinTechs and 149 traditional...

The US Securities and Exchange Commission’s Division of Examinations has begun requesting information from financial firms about their use of artificial intelligence, according to...

Key US WealthTech investment stats in Q2 2026: US WealthTech investment halved YoY in Q2 2026 Deals over $100m dropped by 65% as investors...