Tag: portfolio management

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...

Pave Finance, a next-generation wealth management platform, has announced a new integration with Fidelity, one of the world’s largest registered investment advisory custodians and...

Key UK WealthTech investment stats in 2025: UK WealthTech funding grew by 6% in 2025 Deals over $100m increased by 31% YoY as investors...

fincite has made its cios platform available in the Microsoft Azure Marketplace, marking a further step in the company’s push to simplify digital wealth...

As Europe begins 2026, the wealth management sector is facing a decisive moment. Persistent market volatility, intensifying regulatory scrutiny and rapidly rising expectations around digital sophistication are reshaping how asset managers operate.

A wealth advisor reviewing a client’s portfolio might now be alerted to a significant liquidity event timed around their child’s graduation. This is the kind...

Pave Finance, a New York-based next-generation WealthTech company specialising in portfolio automation and personalisation tools for investment advisors, has announced a major integration with...