Tag: portfolio management

In an evolving financial landscape, institutions require powerful tools to manage complex structures efficiently. Financial planning software has become a critical asset for banks, asset managers, and financial advisors, enabling them to refine strategies, automate workflows, and deliver data-driven investment insights to their clients.

Streetbeat, an AI-driven wealth management platform, has secured an investment from 3Lines Venture Capital’s Orbit Fund.

In the fast-evolving WealthTech landscape, innovation often takes centre stage, but understanding what remains constant can provide valuable insights into the industry's direction.

Aladdin Wealth, BlackRock's wealth management platform, has announced a collaboration with Zurich-based FinTech Investment Navigator to enhance its cross-border compliance and product suitability capabilities.

Trading and investment platform eToro has introduced a suite of innovative portfolio tools designed to give users enhanced insights into their investments.

Broadridge Financial Solutions, Inc., a global leader in FinTech solutions, has partnered with Pemberton Capital Advisors LLP, a prominent European private credit manager.

The wealth management industry is experiencing a significant transformation, driven by advancements in artificial intelligence (AI).

The initial stages of financial planning often receive significant focus in both digital and traditional advisory services. However, once a prospect becomes a client, ongoing engagement tends to diminish. This lack of interaction can leave clients feeling disconnected, resulting in missed opportunities for both the client and the wealth manager.

QPLIX, a WealthTech company specialising in wealth management software for family offices and private banks, has received a significant investment from tech-focused firm Partech via its Growth Fund.

In today’s rapidly shifting financial landscape, it’s critical for investment advisors to fully understand their clients’ investments in digital assets.