Tag: Portfolio Optimisation

Capitolis, a FinTech focused on capital markets infrastructure, has announced the close of a $56m funding round supported by both strategic bank investors and...

Artificial intelligence is fast becoming the backbone of modern wealth management, helping financial advisors and relationship managers balance personal touch with powerful data-driven insights. Tasks...

Many asset managers remain shackled by outdated systems, despite rising client expectations and stricter regulatory frameworks.

bfinance is leveraging the power of GLASS, a dynamic financial analysis tool powered by Ortec Finance, to optimise strategic asset allocations and enhance the investment outcomes of its global client base.

The landscape of wealth management is undergoing a transformative shift, moving away from traditional robo-advisory to embrace a new, dynamic model known as "intelligent...

The wealth management industry is undergoing a major transformation, driven by technological innovation, evolving client expectations, and a growing affluent population. With the sector expected to reach $2.6trn by 2028, firms are under pressure to provide personalised financial solutions at scale.

Federato, an innovative InsurTech firm, introduced as the insurance industry's premier RiskOps underwriting platform, disclosed today a successful $25m Series B fundraising round.