Tag: velexa

Modern digital trading tools have transformed the wealth and asset management sector, but what features differentiate the good from bad? To help guide firms, FinTech...

Zoyo, a FinTech firm recently listed on the London Stock Exchange, has announced a strategic partnership with Velexa to develop its new digital securities...

Velexa has joined forces with CSB Investors Group to roll out a multi-tenant enterprise investment platform now operating across four jurisdictions: the UK, Malta, Mauritius, and the Cook Islands.

Ajyad Capital has announced a strategic partnership with Ratings Intelligence to enhance its forthcoming fully digital trading platform, developed in collaboration with WealthTech provider Velexa.

Self-service investment tools are becoming a core pillar of wealth management, with it serving as an important entry point for many, according to Tamara Kostova, Founder and CEO of WealthTech company Velexa.

Firms across the wealth and asset management sector continue to digitise their operations. A core area to update is digital trading tools.  

Why Data Matters More Than Ever Data is invaluable to wealth management. Data is a powerful resource that when used effectively can help a firm...

WealthTech has transformed the modern world of investing. No longer is wealth management locked off to the wealthy. Tools are now available that can support investors at whatever life stage they are in and build portfolios that can support their financial situation and plan for the future.

Data is a core aspect of wealth management and the latest advancements in technology are helping firms to improve their usage of data. Not only is this enabling them to become more efficient, but it is also improving the output of their advisors.

Just a few years ago, Environmental Social, and Governance (ESG) had a spike in hype and many investors and firms started to explore opportunities in the space. However, sentiment might be changing, particularly as new governments show scepticism towards space. How will this impact the future of the sector in 2025?