Tag: WealthTech

ETFBOOK, the Zürich-headquartered ETF data and analytics platform, has closed a $13m funding round to take its offering beyond its established European base. The company...

Amplify Technology, the AI-native RIA growth platform built on data lake architecture, has rolled out a fresh set of platform enhancements spanning risk documentation,...

Quartz, a UK-based wealth platform that brings together everything a person owns and pairs it with an AI assistant to deliver personalised financial guidance,...

US investors continue to hold vast and growing portfolios of foreign equities, with international diversification remaining a cornerstone of institutional investment strategy. Yet almost...

Key views on Impact of automation and AI across asset management functions: Acuity Analytics surveyed around 80 senior asset management representatives across the Americas,...

Monzo, the digital bank known for its app-based current accounts, savings tools and lending products, has introduced Monzo Aura, a new credit card that...

Marloo, the artificial intelligence platform built exclusively for financial advisers, has introduced Ask Marloo, a new capability now available to all of the firm's...

WealthTech has helped provide greater access to the world of investing, enabling retail investors to build their own portfolios. However, now the public market...

Fixed income markets are shifting away from the end-of-day pricing model that has underpinned valuation for decades, according to LSEG Data & Analytics, as...

Private market allocations have moved from the fringes of institutional portfolios to their core, yet many performance measurement frameworks still treat them as an...