Tag: WealthTech

The UK's alternative investment fund regime is heading for its biggest shake-up since AIFMD was first transposed into domestic law in 2013, after the...

Alkami Technology, a digital sales and service platform provider for financial institutions in the US, has partnered with Strata Credit Union, a full-service community...

Aisot Technologies AG, the Zurich-headquartered, ETH Zurich spin-off building AI-driven portfolio intelligence tools for institutional investors, has wrapped up a CHF2m extension to its...

Key global WealthTech investment stats in H1 2026: Global WealthTech deal activity grew 21% YoY US companies secured over half of all deals in...

Few wealthy clients keep their fortune with a single bank. Assets are typically spread across several custodians, multiple bank accounts, property and alternative investments....

True Potential, a leading UK wealth management firm, has connected to Origo's Integration Hub, a widely used industry network linking more than 65 organisations...

FE fundinfo, a fund data and technology provider serving the financial advice market, has confirmed it is stepping up investment in Nexus for Financial...

Financial institutions are under growing pressure to do more than simply flag suspicious activity. Regulators now expect firms to prove, document and defend every...

Legacy voice recording platforms rarely draw attention until a regulator comes knocking. In regulated firms, ageing recorders, orphaned metadata and forgotten codecs sit quietly...

Vestmark, a leading provider of wealth management technology and services, has been named by Vanguard to support Vanguard Custom Model Portfolios, a new offering...