08/28/2025
iCapital’s technology now enables streamlined access to Pantheon’s Global Credit Secondaries strategies, distributing evergreen private market solutions to wealth managers across Asia, Europe, the Middle East, and Latin America.
08/28/2025
Citi Wealth has deployed two artificial intelligence platforms designed to accelerate client communications and streamline adviser workflows across its global operations.
08/26/2025
All investing involves risk including the possible loss of principal.
08/22/2025
By combining different types of artificial intelligence, wealth managers can deliver a personalised service to today’s younger, affluent clients
08/20/2025
The launch comes as family offices in Asia Pacific grapple with rising operational expenses and growing demands for technology platforms
08/19/2025
Capturing the rapid tides of crypto and global markets in July
08/18/2025
It is aimed at investors who are afraid of missing out, as well as those who fear a Bitcoin setback.
08/15/2025
The start-up plans to carry out its first fundraising round in September valued at £3 million pre-money.
08/14/2025
Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan
08/12/2025
The partnership will give Mission Wealth advisors a highly personalized platform to engage clients in real-time
08/07/2025
InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows
08/07/2025
The majority investment marks the start of a new phase of growth for Objectway
08/06/2025
The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.
08/06/2025
Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking.
08/01/2025
Turnkey Operational Platform Supports Multiple Investment Vehicles, Powers Growth for Investment Managers
08/01/2025
CEO and Co-Founder Dr. Dan Rosen explains how d1g1t is transforming wealth management using AI and data to deliver personalized solutions.
07/31/2025
Two industry powerhouses will work together to advance development and implementation of AI technologies
07/31/2025
The Avaloq platform now serves as the core wealth management system for BIBDS’ Islamic investment offerings and brokerage services.
07/30/2025
A key component of Axia’s value proposition is the Digital Investments Hub
07/29/2025
SunTec says its tech will enable Investec to automate its pricing and billing processes for business banking clients and boost the efficiency of collections and charge recovery.