ETD’s new reference data chatbot has launched, mitigating the risk of errors and providing wider, fast access to ETD’s reference data and Symbology
Identify high ESG risks or positive impact coverage of your entire portfolio in over 100 languages by tracking mentions across 20 billion articles (and growing).
Do you want to know what it takes to be a future winner in the SIPP market? And how the SIPP evolved to become the leading vehicle for the mass adoption of private retirement savings & income? Anton Padmasiri, WealthOS Founder/CEO and pensions geek at heart, takes us through the evolution of the SIPP.
A quick look at the ‘why’s of movie rental company Blockbuster’s demise, and what the corporate banking industry could learn from it. Oneiro’s CEO Chris Papathanassi explores how the cultural mindset within the industry could be holding itself back from innovation and growth.
ZEDRA, an international provider of corporate and global expansion, active wealth, Pensions & Incentives and Fund solutions, today announces its partnership with Clausematch
Post-Brexit reforms: The FSM Bill broadens UK regulators’ remit as we see them taking on more responsibility.
The WealthOS platform is being released as a sandbox – an environment where established financial services providers and startups alike can experiment with building and innovating digital wealth management solutions, such as digital investment and retirement applications.
Jacobi has secured USD $10m Series A Funding led by QIC. Funding will support the development of the Jacobi platform and the continued growth of its investment management clientele globally.
Minotore Digital Platform relies on a single administration console to manage easily different modules : Corporate Websites, Product/ Funds pages (with financial data updates), Factsheets Generator, Digital Wallet, Investor Portal, Product videos…
Increased reporting and better oversight require Principals and Appointed Representatives to sit up and take note.
Cutting NFRM risk control analysis cut by 8 months
FINBOURNE Technology announces a new partnership with global Diversity, Equity, & Inclusion (DEI) data & scoring provider, Denominator. The partnership aims to closely support the global Buy Side, as it responds to increasing demands for DEI transparency, amid a new generation of value-based investors.
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