Portfolio Systems

Will a Ticker Change Affect Your CIBC ETF?
Lending & Investment Will a Ticker Change Affect Your CIBC ETF?

In the fast-paced world of financial markets, even a seemingly minor administrative change can cause a ripple of concern among investors who meticulously track their portfolios. CIBC Asset Management Inc. (CAMI), the investment management arm of the Canadian Imperial Bank of Commerce, has recently

Review of Revolut Kids & Teens
Lending & Investment Review of Revolut Kids & Teens

Is Revolut's Youth Account a Smart Move for Your Family? Navigating the transition from piggy banks to digital payments presents a significant challenge for modern parents aiming to instill sound financial habits in their children. This review examines whether the Revolut Kids & Teens platform is a

Can Sage Solve Crypto's Fragmentation Problem?
Lending & Investment Can Sage Solve Crypto's Fragmentation Problem?

The institutional digital asset landscape has long been a complex tapestry of disconnected platforms, siloed liquidity pools, and cumbersome operational workflows, creating significant barriers to entry and efficiency for large-scale financial players. This fragmentation forces firms to navigate a

Canada's Wealth Firms Face an AI Reality Check
Lending & Investment Canada's Wealth Firms Face an AI Reality Check

A profound disconnect is rapidly emerging within Canada’s wealth management sector, creating a chasm between the optimistic narrative of an artificial intelligence revolution and the much more complicated on-the-ground reality. Despite significant investment and enthusiastic strategic focus from

Can Ripple's New Banking Deal Ignite XRP's Price?
Lending & Investment Can Ripple's New Banking Deal Ignite XRP's Price?

A landmark collaboration is set to embed blockchain technology deep within the traditional financial system, potentially reshaping how trillions of dollars are managed across millions of bank accounts globally. Ripple has initiated a significant partnership with DXC Technology, a major player in

Why Did EFE Choose Orion for Its Tech Stack?
Lending & Investment Why Did EFE Choose Orion for Its Tech Stack?

In a significant move that signals a deeper industry-wide shift toward integrated technology, Edelman Financial Engines, one of the nation's largest independent wealth planning and advisory firms, has finalized a strategic partnership with wealthtech provider Orion. This collaboration places

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