Portfolio Systems

UK Leads as European WealthTech Faces Q3 2025 Downturn
Lending & Investment UK Leads as European WealthTech Faces Q3 2025 Downturn

In the ever-evolving landscape of financial technology, the European WealthTech sector has hit a significant rough patch this third quarter, with deal activity and funding taking a sharp nosedive across the region. This downturn paints a challenging picture for startups and established firms alike,

Is AI in PPM Moving Faster Than Organizational Readiness?
Lending & Investment Is AI in PPM Moving Faster Than Organizational Readiness?

The landscape of Project and Portfolio Management (PPM) is undergoing a seismic shift as Artificial Intelligence (AI) surges to the forefront, promising to redefine how professionals manage complex workloads and strategic priorities. A recent comprehensive report surveying over 1,600 PPM experts

State Street Acquires PriceStats for Real-Time Data Boost
Trends & Innovation State Street Acquires PriceStats for Real-Time Data Boost

Setting the Context: Real-Time Data as a Financial Imperative In an era where economic tides can turn in mere hours, the financial sector is racing to harness real-time data for sharper decision-making, and State Street, a heavyweight in investment management with $5.4 trillion in assets under its

How Does FE Fundinfo's Contengo Acquisition Boost Fintech?
Trends & Innovation How Does FE Fundinfo's Contengo Acquisition Boost Fintech?

I'm thrilled to sit down with Kofi Ndaikate, a leading voice in the fintech industry with deep expertise in blockchain, cryptocurrency, regulation, and policy. Today, we’re diving into the recent acquisition of Contengo by FE fundinfo, a move that promises to reshape data analytics and personalized

Charles Schwab Acquires Forge Global for $660M Expansion
Lending & Investment Charles Schwab Acquires Forge Global for $660M Expansion

In a financial landscape where access to private markets has long been a privilege of institutional giants and high-net-worth individuals, a groundbreaking development has emerged to challenge the status quo. Charles Schwab, a titan in the financial services industry with over $11.6 trillion in

How Is Arta AI Revolutionizing Global Wealth Management?
Trends & Innovation How Is Arta AI Revolutionizing Global Wealth Management?

As the fintech landscape continues to evolve at a breakneck pace, few have captured the intersection of artificial intelligence and wealth management as effectively as Arta AI. Today, we’re thrilled to sit down with Kofi Ndaikate, a seasoned expert in the fintech arena, whose deep knowledge spans

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