Portfolio Systems

EXANTE Taps Alex Kishchuk as Trade Desk Lead
Lending & Investment EXANTE Taps Alex Kishchuk as Trade Desk Lead

A Strategic Appointment to Bolster Global Trading Operations As a global brokerage navigates the complexities of international expansion, the strength of its trading infrastructure becomes the ultimate linchpin for sustained success and client trust. In a decisive move to fortify its operational

Is Wealth Management Ready for Private Markets?
Lending & Investment Is Wealth Management Ready for Private Markets?

The relentless democratization of private markets has thrust a once-exclusive asset class into the portfolios of mainstream investors, yet the underlying operational systems within wealth management often remain stuck in a bygone era of spreadsheets and manual data entry. This growing disconnect

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

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