Portfolio Systems

Truity Partners with InvestiFi for Digital Investing
Lending & Investment Truity Partners with InvestiFi for Digital Investing

The journey from a simple checking account to a diversified investment portfolio has historically involved navigating separate platforms, disjointed user experiences, and a sense of financial fragmentation, but Truity Credit Union is changing that. Recognizing this challenge, Truity has announced a

Embedded Investment Platforms – Review
Lending & Investment Embedded Investment Platforms – Review

The traditional boundaries separating everyday banking from sophisticated investment management are rapidly dissolving, fundamentally reshaping how consumers interact with their finances through integrated digital experiences. Embedded investment platforms represent a significant advancement in the

Meld Raises $7M to Bridge the Fiat-to-Stablecoin Gap
Lending & Investment Meld Raises $7M to Bridge the Fiat-to-Stablecoin Gap

A Strategic Investment to Power the Next Wave of Digital Asset Adoption In a significant move to streamline the integration of digital assets into the global economy, infrastructure provider Meld has successfully closed a $7 million strategic funding round. Led by Lightspeed Faction with notable

UK WealthTech Funding Rises Amid Sharp Deal Decline
Lending & Investment UK WealthTech Funding Rises Amid Sharp Deal Decline

The UK's WealthTech sector presented a study in contrasts last year, as a modest rise in total investment capital masked a dramatic and telling contraction in deal-making activity that signaled a profound shift in investor strategy. While the headline figure showed a 6% year-over-year increase in

Buy-Side Firms Rapidly Adopt AI for Competitive Edge
Lending & Investment Buy-Side Firms Rapidly Adopt AI for Competitive Edge

What was once a distant technological frontier for the investment world has now become the central battleground for market leadership, as an overwhelming majority of buy-side firms are now actively deploying artificial intelligence in their core operations. The industry is witnessing a profound

Is Alpaca Building the Stripe for Global Investing?
Lending & Investment Is Alpaca Building the Stripe for Global Investing?

In a financial technology landscape where building investment products often requires navigating a fragmented and costly maze of legacy systems, one company is quietly laying the foundational "plumbing" for a new global era of accessible investing. Fresh off a significant capital raise and armed

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