Portfolio Systems

FE Fundinfo Unveils Nexus AI to Transform Investment Workflows
Lending & Investment FE Fundinfo Unveils Nexus AI to Transform Investment Workflows

What if the daily grind of investment professionals could be cut in half with a single, intelligent tool? Picture asset managers and financial advisers drowning in data, compliance checks, and endless paperwork, only to find a solution that automates the chaos and sharpens their focus on what truly

How Is Voya's WealthPath Transforming Wealth Management?
Lending & Investment How Is Voya's WealthPath Transforming Wealth Management?

I'm thrilled to sit down with Kofi Ndaikate, a seasoned expert in the fintech landscape, whose deep knowledge of blockchain, cryptocurrency, and regulatory frameworks has made him a sought-after voice in the industry. Today, we’re diving into Voya Financial’s latest innovation, WealthPath, a

Investors Battle to Lead Fiserv Stock Lawsuit over Losses
Digital Banking & Payments Investors Battle to Lead Fiserv Stock Lawsuit over Losses

In a dramatic clash within the financial sector, a group of investors is locked in a heated contest to spearhead a class-action lawsuit against Fiserv, a leading payment processing company headquartered in Milwaukee, Wisconsin. Allegations of deceptive practices and misleading statements tied to

How Is Custody Tech Transforming Wealth Management?
Lending & Investment How Is Custody Tech Transforming Wealth Management?

In the fast-paced realm of wealth management, a quiet revolution is underway as custody technology evolves from a mere operational function to a pivotal force reshaping the industry, often compared to the unseen yet essential “Intel Inside” of advisory firms. Custody services handle critical tasks

What Does Comerica's $10.9B Merger Mean for Banking?
Digital Banking & Payments What Does Comerica's $10.9B Merger Mean for Banking?

In a transformative move shaking up the financial sector, Comerica Bank and Fifth Third Bancorp have announced a monumental $10.9 billion all-stock merger, positioning the combined entity as the ninth-largest bank in the U.S. with an impressive $288 billion in assets. Slated to finalize in the

Key Factors in Choosing Trading APIs for Wealth Management
Lending & Investment Key Factors in Choosing Trading APIs for Wealth Management

In the rapidly shifting landscape of wealth management, where precision and speed define success, the integration of modern trading APIs has emerged as a transformative force for firms aiming to maintain a competitive edge. These digital tools are reshaping how wealth managers operate, enabling

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