Portfolio Systems

How Will Scale and Tech Shape Wealth Management's Future?
Lending & Investment How Will Scale and Tech Shape Wealth Management's Future?

Imagine a financial landscape where the number of advisors is shrinking dramatically, while the wealth they manage skyrockets, driven by a historic generational transfer of assets. This is the reality facing the wealth management industry today, as it stands at a critical juncture shaped by seismic

Which Portfolio Management Software Suits Advisors Best?
Lending & Investment Which Portfolio Management Software Suits Advisors Best?

In the fast-paced realm of financial advisory, where client expectations soar and market dynamics shift by the minute, choosing the right portfolio management software can be a game-changer for advisors striving to deliver top-tier service while navigating an increasingly complex landscape. The

Multi-Tenant Investment Platform – Review
Lending & Investment Multi-Tenant Investment Platform – Review

Imagine a world where financial institutions, regardless of their size or location, can launch sophisticated investment services in just a matter of weeks, catering to a global clientele with diverse needs and expectations. This is no longer a distant vision but a reality shaped by cutting-edge

How Will SimCorp and Axyon AI Transform Investment Analytics?
Lending & Investment How Will SimCorp and Axyon AI Transform Investment Analytics?

What if a single tool could predict market shifts with pinpoint accuracy, seamlessly integrated into the daily grind of investment management? In today’s fast-paced financial landscape, where every decision can make or break a portfolio, such innovation is no longer a distant dream. The

Bitcoin and Gold Vie for Hard Money Dominance in 2025
Lending & Investment Bitcoin and Gold Vie for Hard Money Dominance in 2025

In a financial landscape increasingly shaped by macroeconomic uncertainty, the competition between Bitcoin and gold as premier hard money assets has captured the attention of investors worldwide, highlighting a critical shift in how value is perceived and preserved. With fiat currencies under

Do ESG Raters Skew Ratings with Index Fund Conflicts?
Lending & Investment Do ESG Raters Skew Ratings with Index Fund Conflicts?

The explosive growth of environmental, social, and governance (ESG) investing has reshaped the financial landscape, with over $35 trillion in assets under management as of recent estimates, and projections indicating it could account for a quarter of all professionally managed assets by 2030. These

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