Portfolio Systems

How Can a TAMP Simplify Operations for Financial Advisors?
Lending & Investment How Can a TAMP Simplify Operations for Financial Advisors?

fiIndependent financial advisors face a myriad of challenges in their daily operations. From managing compliance and client relations to delivering advanced investment solutions, the workload can be overwhelming. Leveraging a Turnkey Asset Management Platform (TAMP) can significantly streamline

How Is Dell Enhancing Cyber Resilience for Backup Systems?
Lending & Investment How Is Dell Enhancing Cyber Resilience for Backup Systems?

With the escalating frequency and sophistication of cyberattacks, organizations are prioritizing the need to safeguard their backup systems, often considered a last line of defense against data breaches. Dell Technologies Inc. has responded robustly to this need by expanding its managed detection

Are You Overlooking Risk Correlations In Your Investment Portfolio?
Lending & Investment Are You Overlooking Risk Correlations In Your Investment Portfolio?

Investors often focus on traditional risk assessments when evaluating their investment portfolios, primarily concentrating on individual stocks, bonds, and options. However, they frequently overlook a significant yet subtle factor: the correlation of risks across different market asset classes.

Bank of Valletta Enhances Investment Services with Axia Suite Integration
Lending & Investment Bank of Valletta Enhances Investment Services with Axia Suite Integration

Bank of Valletta (BOV), Malta’s oldest and largest financial institution, is making significant strides in enhancing its portfolio management and investment services operations. By partnering with Profile Software, a Greece-based vendor, BOV aims to amplify its investment services using the Axia

Bank of America's AI and ML Patent Growth Signals Technological Leadership
Lending & Investment Bank of America's AI and ML Patent Growth Signals Technological Leadership

Bank of America's significant advancements in artificial intelligence (AI) and machine learning (ML) within the financial services sector spotlight its technological leadership, evidenced by a 94% increase in its AI and ML patent portfolio since 2022. With 1,100 patents and applications, over 500

Japan FinTech Observer: Digital Innovation and Green Finance Trends
Lending & Investment Japan FinTech Observer: Digital Innovation and Green Finance Trends

Japan's financial technology sector is undergoing a profound transformation, intertwining digital innovation with an increasing focus on green finance. The 80th edition of the Japan FinTech Observer, authored by Norbert Gehrke, sheds light on these developments, highlighting strategic alliances,

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