Portfolio Systems

Goals-Based Planning Boosts AuM Growth by 15% in Wealth Management
Lending & Investment Goals-Based Planning Boosts AuM Growth by 15% in Wealth Management

Welcome to an insightful conversation with Kofi Ndaikate, a seasoned expert in the dynamic world of Fintech. With a deep understanding of wealth management, blockchain, cryptocurrency, and regulatory landscapes, Kofi has been at the forefront of innovative financial strategies. Today, we dive into

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

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