Portfolio Systems

How Are iCapital and Apollo Expanding Alternative Investments?
Lending & Investment How Are iCapital and Apollo Expanding Alternative Investments?

What if the elite realm of private market investments, once a fortress for institutional giants, became accessible to everyday wealth investors? This transformative idea is no longer a distant dream but a tangible reality in 2025, thanks to a groundbreaking partnership between iCapital and Apollo.

TD Asset Management Announces August ETF Cash Distributions
Lending & Investment TD Asset Management Announces August ETF Cash Distributions

In a financial landscape where investors continuously seek reliable income streams and diversified portfolios, the latest announcement from TD Asset Management Inc. (TDAM) regarding cash distributions for its range of TD Exchange-Traded Funds (ETFs) stands out as a significant development. This

FNZ Advisor AI – Review
Lending & Investment FNZ Advisor AI – Review

Imagine a world where financial advisors can anticipate a client's needs before they even articulate them, where regulatory hurdles are navigated with ease, and where administrative burdens are a relic of the past. This is the promise of artificial intelligence in wealth management, a sector

How Are WealthTech and PropTech Revolutionizing Investing?
Lending & Investment How Are WealthTech and PropTech Revolutionizing Investing?

In an era where financial empowerment is becoming a tangible reality for millions, two dynamic sectors—WealthTech and PropTech—are leading a profound transformation in the investment landscape. WealthTech, short for Wealth Technology, encompasses digital platforms that bring advanced financial

Self-Service Investment Tools – Review
Lending & Investment Self-Service Investment Tools – Review

Imagine a world where managing personal investments is as intuitive as streaming a favorite show, accessible to anyone with a smartphone and a dollar to spare. This is no longer a distant vision but a reality shaped by self-service investment tools, a transformative force in wealth management.

UK Autumn Budget Sparks Pension and WealthTech Concerns
Lending & Investment UK Autumn Budget Sparks Pension and WealthTech Concerns

The UK Autumn Budget is on the horizon, casting a long shadow over the nation’s financial landscape with growing unease about its potential repercussions for pensions and the WealthTech industry. With Chancellor Rachel Reeves confronting a daunting $46.7 billion deficit in public finances, whispers

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