Software

In a significant move that signals a deeper industry-wide shift toward integrated technology, Edelman Financial Engines, one of the nation's largest independent wealth planning and advisory firms, has finalized a strategic partnership with wealthtech provider Orion. This collaboration places

In a landscape where the technology sector is grappling with widespread margin pressures and economic uncertainty, Oracle Financial Services Software Limited has delivered a financial report that not only defies the prevailing trends but also sets a new benchmark for performance within its

The rapid integration of artificial intelligence into the wealth management sector has promised a future of hyper-personalized financial guidance, yet many users find themselves interacting with platforms that feel strangely disconnected and unhelpful. Despite their immense computational power,

Executing a core banking data migration following a major bank merger is one of the most high-stakes operations in the financial technology landscape, where even the smallest error can trigger cascading operational failures and erode customer trust. When United Bank Limited (UBL) undertook the

The journey from a simple checking account to a diversified investment portfolio has historically involved navigating separate platforms, disjointed user experiences, and a sense of financial fragmentation, but Truity Credit Union is changing that. Recognizing this challenge, Truity has announced a

The traditional boundaries separating everyday banking from sophisticated investment management are rapidly dissolving, fundamentally reshaping how consumers interact with their finances through integrated digital experiences. Embedded investment platforms represent a significant advancement in the