What’s in it for you?
Our six-month Innovator programme supports, mentors and showcases technology solutions for the investment management sector.
Innovators and alumni
Goals-based planning is fast-becoming a competitive differentiator for wealth managers. So, what are the pitfalls for relationship managers who lack visibility of a client’s goals, on a day-to-day basis?
With data in place there are no technological reasons to restrict the analysis and insight needed to ensure AUM growth, and emotionally connect with clients for the long term.
The European Single Electronic Format (ESEF) is the electronic reporting format in which issuers on EU regulated markets must prepare their annual financial reports from 1 January 2020.
The ESEF should apply to annual financial reports containing financial statements for financial years beginning on or after 1 January 2020. The ESEF mandate applies to all issuers who fall under the Transparency Directive.
Upcoming TechTalks, briefings and showcase events at Engine.
Joining forces with international
FinTech and investment centres
We’ve joined forces with leading investment managers and professional services firms to give FinTech firms exceptional support and connections
Become an IA FinTech Member
and see where it takes you.