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Why Data Accuracy & Consumer Outcomes Now Define Compliance
July 1, 2026
Learn which areas firms are likely to face increased scrutiny, and the risks of weak controls, fragmented data and poor escalation processes.
Transition to T+1 Settlement in the UK & EU
July 1, 2026
The article highlights the impact and key challenges for asset managers, investment banks, custodians and wealth managers.
A Strategic Look At The Future Of Portfolio Management
June 23, 2026
Over the years Trendrating developed innovative technology for an advanced discovery process, unveiling factual insights with a measurable impact on performance. The future of ...
Orbit Launches Agent Builder, a Major Industry Leap Forward in AI Investment Research
June 3, 2026
Award-winning institutional research platform enables asset managers, hedge funds, and quantitative teams to create self-service agents, each automatically exposed as an MCP endpoint.
From Edinburgh: What Asset Management Leaders Are Saying About Modernization, Data and AI
May 19, 2026
How do we build operating models that can actually keep up with the pace of change, when the data and provider ecosystem underneath them hasn’t ...
Roundtable in Edinburgh: Investment Accounting Under Pressure (13 May)
May 6, 2026
Roundtable in Edinburgh: Investment Accounting Under Pressure (13 May). Join us for a candid discussion.
2 Million Financial Plans created
April 13, 2026
The first plan created on the Conquest platform was by a customer still with us today. Now we’ve crossed 2 MILLION plans!
Conquest Planning is a WealthTech100 Company
April 13, 2026
For the second consecutive year, Conquest has been named to the FinTech Global WealthTech100 list.
Rethinking Risk and Oversight: IA in the Age of AI
April 7, 2026
AI has quickly become what some might say is an overused label in financial technology. Yet behind the marketing noise, there’s meaningful progress taking place ...
Redesigning Onboarding in the Age of Financial Crime
March 9, 2026
This article looks at how rising expectations are reshaping investor experience, why onboarding is now a competitive differentiator, and how firms can rethink their operating ...
Financial Crime Goes Global: How Europe Is Fighting Back
March 2, 2026
Financial crime is going global — and so is the regulatory response. In our latest “State of the Art” podcast, host Pierre-Yves Rahari speaks with ...
Jacobi Launches Suite of AI-Assisted Coding Resources to Accelerate Custom Investment Technology Development
February 26, 2026
Jacobi Strategies (Jacobi), a global leader in investment technology, today announced the launch of its AI-Assisted Coding Resources, a powerful new suite of tools designed ...
Tokenovate joins Bank of England Synchronisation Lab
February 10, 2026
Tokenovate, a UK-based fintech delivering post-trade lifecycle automation and digital settlement solutions, is participating in the Bank of England’s Synchronisation Lab.
Australian Marketing Institute and equitably.ai Partner to Elevate AI Marketing Skills, Capabilities and Standards Across Australia
December 16, 2025
The collaboration will embed quality and consistency into the way AI marketing skills and capabilities are developed, enabling companies to improve ROI from learning and ...
Trendrating’s 2025 Track Record
December 15, 2025
Over 300 institutions have successfully leveraged Trendrating's wide performance dispersion across stocks, guided by our timely alerts, as illustrated in the accompanying charts.