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Orbit Financial Orbit Launches Agent Builder, a Major Industry Leap Forward in AI Investment Research
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.
FundGuard From Edinburgh: What Asset Management Leaders Are Saying About Modernization, Data and AI
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 ...
FundGuard Roundtable in Edinburgh: Investment Accounting Under Pressure (13 May)
Roundtable in Edinburgh: Investment Accounting Under Pressure (13 May). Join us for a candid discussion.
Conquest Planning 2 Million Financial Plans created
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 Conquest Planning is a WealthTech100 Company
For the second consecutive year, Conquest has been named to the FinTech Global WealthTech100 list.
FundGuard Rethinking Risk and Oversight: IA in the Age of AI
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 ...
Reseo Redesigning Onboarding in the Age of Financial Crime
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 ...
Reseo Financial Crime Goes Global: How Europe Is Fighting Back
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 Jacobi Launches Suite of AI-Assisted Coding Resources to Accelerate Custom Investment Technology Development
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 Tokenovate joins Bank of England Synchronisation Lab
Tokenovate, a UK-based fintech delivering post-trade lifecycle automation and digital settlement solutions, is participating in the Bank of England’s Synchronisation Lab.
equitably.ai Australian Marketing Institute and equitably.ai Partner to Elevate AI Marketing Skills, Capabilities and Standards Across Australia
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 Trendrating’s 2025 Track Record
Over 300 institutions have successfully leveraged Trendrating's wide performance dispersion across stocks, guided by our timely alerts, as illustrated in the accompanying charts.
Conquest Planning The FCA’s “Targeted Support” framework marks a “Once-in-a-Generation” opportunity to deliver scalable advice to all
Technology is the real driver here. The FCA highlights how digital platforms, especially those powered by AI, can scale guidance quickly and cost-effectively. In short, ...
Conquest Planning A client is rolling out Conquest Planning’s enterprise technology platform nationally
“Our biggest bet is on financial planning being the core of our value proposition,” said Scott Sullivan, Principal, Canadian Business Segment Leader at Edward Jones.
Reseo Digitalisation is the new era: Are industries keeping up to transform corporate client onboarding?
Are we really keeping up with the key trends in the investment management industry? Costs are increasing, and there are significant changes to innovation in ...
