News and Articles
News, ideas and views from our FinTech and investment management community.
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Jacobi Jacobi launches the Investment Management Harness, a governed path from AI prototype to production
Jacobi Strategies announces the launch of the Jacobi Investment Management Harness (the “Harness”), giving institutional investment teams a governed route from proprietary AI prototype to ...
FundGuard The AI Divide in Investment Accounting: Why Architecture Matters
FundGuard whitepaper explores how asset managers, asset servicers and asset owners can implement AI on a trusted accounting foundation.
Ruleguard Ruleguard Explores the Mills Review
The Mills Review signals AI as a board-level regulatory issue; firms should strengthen governance, accountability, resilience and consumer protections before expectations evolve.
Jacobi The AI Race in Investment Management: The Hidden Problem
The biggest bottleneck in the investment management AI race isn't a lack of good ideas. It's how to move a prototype from a sandbox to ...
Ruleguard Ruleguard Launches the Continuous Assurance Platform
A step forward in Ruleguard's commitment to helping firms strengthen governance, risk and compliance through continuous assurance.
Ruleguard FCA sharpens expectations for SIPP governance
FCA CP26/20 raises expectations for SIPPs, requiring stronger due diligence, asset protection, governance, evidence and technology-enabled compliance oversight.
DataSync Data Platforms Should Continuously Adapt
DataSync is an AI operating system for data projects. Rather than starting every conversation from scratch, it builds a living understanding of your organisation and ...
Ruleguard Why Data Accuracy & Consumer Outcomes Now Define Compliance
Learn which areas firms are likely to face increased scrutiny, and the risks of weak controls, fragmented data and poor escalation processes.
Ruleguard Transition to T+1 Settlement in the UK & EU
The article highlights the impact and key challenges for asset managers, investment banks, custodians and wealth managers.
Trendrating A Strategic Look At The Future Of Portfolio Management
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 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.
