News and Articles

News, ideas and views from our FinTech and investment management community.

Any views and opinions expressed on this page are those of the respective authors and associated parties and do not necessarily reflect the official policy or position of the Investment Association or Engine, nor do they imply any recommendation, approval or endorsement of the content, the author or their associated parties.

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Fregnan article Wealth Dynamix

Compelling reasons to marry Client Lifecycle Management with digital signatures

Digital signatures is one of the most powerful and effective ways to cut time, cost and friction out of wealth management processes, throughout the client lifecycle.

Wealth Dynamix

Beyond onboarding: pitfalls and potential during a pandemic

How has the pandemic impacted the three vital phases of client lifecycle management (not only onboarding), and how can wealth managers respond?

Tech-Blog-1-photo.jpg Bond180

Ever wondered how you can better leverage your data to improve your investment edge? – Bond180

In this blog, we break down the barriers to empowering your data into three and touch briefly on the potential future state. We also briefly discuss how Bond180 is overcoming these barriers.

robots-and-holograms.png moneyinfo

The future of wealth management

In a world full of data and technology solutions, the conclusion remains that people will be time poor and need trusted advisers to make sense of all the information available.

insignis.png moneyinfo

moneyinfo and Insignis announce integration

moneyinfo, the client portal and mobile app provider for advisers and wealth managers, is now offering live access to active cash balances managed on the Insignis Cash Management platform.

iStock-1185651751-1 T-Scape

T-Scape to provide SRD II solution for leading European Wealth Manager

Working in collaboration with one of Europe’s leading wealth managers, the new application will support the processing requirements of Shareholder Identification Disclosure (SID)

Innovation-Image.jpg Bond180

Innovation in fixed income markets – The race is on.

The race is on for investors to innovate in fixed income markets amid increased competition. Fee compression, low returns on traditional assets, and passive alternatives are forcing change to maintain a competitive edge. Thankfully, many exciting initiatives are helping investment businesses get ahead of the curve.

Lark20200721-162549.png Orbit Sentiment

How Our China A Earning Call Transcript Dataset Helps with Investment Research

Orbit has launched its China A Earning Call Transcript dataset of the highest coverage and data quality

kevin-ku-w7ZyuGYNpRQ-unsplash.jpg FINBOURNE

How an API-first strategy for the investment industry reduces operational costs and opens up better access to data

Investment fund infrastructure has not typically been optimised for the rapid exchange of information, but rather for functionality around a narrow set of instruments, vendor services and third-party administrators.

esma-header-osk1usbao2qq0ny29xb0ahk60h6f50mt8ajn47vgeo Adoptech

ESMA Draft Guidelines on Outsourcing to Cloud Service Providers

A significant level of guidance on outsourcing is being published by National and International regulatory authorities as concern increases around the management of outsourcing risk. Following on from the IOSCO, FCA, EIOPA and EBA, ESMA has drafted guidelines.

iStock-664213702-1 FCA

FCA collaborate with City of London Corporation on a Digital Sandbox to support innovative firms that are tackling challenges caused by the coronavirus

Building on their approach to innovation, the FCA are collaborating with The City of London Corporation to pilot a ‘digital sandbox’. This new service will …

Website-blog.jpg Bond180

Bond180 completes strategic funding round

Bond180 completes strategic funding round involving follow-on investment from Cambridge Enterprise, the commercialisation arm of the University of Cambridge, alongside technology partners, strategic angels and venture investors.

. Coremont

LIBOR Reform: SOFR Discounting – Coremont

Most funds have an amalgam of cleared and uncleared product in their derivatives book, begging the question ‘Should I re-paper my CSAs to equally switch my uncleared derivatives discounting to SOFR, and, if so, when?’

Wealth Dynamix

COVID-19 renews impetus to fix legacy technology and get digital engagement right – Wealth Dynamix

What top 4 technological priorities should wealth managers focus on to accommodate the ‘new normal’ and get digital engagement right?

esma-header.jpg Adoptech

ESMA Draft Guidelines on Outsourcing to Cloud Service Providers***

A significant level of guidance on outsourcing is being published by National and International regulatory authorities as concern increases around the management of outsourcing risk. Following on from the IOSCO, FCA, EIOPA and EBA, ESMA has drafted guidelines. However, there are material differences that will create a challenge for dual-regulated firms.

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