The WealthOS platform is being released as a sandbox – an environment where established financial services providers and startups alike can experiment with building and innovating digital wealth management solutions, such as digital investment and retirement applications.
Jacobi has secured USD $10m Series A Funding led by QIC. Funding will support the development of the Jacobi platform and the continued growth of its investment management clientele globally.
Minotore Digital Platform relies on a single administration console to manage easily different modules : Corporate Websites, Product/ Funds pages (with financial data updates), Factsheets Generator, Digital Wallet, Investor Portal, Product videos…
Increased reporting and better oversight require Principals and Appointed Representatives to sit up and take note.
Cutting NFRM risk control analysis cut by 8 months
FINBOURNE Technology announces a new partnership with global Diversity, Equity, & Inclusion (DEI) data & scoring provider, Denominator. The partnership aims to closely support the global Buy Side, as it responds to increasing demands for DEI transparency, amid a new generation of value-based investors.
From the 1 September 2022, most trusts will need to be registered with the HMRC. There are few exceptions.
Tackling climate change: four key trends risk managers are facing
Are you developing an early stage FinTech business which is ready to take to the market and start raising investment? Then this programme is for you.
Errors happen everywhere. Is Excel worse for you than other technologies? And is it more expensive? The BoE remains unamused.
Acin is on a mission to pioneer the global standard in operational risk management.
Learn why a risk factor modeling approach is important and how Jacobi can help you with risk factor calibration
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