10/31/2024
The new features, which are readily available out-of-the-box via the Devexa widget, include historical performance charts, asset allocation views, and market value tracking, all with flexible time filtering.
10/30/2024
Citi will use Google Cloud's Vertex AI platform to deliver generative AI capabilities across the company
10/30/2024
SEIGPT Boosts Productivity and Efficiency for SEI and Clients
10/30/2024
Lawrence Calcano, chairman and CEO of iCapital, emphasized how its newest partnership with AltExchange can help clients collect, extract, and organize their data more efficiently.
10/29/2024
New solution expands FusionIQ's portfolio of easy-to-implement products, bridging the gap between payments and wealth management.
10/29/2024
Global wealth manager with $2B in US AUM will utilize Amplify to enable the next generation of tech-forward advisors
10/29/2024
Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period
10/29/2024
This new Options QP strategy, which will allow advisors to build better portfolios around low-cost basis shares and other investment needs, is a great addition to our suite of personalized solutions
10/28/2024
ABA members will also have the chance to learn more about Nasdaq’s suite of corporate governance solutions.
10/25/2024
Technology already plays a key role in overcoming resource constraints for insurance asset owners
10/25/2024
This edition highlights the increasing sophistication of cyber threats
10/25/2024
Microsoft’s board is recommending voting against it, arguing they already “evaluate a wide range of investable assets,” including Bitcoin.
10/25/2024
Ripple challenges SEC’s ruling on institutional XRP sales, claiming the Howey test was misapplied.
10/24/2024
Net Sales Events, AUM, and AUA Drive Record Quarter
10/24/2024
The generative AI-powered assistant for Investment Banking, Sales & Trading and Research supports staff in efficiently surfacing and distilling high-quality insights from the expansive body of Morgan Stanley Research
10/24/2024
Looking to the future, the partnership with Plaid could also enable Dwolla’s customers to mitigate ACH return risk and perform enhanced fraud detection and prevention.
10/23/2024
Both start-ups previously collaborated on combining these capabilities into a white-label solution in August
10/22/2024
TD Bank will contribute axes, or pre-trade indications of interest, to LTX’s Liquidity Cloud and utilize LTX’s RFQ+ protocol to provide Investment Grade and High Yield bond liquidity to its institutional clients.
10/22/2024
Effective bank connectivity is crucial for firms operating in the hedge fund and private equity spaces
10/21/2024
Big banks and investment firms are using artificial intelligence to help make financial predictions and give advice to clients