Tag: WealthTech

As the regulatory landscape tightens under CRR III and MiFID II, professionals in wealth and property management are under increasing pressure. New frameworks have introduced tougher documentation standards, more stringent capital requirements, and a demand for full transparency across financial processes.

Independent software vendors (ISVs) aiming to expand into highly regulated industries such as financial services, healthcare, and the public sector often face a significant...

Sustainability has evolved from a fringe concern to a central pillar in financial services strategy. With the demand for transparency and accountability rising, financial institutions are under increasing pressure to integrate environmental, social, and governance (ESG) factors into every level of decision-making. Data management, climate scenario modelling, and ESG analytics are becoming critical tools in the journey toward sustainable finance.

The trade association for wealth management, investment services, and financial advice, PIMFA, has urged the Financial Conduct Authority (FCA) to postpone the introduction of Sustainability Disclosure Requirements (SDR) for portfolio management by a year. 

Coris, a pioneering risk platform, has successfully closed a fundraising round totalling $3.7m.

Digital Onboarding, a pioneering SaaS company known for enhancing customer relations for over 100 financial institutions, has successfully closed a significant funding round. The...

Quantinuum, the world's leading integrated quantum computing company, has successfully closed a significant $300m equity funding round. This monumental financial boost was achieved at a...

Kore, a RegTech SaaS platform that enables large financial firms to accelerate regulatory compliance, has secured a significant financial boost.

In the ever-evolving realm of technology and data solutions, Aiviq's Head of Technology, Pavan Cherlapelly recently offered an insight into the technology that should be on the radar of every asset manager.

WealthArc, a major player in the WealthTech industry, has recently highlighted key components of the Financial Services Act (FinSA) or FIDLEG compliance and how its platform aids companies to meet the Swiss Financial Market Supervisory Authority's (FINMA) expectations.