Insights
Discover the latest financial and wealth technology insights, research, perspectives and events. For our latest press releases, click here.
How can you automate corporate actions as a distributor of financial instruments?
March 13, 2022
One of, if not the most, work intensive areas when operating a financial intermediary like a securities brokerage firm or asset manager ...
Investment management: The shift to the cloud
February 3, 2022
The financial services industry is being rapidly transformed by a digitalisation process that started some years ago and has many more years ...
2022 report: Digital transformation in investment management
January 31, 2022
How cloud services and SaaS are accelerating growth Investment managers have identified several key benefits to digital transformation including cost reduction, differentiation ...
Introducing brokers: Why omnibus accounts are replacing white label solutions
August 15, 2021
Introducing brokers commonly enter white label agreements with traditional online brokers in order to facilitate investments for their customers. These setups were popular during the first part ...
Currency exchange in relationship to trading in different instruments
February 24, 2021
It’s time to address a hot topic regarding currency exchange in relation to trading of various financial instrument types. There is no right or ...