SEI Expands Tax Management and Overlay Capabilities
November 13, 20255 min
ETF Integration, Tax Transition Expansion, and Enhanced Tax Optimization Helps Advisors Strengthen Portfolio Customization and After-Tax Outcomes for Investors
Webull Unveils Vega, the Next Evolution of Its AI-Powered Decision Partner
November 11, 20254 min
Upgraded tool leverages AI to transform complex market data into actionable insights and provides personalized portfolio analysis to help investors make more informed, confident decisions
Arta Expands AI Platform to Empower Wealth Managers Globally
November 7, 20258 min
Bank of Singapore and Hong Leong Bank are adopting Arta AI, joining a growing network of banks and wealth platforms leveraging Arta's platform to transform their wealth offerings
Multifonds Powers DBS Fund Accounting and Automation in Asia
November 5, 20253 min
Multifonds enables the bank to manage traditional and alternative funds on a single fund accounting platform
Bruce Traan Named President & COO at Syntax Data
November 4, 20254 min
Syntax Direct is powering the next wave of personalized portfolio construction for wealth managers
Jiuzi Launches $1B Bitcoin Treasury with SOLV for Institutions
November 3, 20253 min
Jiuzi Holdings, Inc., today detailed its SOLV Foundation partnership, a leading Bitcoin finance platform managing over $2.8 billion in total value locked (TVL), allocating up to $1 billion from its $1B digital asset plan to Bitcoin staking, yield products. This expands Jiuzi’s Bitcoin framework, creating a compliant DeFi gateway for global institutions, positioning the company as a compliant, scalable gateway for global institutions entering decentralized finance. Jiuzi will deploy up to 10,000 Bitcoin into SolvBTC. BNB, SOLV’s flagship yield-bearing vault and the largest Bitcoin asset...
Eton Alpha Brings Billionaire-Grade Wealth Management
November 3, 20256 min
EtonAlpha™ Combines the Power of a Family Office With The Ease of Use of a Money App So Ultra High Net Worth Individuals Can Effectively Manage Their Assets
StockHero.ai Wins Best Fintech AI Solution in APAC 2025
October 31, 20255 min
StockHero.ai, a product developed by Novum Global Ventures Pte. Ltd., has been named “Best Fintech AI Solution” at the Ultimate Fintech (UF) Awards APAC 2025, held during the iFX EXPO Asia in Hong Kong from October 26–28, 2025. The Ultimate Fintech Awards recognize excellence in the online trading and fintech industry, spotlighting companies that demonstrate outstanding innovation, technology, and leadership. The awards are among the most respected in the financial sector, attracting leading B2B and B2C brands from across the Asia-Pacific region. StockHero.ai emerged as the winner in the Best Fintech AI Solution category,...
Innocap Hits $100B AUM with Bain Capital Investment
October 30, 20255 min
Partnership strengthens Innocap’s technology-enabled service model and reinforces its role as core infrastructure for institutional Dedicated Managed Accounts
bunq gains FINRA nod to launch US investing services
October 28, 20253 min
FINRA approves bunq’s broker-dealer license, completing phase one of its US entry. bunq expands Stateside to meet the needs of its growing user base with ties across the Atlantic The license enables bunq users to invest in US stocks, including mutual funds and ETFs bunq, Europe’s second-largest neobank, has been approved by FINRA to operate as a US broker-dealer – a move driven by users who live, work and investment across both Europe and the...