Toronto-based investment management firm deploys d1g1t for portfolio management, reporting, trading, rebalancing, and client engagement
API-first architecture allows Wealthbox client data to flow from onboarding through multi-custodial account opening, investment management and reporting within the Amplify platform
The $259 million tokenized fund seeks to generate yield through market-neutral basis-trade strategies.
Seasoned wealth management executive brings three decades of investment, platform, and enterprise strategy experience
INDATA Announces Major Software Release
May 13, 20263 min
INDATA, a leading industry provider of cloud-native, SaaS-based solutions for buyside firms, today announced a major software release providing enhanced technology, functionality and productivity improvements for clients. Highlights include: All New INDATA Nexus – Comprehensive AI Platform powered by INDATA’s integrated Master Data Model (MDM) which expands data querying capabilities across Q&A, provides functionality tools for intelligent portfolio management & trading scenarios, as well as custom report writing with dynamic charting. The solution supports both traditional REST API...
Bitwise to become the investment manager of Superstate's $267 million AUM tokenized crypto carry fund, USCC.
25-year operations executive comes aboard to drive platform expansion and operational scale
Advyzon Tops T3 Advisor Software Survey for 9th Year
March 27, 20269 min
Advyzon Investment Management (AIM) premieres as “Software All-Star” in Portfolio Design and TAMP categories
KosinCapital Announces Expansion of Global Capital Market Service System
March 25, 20267 min
KosinCapital recently announced that it will further strengthen its global capital market service system, continuing to promote capital connections between international investors and growth-oriented enterprises. As an international capital market service institution established in 2025, KosinCapital is committed to providing investors and enterprises with a more efficient and transparent environment for participation in capital markets through professional financial services and a global market perspective. Headquartered in Colorado, United States, KosinCapital focuses on capital market services...