Moment and Ramp to Bring Institutional Cash Management to Finance Teams
Two leaders in modern financial infrastructure are combining capabilities to automate how businesses manage and invest cash
Two leaders in modern financial infrastructure are combining capabilities to automate how businesses manage and invest cash
Toronto-based investment management firm deploys d1g1t for portfolio management, reporting, trading, rebalancing, and client engagement
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...
New feature enables tax-free rebalancing and diversification for long-term digital asset portfolios
Lenders Cooperative, a leading provider of loan origination and servicing technology for U.S. financial institutions, announced today that Desert Financial Credit Union has implemented its platform to power the expansion of its commercial and SBA lending programs. Based in Arizona and serving over five hundred thousand members nationwide, the $9 billion lender is in production on Lenders Cooperative’s end-to-end business lending platform. The move enables Desert Financial to fully automate origination workflows, accelerate time to...
Advyzon Investment Management (AIM) premieres as “Software All-Star” in Portfolio Design and TAMP categories
New offering launched in pilot with tier-one global investment fund; provides independent governance and technology-enabled oversight of portfolios across Europe and the UK
Fully Integrated Wealth Management Platform Unifies Operations, Freeing Advisors to Focus on Delivering Personalized Client Experiences
Ridgeline, the first front-to-back system of record for investment management, today announced a series of milestones that highlight the rapid growth of its AI-embedded platform and intelligent operating model. Growing Roster of Leading Asset and Wealth Managers Ridgeline has surpassed $650 billion in assets committed to the platform and actively processes billions in live trades each month across portfolio management and trading workflows. The increase in platform AUM and trading velocity reflects the wave of...
MEXC, the fastest-growing global cryptocurrency exchange redefining a user-first approach to digital assets through true zero-fee trading, today announced the full deployment of its AI trading suite six integrated tools that support the complete crypto investment workflow, from real-time market monitoring through to trade execution and portfolio management. The suite has served 1.57 million users recording approximately 100,000 daily interactions, and over 8.4 million intelligent responses in 2025. The six tools are designed to operate...