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The landscape of wealth management is evolving rapidly. Are you keeping up? SMArtX CEO, Jonathan Pincus (JP), provides his 2024 market outlook for the growing managed account landscape in WealthManagement.com's 2024 Market Outlook. JP reveals how the surge in demand for personalized financial services is reshaping the industry. 🌐 Learn about the shift from outdated legacy systems to modern, scalable solutions. Explore the power of API-first cloud-native platforms and how they're revolutionizing portfolio management. 👉 https://lnkd.in/g8HG4xRZ #WealthManagement #FinancialInnovation #ManagedAccounts #WealthTech2024

We’ve hit Year 4 of our journey to bring innovation to equity capital markets, and we couldn’t be more excited!   Last month we exceeded key global milestones via the portal: Over 5,000 deals Over 9,500 term sheets We also continue to grow and enhance our suite of products: - DealDashboard: real-time overview of global ECM deal information - DealFeed: integrate deal information into existing systems - DealDownload: download the latest priced deal data and more in the pipeline…!   At the heart of our development is the belief that any financial institution should be able to create its own tapestry of interoperable systems — internally and externally — so you can better operate and automate some of the manual and time-consuming processes so common in capital markets issuances.   Our talented global team is driven by a commitment to excellence and innovation. We can’t wait to show you what we have in store for this coming year! #capitalmarkets #ecm #innovation #fintech #automation

Discover the essentials of digital assets in our upcoming webinar, "Fundamentals in Digital Assets." This informative session is crafted for professionals aiming to enhance their grasp of the swiftly evolving digital asset landscape. Book your spot here: https://lnkd.in/eAS-rUCr #digitalassets #professionaldevelopment #swissfinance

The word on WealthTech for February 2024… Take a read as F2 Strategy’s Co-Founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month >> http://spr.ly/6043VZX49 #WealthStack #wealthtech #technology

Get CMG (Capital Markets Gateway)’s U.S. #ECM Market Summary delivered to your inbox every week! To sign up, contact sales@cmgx.io 📩 The weekly Summary bundles: 🔹 Priced offerings, including convertibles 🔹 Breakdown of activity across sectors and offering types 🔹 Upcoming lock-up expirations 🔹 Latest U.S. #IPO backlog Reports are generated from CMG DataLab™ via API, a database of historical ECM market analyses and offer-to-current performance trends.

Heading to the Money Management Institute Summit this week? We are too! Let's connect about the technology issues that are holding you back! Did you know that SMArtX delivers modular managed account technology to empower diverse firms with a range of needs and objectives to grow and scale their business? Jonathan Pincus, Brad Haag, and Hunter Hager will be onsite and look forward to seeing you there! #MMISummit #investmentadvisory #assetmanagement #wealthmanagement

EBICS it's a tool that streamlines financial transactions and connectivity between businesses and financial institutions. We explain what our expertise is in EBICS integration #Expertise #ExceptionalService #YourSuccessIsOurPriority #CRM2024 

Did you know that Aladdin Wealth™ technology and their risk models analyse over 3,000 risk factors. Gain direct access to their advanced analytics and reporting capabilities through Cogence, SA’s first truly global DFM – and offer your clients more accuracy, better advice and better value than ever. Sign up at www.cogence.co.za and get started. #CogenceDFM #Investments #DFM

As private markets grow and data volumes explode, a scalable operating model is essential to capitalize on the opportunities in front of you. Find out how we are helping GPs, LPs, investment consultants and others solve private markets’ most complex problems through the unique combination of our S&P Capital IQ Pro data and iLEVEL software, as well as our wider portfolio of solutions and services: https://okt.to/AWRU4w #problemssolved #privatemarkets #privateequity

Secure your ticket here: https://lnkd.in/e5HBWrYD Join us at this year’s InvestOps Europe as we discuss how you can enable greater data connectivity and standardisation to best support the rise in multi-asset investments!    Our experts Matthew Giordmaina, Head of Reconciliation, Investment Operations at Man Group, and moderator Martha Fee, Industry Practitioner and Former COO will go into: ✔️ To what extent is it possible to standardise and integrate data sources covering multiple asset classes?   ✔️ What are the major challenges of standardising cross-asset data sources, and how can you best overcome these challenges to reduce complexity?  ✔️ Do you have a cross-asset data strategy and technology platforms that enable a single view over multi-asset trading, or is cross-asset data kept in siloed systems? #middleoffice #backoffice #investops #investmentoperations