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Insights and updates

News Videos Commentary Strategy Clear selection
Commentary

Sustainable investment reporting needs to evolve

Fund managers are increasingly prioritising strong sustainability metrics in their portfolio spread,...

Strategy

Innovation strategy: why adopt an open architecture

When choosing the right technology for software development it’s important to build an unrestricted roadmap,...

Commentary

Why Client Portal design must be mobile-first

The world is now mobile-first. Wealth and Asset management clients demand nothing less.

Commentary

Financial "super apps" are coming for your clients

So far, the investment industry has avoided disruption by Big Tech, but competition is beginning to emerge...

Commentary

Avoiding the legacy trap

To keep innovating and avoid the legacy trap, we need to include upgrades in our roadmap.

Commentary

Zoom-in and -out of data

Allowing clients to zoom in and out of their portfolio data is a key Client Portal best practice.

Strategy

Embracing visual innovation

Investors receive large amounts of data via multiple digital touchpoints. Advanced Data Visualisation...

Commentary

Designing wealth experiences

Theo Paraskevopoulos, CEO at Invessed looks at why wealth experiences are so powerful and offers a practical...

Strategy

The Golden Rules for Conversion Optimisation for Fund Managers

3 clever ways how you can improve your fund management website, so that you’re not throwing away new...

Commentary

The future of ESG reporting

As ESG investments gain popularity, what can the industry do to improve transparency and avoid accusations...

News

ESG Reporting - full interviews

Full text of the interview with Johannes Hauptmann and James Purcell, on ESG investing and reporting...

Commentary

5 Tangible benefits of redesigning your website

There has never been a better time to redesign your company’s website. Here’s why.

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