It’s Harvest Time: Advancing Tax-Aware Portfolio Management for Wealth Managers By Greg Grimmett Asset Management / 4min
Designing AI-Powered SaaS Financial Solutions: Balancing Intelligence, Trust, and Usability Manish Sahni Asset Management Fund Services / 4min
Digital Personas: Redefining the Future of Transfer Agency By Justin Hayes Asset Management Fund Services / 4min Learn how digital personas are reshaping transfer agency by driving efficiency, compliance, insights, and investor engagement for future-ready firms.
Turning Insights into Action: Linedata Joins the Conversation at the ELFA Innovation Lab Conference By Ron Meyer Lending & Leasing / 4min Linedata's Cam Stutts and Aditya Khaire join the conversation at the ELFA Innovation Lab Conference. Don't miss this compelling session at this years' event.
From Back Office to Strategic Value Driver: How AI and Automation Are Transforming Asset Management Operations By Michael Galvin Asset Management / 4min Discover how AI is revolutionizing asset management operations by driving efficiency, reducing risk & unlocking strategic value for investment firms & clients.
Beyond OCR: Turning Unstructured Data into Business Value By Sidharth Singla Lending & Leasing / 4min In our recent webinar, experts from Linedata and nRoad discuss how AI is bringing real value to financial workflows. Read the blog or watch the full webinar replay to learn more.
Fintech Platform Modernization at Linedata: Powering the Future with a Smarter Technical Platform By David Boot / 3min Our new technical platform team is driving transformation across our asset management solutions, enabling smarter integrations, faster deployments, and a more intuitive user experience.
Regulatory Watch: Navigating the SEC Rule Withdrawal and the Evolving Middle Office Mandate By Marcela Crossman Services / 3min Learn how middle office co-sourcing enables asset managers and private capital firms to scale, enhance oversight, and improve operational transparency.
