Reading Time: 3 minutes For many investment managers, automation still feels out of reach. Most teams are stuck with a mix of disconnected systems, partial workarounds, and daily manual tasks that chip away at productivity. There’s no shortage of automation tools in the market. But applying them in investment management isn’t simple. Workflows cut Read more…
Reading Time: 3 minutes For many asset managers and financial institutions, implementing an Investment Management System (IMS) like CRIMS or Aladdin is a mission-critical transformation. Yet, the execution of these large-scale projects often adheres rigidly to the traditional waterfall methodology, step-by-step, linear, and highly structured. While this model brings clarity and sequencing, it doesn’t Read more…
Reading Time: 3 minutes The SEC’s regulatory tone in Q1 2025 is anything but static. What we’re seeing is not a rollback but a recalibration — driven by political transition, evolving leadership, and the ever-tightening dance between innovation and oversight. For asset managers, RIAs, and digital-first investment platforms, understanding these shifts isn’t just a Read more…
Reading Time: 4 minutes Despite being the backbone of sell-side trading, Order and Execution Management Systems have seen little real innovation. Legacy systems struggle to keep up as technology surges ahead. At Ionixx, we’ve built OMS solutions for multiple firms, giving us deep expertise in this space. Today, the industry is evolving fast – Read more…
Reading Time: 3 minutes Off-the-shelf might be great for everyday items, but when it comes to Investment Management Systems (IMS), a one-size-fits-all approach can seriously hold your firm back. Markets move lightning-fast, especially if Elon Musk tweets about something. Customized IMS solutions, especially those that integrate robust risk management features, are no longer a Read more…
Reading Time: 3 minutes Investment Management platforms are crucial for helping organizations and individuals optimize portfolios and achieve long-term goals. However, implementing these platforms is a unique endeavor, based on the needs of that specific organization, making it highly challenging. It requires an understanding of both the specific business and technical needs, in addition to Read more…
Reading Time: 5 minutes In today’s fast-paced financial world, investment management platforms have become vital for optimizing portfolios. They offer tools like portfolio tracking, risk analysis, asset allocation, and real-time insights to suit various investment goals and strategies. Whether you prefer hands-off robo-advisors or advanced tools for active management, there’s a platform for everyone. Read more…
Reading Time: 4 minutes Tools to integrate user feedback According to research, companies that regularly gather and utilize user feedback are 21% more likely to outperform their competitors. In Part 1 of this series, we explored the importance of collecting and analyzing feedback, a vital process that helps businesses create user-focused products that truly Read more…
Reading Time: 3 minutes The Need for Zero Downtime Across All Layers In today’s global marketplace, businesses rely on 24/7 availability to meet the demands of customers and markets. Whether it’s a FinTech platform processing real-time trades or an airline system coordinating flights, downtime—whether due to software errors or broader IT infrastructure issues—can lead Read more…
Reading Time: 2 minutes The SEC has adopted amendments to Form N-PORT reporting requirements, aimed at providing both themselves and investors with more timely information about registered investment companies’ portfolio holdings. This move is designed to help assess and mitigate risks within these funds, making it a significant development for the industry. For investment Read more…
Reading Time: 3 minutes Carl Icahn was recently fined $1.5 million by the SEC, with Icahn Enterprises L.P. paying an additional $500,000, for failing to disclose key financial information. This isn’t an isolated incident—JPMorgan Chase was previously fined $200 million for similar compliance failures. So why does this keep happening, and why aren’t these Read more…
Reading Time: 3 minutes In recent years, quantum computing has become a buzzword, sparking excitement and concern across industries including FinTech. Unlike classical computers that use bits as the smallest unit of data (represented as 0s or 1s), quantum computers use quantum bits, or qubits, which can represent and process multiple states simultaneously. Imagine Read more…