The Financial AI Iceberg Revisited: When AI Reaches Operations By Raphael Tremblay Asset Management Fund Services Lending & Leasing / 4min
It’s Harvest Time: Advancing Tax-Aware Portfolio Management for Wealth Managers Greg Grimmett Asset Management / 4min
Designing AI-Powered SaaS Financial Solutions: Balancing Intelligence, Trust, and Usability Manish Sahni Asset Management Fund Services / 4min
Windows 10 End of Life: Migration Guide for Asset Managers, Hedge Funds, Private Equity and other Financial Services Firms By Girish Khilnani Services / 5min Is your financial services firm ready for Windows 10 End of Life? Explore migration options and strategies now to avoid compliance, operations, and security risks.
Simon Says: Don’t let the Grinch steal your data this holiday season! By Linedata experts Services / 4min Learn how hedge funds and private equity firms can defend against scams and stay compliant through the season
Microsoft 365 Migration for Investment Businesses By Girish Khilnani Services / 5min Make your Microsoft 365 migration a success. Unlock new productivity, cybersecurity, and resilience tools for asset managers, hedge funds, and private equity.
Work-From-Home Cybersecurity for Buy-Side Firms: Understanding the Threat Landscape By Don Duclos / 6min Work-from-home (WFH) cybersecurity is a challenge for every business. But for buy-side financial services firms, the challenge is greater still.
From Pilot to Production: Scaling AI in Investment Management By Ashmita Gupta Asset Management / 5min What does it take for firms to turn a GenAI PoC into results? Read this blog from Linedata’s AI practitioner-in-chief about addressing the challenges to successfully scaling AI in investment management.
Why the SEC Disclosure Rule Matters: How New US Short-Selling Regulations Will Challenge Investment Compliance By Matt Grinnell Asset Management / 5min Learn more about how Linedata is helping our clients develop resilient investment compliance programs.