Just received your CySEC license? This step-by-step post-license roadmap explains exactly what CIFs and AIFMs must do next — from operational readiness and reporting obligations to technology setup, staffing, and compliance workflows.

Discover the best technology solutions for newly licensed CySEC investment firms. Explore essential tools for onboarding, portfolio management, regulatory reporting, data aggregation, and client portals — and learn how to build a compliant, scalable tech stack in Cyprus.

A multi-asset trading platform is a software solution that enables investors and traders to manage and execute trades across various asset classes — such as stocks, bonds, forex, cryptocurrencies, commodities, and derivatives — from a single interface. This unified approach simplifies portfolio management, reduces operational complexity, and allows for diversified investment strategies.

By consolidating all their data in Reluna, the Cyprus-based asset management firm Luna Wealth has automated their entire workflow across portfolio management, reconciliation, and order execution — saving time, reducing manual errors, and delivering an even higher level of service to their clients.

Family offices face unique challenges in managing complex portfolios, diverse asset classes, and intricate family structures. As we enter 2025, leveraging the best technology is crucial for efficient and strategic management. Here’s a look at the best family office software available this year, designed to streamline operations, enhance visibility, and foster informed decision-making.

We’re launching our corporate blog — here’s why and what to expect.