A practical operational readiness guide for MAS-regulated fund managers in Singapore. Learn what RFMCs and LFMCs must implement post-license across risk management, regulatory reporting, governance, AML, and technology infrastructure before managing assets.

A complete guide to setting up a fund management company in Singapore. Learn about MAS licensing options (RFMC, LFMC), capital and substance requirements, application steps, timelines, compliance obligations, and the technology stack needed to operate compliantly.

Learn the most common licensing and operational pitfalls faced by MAS-regulated fund managers in Singapore. This guide explains where RFMCs and LFMCs typically fail — and how to avoid delays, regulatory breaches, and post-license operational issues.

Discover the top 5 technology priorities for CSSF-regulated firms in Luxembourg, including AIFMs and UCITS Management Companies. Learn what systems the CSSF expects, the operational risks to avoid, and how to build an efficient, compliant, scalable tech stack.

A complete operational readiness guide for newly authorized CSSF-regulated firms in Luxembourg, including AIFMs and UCITS Management Companies. Learn the essential steps required post-license: risk management, reporting, portfolio oversight, governance, delegation monitoring, technology infrastructure, and IT governance.

A complete guide to establishing a CSSF-regulated AIFM or UCITS Management Company in Luxembourg. Learn the licensing process, capital requirements, governance structure, substance rules, fund structures (RAIF, SIF, SICAV, AIF), and the technology stack required for post-authorization operations.

A complete step-by-step guide to the CSSF licensing process for AIFMs and UCITS Management Companies in Luxembourg. Learn how the application works, key documentation required, substance expectations, approval timelines, and what firms must complete before going live.

A complete guide to building a compliant, scalable, and efficient fund operations stack in Luxembourg. Learn the key systems AIFMs and UCITS ManCos need — from PMS to risk, data aggregation, reconciliation, Annex IV reporting, liquidity monitoring, investor onboarding, and governance tools.

A curated list of the best service providers for newly licensed or in-formation financial firms in Dubai — covering DIFC and ADGM law firms, compliance consultants, corporate service providers, auditors, technology platforms, and regulatory specialists

Learn how to set up an asset management firm in ADGM. This step-by-step guide covers FSRA licensing requirements, capital adequacy, application documents, operational readiness, and the post-license technology stack required to launch and scale under ADGM regulations.

A complete checklist of technology and compliance requirements for regulated firms in DIFC and ADGM. Learn what systems are mandatory, what workflows need to be automated, and how to build an operationally ready infrastructure under DFSA and FSRA rules.

Just received your DFSA license in DIFC? This step-by-step guide explains how newly authorized wealth managers, advisory firms, and asset managers can build their post-license operational and technology infrastructure in DIFC — including onboarding, KYC, portfolio management, reporting, data aggregation, and compliance workflows.

A complete technology stack checklist for FINMA-regulated portfolio managers operating under FinIA and FinSA. Learn the essential systems required for onboarding, AML, suitability, portfolio management, reconciliation, risk, compliance, reporting, and IT governance in Switzerland.

A complete operational readiness guide for FINMA-regulated portfolio managers in Switzerland. Learn the technology, risk management, compliance, governance, and ongoing supervisory requirements needed before onboarding clients under FinIA/FinSA.

A complete guide to becoming a FINMA-licensed portfolio manager in Switzerland. Learn the licensing steps under FinIA/FinSA, organizational and capital requirements, compliance & risk expectations, ongoing duties, and the technology stack needed for Swiss regulatory compliance.

Learn how to set up a CIF or AIFM in Cyprus under CySEC regulation. Discover licensing steps, requirements, timelines, and how to build your post-license operational and technology stack for compliance, reporting, and client management.

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.