Financial Technology and Automated Investing

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Terms in Financial Technology and Automated Investing


ActiveX is software that allows applications to share information with one another, regardless of what programming language they're written in. read more

Business Logic

Business logic is the custom rules or algorithms that handle the exchange of information between a database and user interface.  read more

Cloud Storage

Cloud storage is a way for businesses and consumers to save data securely online so it can be easily shared and accessed anytime from any location.  read more

Digital Transaction Management (DTM)

Digital Transaction Management (DTM) replaces paper-based document signing and processing with cloud-based computational systems for more efficient and accurate throughput. read more

Electronic Data Gathering, Analysis and Retrieval (EDGAR)

EDGAR is the electronic filing system created by the Securities and Exchange Commission for corporate filings. read more

Financial Innovation

Financial innovation is the process of creating new financial products, services, or strategies. read more

Information Silo

An information silo is a management system that uses vertical communication and is unable to communicate with other information management systems freely. read more


Insurtech refers to the use of technology innovations designed to squeeze out savings and efficiency from the current insurance industry model. read more

Knowledge Engineering

Knowledge engineering is a field of artificial intelligence (AI) that enables a system or machine to mimic the thought process of a human expert. read more

Machine Learning

Machine learning, a field of artificial intelligence (AI), is the idea that a computer program can adapt to new data independently of human action. read more

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