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Managing your finances in today's fast-paced world should be as seamless as ordering your morning coffee. This is where Plaid comes into play – a ...
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With release cycles becoming shorter and systems more complex, the need for quicker and more precise testing grows stronger. While there are lots o...
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Credit score is your multipass in the world of financial services. It helps you secure a loan, apply for a credit card, or rent an apartment. It’s...
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AI-powered robo-advisors lure billions in assets and thousands of users. For sure, they are here to stay, flaunting personalized insights and auto...
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- #wealthtech research
WealthTech Weekly: February 3, 2023
- #wealthtech research
WealthTech Weekly: February 3, 2023
Welcome to the news highlights of this week.
What’s going on:
- eMoney Advisor adds new features to its killer tax planning toolkit
- Industry top thinker Gavin Spitzner dies at 57
- Docupace appoints new COO
- Orion will provide substantial funding for a charity initiative
- Zopa scoops £75m of investment
- The list of Top 40 Broke...
Welcome to the news highlights of this week.
What’s going on:
- eMoney Advisor adds new features to its killer ...
More
- #wealthtech research
WealthTech Weekly: January 27, 2023
- #wealthtech research
WealthTech Weekly: January 27, 2023
Welcome to the news highlights of this week.
What’s going on:
- Wealthbox adds executives to its leadership team
- BridgeFT launches a new API offering
- FNZ buys US startup YieldX
- Vestmark launches six direct-index SMA strategies
- AnaCap’s spin-off gets Edward Green as CEO
- AI is no threat but a boon for professional advisors. ...
Welcome to the news highlights of this week.
What’s going on:
- Wealthbox adds executives to its leadership tea...
More
- #wealthtech research
WealthTech Weekly: January 20, 2023
- #wealthtech research
WealthTech Weekly: January 20, 2023
Welcome to the news highlights of this week.
What’s going on:
- iCapital got Endowus and Blue Owl Capital as partners
- Allfunds gets new head of UK business
- Mako inks a strategic partnership with PortfolioAid
- Orion gets a new exec of its Wealth Management line
- A shocking number of advice companies skip research on tech solutio...
Welcome to the news highlights of this week.
What’s going on:
- iCapital got Endowus and Blue Owl Capital as pa...
More
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Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
How to Digitize Wealth Management: Michael Pinsker, Docupace
How to Digitize Wealth Management: Michael Pinsker, Docupace
Solutions Development For Enterprise Fintech
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