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Cloud ETL: Getting It Right for Data Synchronization
Let’s admit it: real-time data has snowballed from a cool feature into a mainstream requirement. If you want to keep up with the trends, as our cli...
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Instead of 1000 Words: How Fintechs Can Use BPMN to Scale Business Processes
With a firm grip on its title, BPMN remains the premier way to design and implement business processes. It’s intuitive, easy, and it can also be fu...
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WealthTech Weekly: February 10, 2023
Here’s everything you wanted to know about the industry this week but were too excited about Super Bowl to keep track of. Enjoy!
What’s going on:...
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WealthTech Weekly: January 13, 2023
Welcome to the news highlights of this week.
What’s going on:
- Advisor360° acquires Agreement Express
- Twenty7tec inks a deal with Meet P...
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Blog articles
- #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
00:00:00 -
Intro about Todd
00:01:22 -
How Hiatus improves financial wellness
00:14:04 -
Building expenses analytics for customers
00:18:45 -
Next moves to improve personalization
00:24:08 -
How to manage backlog in B2C
00:33:03 -
Evolving as a tech leader in Hiatus
00:37:21 -
Biggest delivery challenges of small teams
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
How to Digitize Wealth Management: Michael Pinsker, Docupace
00:00:00 -
Intro about Michael
00:01:07 -
Managing worktime without burning out
00:06:19 -
Docupace's corporate culture
00:12:26 -
Mentorship for tough decision-making
00:20:40 -
The power of focus for company growth
00:25:10 -
How to build a robust leadership team
00:36:55 -
Making strategic engineering decisions
How to Digitize Wealth Management: Michael Pinsker, Docupace
Solutions Development For Enterprise Fintech
Discover how we can help you solve business challenges using technological, managerial, and financial expertise of our software engineering experts!