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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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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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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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- #wealthtech news
WealthTech Weekly: January 13, 2023
- #wealthtech news
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 Parker
- MoneyGuide’s Tony Leal seizes his current role at Envestnet
- Docupace shows an example of much-needed social responsibility
- Information needs protection, but Wealthtechs miss on a key a...
Welcome to the news highlights of this week.
What’s going on:
- Advisor360° acquires Agreement Express
- Twen...
More
- #wealthtech news
WealthTech Weekly: January 6, 2023
- #wealthtech news
WealthTech Weekly: January 6, 2023
Welcome to the news highlights of this week.
What’s going on:
- Sanctuary Wealth picks Wealthbox’s enterprise CRM
- Titan Wealth purchases IFA firm Telford Mann Group
- Wealthy American couples will be able to give their heirs $26 million tax-free
- Canadians revealed their financial concerns for 2023
- Financial Advisor imagines how...
Welcome to the news highlights of this week.
What’s going on:
- Sanctuary Wealth picks Wealthbox’s enterprise C...
More
- #wealthtech news
WealthTech Weekly: December 30, 2022
- #wealthtech news
WealthTech Weekly: December 30, 2022
Welcome to the news highlights of this week.
Let’s have a brief overview of 2022 and peek at what 2023 may bring to the industry.
Welcome to the news highlights of this week.
Let’s have a brief overview of 2022 and peek at what 2023 may bring t...
More
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How to Digitize Wealth Management: Michael Pinsker, Docupace
How to Digitize Wealth Management: Michael Pinsker, Docupace
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
Solutions Development For Enterprise Fintech
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