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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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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 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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Every dollar can be a building block in your financial portfolio in 2023. Next year, fractional investment can reach a new level of convenience for...
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- #wealthtech news
WealthTech Weekly: September 9, 2022
- #wealthtech news
WealthTech Weekly: September 9, 2022
Welcome to the news highlights of this week.
Merrill Lynch veterans choose LPL, Mariner Wealth Advisors to start a collaboration with CAIS, Orion will operate differently, Abbove enters a new partnership, UBS pulls out of a deal with Wealthfront, and dezerv scoops billions in series A. Let’s add more details.
Welcome to the news highlights of this week.
Merrill Lynch veterans choose LPL, Mariner Wealth Advisors to start a...
More
- #wealthtech news
WealthTech Weekly: September 2, 2022
- #wealthtech news
WealthTech Weekly: September 2, 2022
Welcome to the news highlights of this week.
What’s going on: ATP tells everyone to calm down, AJ Bell presents an alternative funding transaction option, Raymond James adds new education series for financial advisors, and Groundfloor is set for its annual fundraising. Let’s zoom in.
Welcome to the news highlights of this week.
What’s going on: ATP tells everyone to calm down, AJ Bell presents an...
More
- #wealthtech news
WealthTech Weekly: August 10, 2022
- #wealthtech news
WealthTech Weekly: August 10, 2022
Welcome to the news highlights of this week. Why on Wednesday, not Friday? To let you be the first to know how much the global wealth management software market might reach by 2030. But names first.
What’s going on: Appital takes a funding bite of £1.7m, Scripbox buys Wealth Managers (hopefully, not all who populate this planet), Dezerv bites mo...
Welcome to the news highlights of this week. Why on Wednesday, not Friday? To let you be the first to know how much 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
Discover how we can help you solve business challenges using technological, managerial, and financial expertise of our software engineering experts!