#video
The culture of an engineering team is the DNA that defines the principles a group of engineers will use to make decisions about technology, strateg...
More
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...
More
AI-powered robo-advisors lure billions in assets and thousands of users. For sure, they are here to stay, flaunting personalized insights and auto...
More
More
Subscribe
Blog articles
- #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
- #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
Subscribe to our blog to receive up-to-date information from the world of fintech
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!