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How to Build a Fractional Investment Platform in 2024
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Blog articles
- #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
- #top companies
WealthTech Weekly: December 23, 2022
- #top companies
WealthTech Weekly: December 23, 2022
Welcome to the news highlights of this week.
What’s going on:
- DriveWealth shows this year’s accolades
- StartEngine scoops $189m in 12 months
- Small rounds prevail this week
- There’s Amazon of financial services in the making somewhere
- Wealthtech takes a look back at its 2022
Let’s move on to the details.
Welcome to the news highlights of this week.
What’s going on:
- DriveWealth shows this year’s accolades
- Sta...
More
- #wealthtech news
WealthTech Weekly: December 16, 2022
- #wealthtech news
WealthTech Weekly: December 16, 2022
Welcome to the news highlights of this week.
What’s going on:
- Docupace launches RIA Productivity Suite for streamlined operations
- Trovata to host JP Morgan’s Morgan investment app
- WealthKernel teams up with tendy
- Moneyfarm to acquire 100% of Profile Pensions
- New technology spurs the Wealthtech market growth
- Navigator In...
Welcome to the news highlights of this week.
What’s going on:
- Docupace launches RIA Productivity Suite for st...
More
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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
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
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