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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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How to Take Over Fintech with APIs: Development, Optimization & Integration Tips
APIs are everything in the Fintech world. To reign in the data-driven age, you need to gather and process tons of information, and APIs claw and dr...
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How to Select the Right Software Quality Metrics for Your Project
In a world of limited resources and rapidly changing environments, metrics are needed to balance a project's objectives and ensure success.
This...
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Blog articles
- #wealthtech news
WealthTech Weekly: July 22, 2022
- #wealthtech news
WealthTech Weekly: July 22, 2022
Welcome to the news highlights of the week.
What’s going on: Abrdn looks to sell its private equity business, SunTech welcomes ex-IBM exec, FNZ adds New Access to its buys, Orion snaps up Townsquare Capital, Moniflo goes beta, Tifin acquires SharingAlpha, Deutsche Bank widens its Wealthtech reach to Belgium, and Seccl starts powering GreenGrowt...
Welcome to the news highlights of the week.
What’s going on: Abrdn looks to sell its private equity business, Sun...
More
- #wealthtech news
Ultimate Wealth Toolkit: Utilities for Financial Advising and Management
- #wealthtech news
Ultimate Wealth Toolkit: Utilities for Financial Advising and Management
We find ourselves switching between online and offline, now mostly able to combine the two as we please. Navigating clients’ financial matters requires both, too, so having the right tools is leveling up your positions in the market. Below, we offer our picks from the array of platforms and instruments for financial advising and wealth management. See...
We find ourselves switching between online and offline, now mostly able to combine the two as we please. Navigating clie...
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!