WealthTech Weekly: December 16, 2022

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

WealthTech Weekly: December 9, 2022

WealthTech Weekly: December 9, 2022

Welcome to the news highlights of this week.

What’s going on:

- Linqto partners with “a Fintech visionary” Farther

- Aviso Wealth credit union partners will benefit from its collaboration with CapIntel

- Pimfa gets a new senior hire

- Docupace's PreciseFP releases new enterprise engagement model and more

- WSR announces its Wealth Exe...

Welcome to the news highlights of this week.

What’s going on:

- Linqto partners with “a Fintech visionary” Fart...
More

WealthTech Weekly: December 2, 2022

WealthTech Weekly: December 2, 2022

Welcome to the news highlights of this week.

What’s going on:

- Wealthify reinforces its leadership team with three new appointments.

- Atria digs deeper into independent wealth management.

- Zoho sees Wealthtech as a potential new area of expansion.

- Estancia teams up with InvestorCOM.

- Industry leaders share tips on how to crea...

Welcome to the news highlights of this week.

What’s going on:

- Wealthify reinforces its leadership team with t...
More

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