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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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Let’s admit it: software always needs to be delivered faster than before. To survive this race, leave your customer satisfied, and offload tons of ...
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With release cycles becoming shorter and systems more complex, the need for quicker and more precise testing grows stronger. While there are lots o...
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- #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
- #wealthtech news
WealthTech Weekly: December 9, 2022
- #wealthtech news
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 research
WealthTech Weekly: December 2, 2022
- #wealthtech research
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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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
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