Big names, new names
A premier provider of cloud-based software for wealth managers, Docupace officially launched RIA Productivity Suite, a set of tools for streamlined and automated operations. Serving some of the biggest industry clients, Docupace identified the rising demand for enterprise-level operation optimization software and made sure to bridge the gap.
Read more here.
Trovata, an open banking platform for cash management, has joined forces with JP Morgan. The partnership will improve access to higher yields on corporate investing for Travata’s customers.
With real-time transactions and quick fund comparison across different options, corporate treasury investors will get a high-demand and fully integrated platform.
Read more here.
Next read: Top Transaction Monitoring Software from Deloitte’s RegTech Universe 2022.
→ Discover top providers
WealthKernel, a leading Wealthtech provider of savings, investment and pension infrastructure, will help improve financial literacy in teenagers. The company will power tendy, a UK educational investment platform for teens.
By the way, Allied Market Research expects the digital education market to strike $125.3 bn globally by 2031 at 26% CAGR. Financial literacy might be one of the best areas to explore.
Read more here.
The UK Wealthtech Moneyfarm intends to buy 100% of Profile Pensions. What sum the digital pension adviser and pensions consolidator will receive has not been disclosed.
With this move, Moneyfarm aims to deepen and amplify its outreach in UK and Italy.
Read more here.
Bigger picture
As AI and blockchain get wider adoption, they enable the growth of small and medium-sized Wealthtech businesses. This, in turn, accelerates the development of the global Wealthtech market, which is expected to rise annually by 13.9% within the next years. Learn which segments are expected to expand the fastest and what else is driving the industry growth.
Read more here.
Can Wealthtech go too digitized? Navigator Investment Services has posted a new report that reveals the most recent investor sentiment about the robo and human advisors. Also, you’ll find infographics and insights on the new wealth generation and more.
Read more here.
Up for reading materials on Wealthtech that are not news? Check out more articles below.
The new year demands new solutions. Let's build the best software!
→ Schedule a call
We bring more than news
INSART is a Fintech engineering partner who gets to the core and polishes every detail when developing Fintech solutions, integrating the best of traditions into innovations.
- We assemble dedicated teams for Fintech projects and manage them long-term.
- A thorough understanding of financial concepts helps our developers build best-in-class gear.
- By fostering a culture of financial literacy across the company, we make our team grow professionally and improve their financial well-being.
Fact: our expertise saves you at least 25% of the time compared to teams inexperienced in the business domain area. Contact Vasyl Soloshchuk or schedule a call with one of our tech experts to learn more. See you on the innovation side!
