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WealthTech Weekly: February 3, 2023

Welcome to the news highlights of this week.

What’s going on:

- eMoney Advisor adds new features to its killer tax planning toolkit

- Industry top thinker Gavin Spitzner dies at 57

- Docupace appoints new COO

- Orion will provide substantial funding for a charity initiative

- Zopa scoops £75m of investment

- The list of Top 40 Brokers Under 40 is out

Find out the details below.

Big moves

eMoney Advisor has ensured advisors are all prepped for the filing season by releasing new tax planning features. The additional capabilities will let the clients see how tax strategies can affect their financial plans. In a few clicks, a client will be able to see the touchpoints between their tax bracket floor, the tax base for the year, and the taxable parts under Roth conversion.

The features, complementing the Total Taxes Report tool eMoney released earlier, will allow advisors to add real-time dynamics and clarity into conversations with their clients. 

Read more here. 

 

The Fintech world was devastated to hear about the death of Gavin Spitzner, Wealth Consulting Partners President and an outstanding consultant. He died from acute myeloid leukemia (AML) this Monday at 57.

Financial industry leaders like Envestnet, Merrill Lynch, and other companies will remember Spitzner as a brilliant professional. 

At INSART, we will remember him as an ardent Fintech champion and an innovative thinker, always ready to push the limits of the financial industry. We were honored to invite him for an interview where he shared his outlook on the advisor’s role in the future.

Read more here.

 

Mike Zebrowski joins Docupace as a Chief Operating Officer. Zebrowski will oversee a wide range of the company’s teams, from product and relationship management to legal.

This appointment is another one in the sequence of senior hires Docupace made throughout 2022, which has been rich in events: multiple acquisitions, new product releases, awards, and acknowledgments cemented Docupaces premier position in the Wealthtech industry.

Read more here.

Next read: WealthTech Insights #56 with Gavin Spitzner
→ Read the interview

Orion Advisor Solutions will support the ones who cannot afford professional financial advice and planning. Through extensive financing of the Foundation for Financial Planning (FFP), which Orion announced this Monday, the company aims to spread financial literacy among those who need it most.

Over a quarter of a century in operation, the FFP charity has helped more than 600,000 people lead better financial lives.

Read more here.

 

Digital bank Zopa netted £75m, solidifying its unicorn status as it readies for a growth and acquisition leap. The valuation is undisclosed, but Zopa’s chief has mentioned the support from the investors’ side is significant amid the market slump. 

Read more here.

Bird’s eye survey 

Financial Planning reveals this year’s list of Top 40 Brokers Under 40. Apart from the best industry professionals, the list features advice on retaining such talents amid the fierce fight for specialists.

Read more here.

Up for reading materials on Wealthtech that are not news? Check out more articles below.

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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!

 

WealthTech Weekly: January 13, 2023

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 Parker

- MoneyGuide’s Tony Leal seizes his current role at Envestnet

- Docupace shows an example of much-needed social responsibility

- Information needs protection, but Wealthtechs miss on a key a...

Welcome to the news highlights of this week.

What’s going on:

- Advisor360° acquires Agreement Express

- Twen...
More

WealthTech Weekly: February 10, 2023

WealthTech Weekly: February 10, 2023

Here’s everything you wanted to know about the industry this week but were too excited about Super Bowl to keep track of. Enjoy!

What’s going on:

- Groundfloor expands in the U.S., pledges $30 million for local residential housing

- Blueleaf welcomes Tim Minert, now responsible for business development

- Joe Duran leaves Goldman Sachs

- ...

Here’s everything you wanted to know about the industry this week but were too excited about Super Bowl to keep track...
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How to Take Over Fintech with APIs: Development, Optimization & Integration Tips

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 drag it relentlessly. Unseen, they are the core power underneath the lion's share of Fintech processes: “open” in “open banking” stands for “open APIs.”

Explore with me the intricacies of developing, op...

APIs are everything in the Fintech world. To reign in the data-driven age, you need to gather and process tons of inf...
More