Big moves
Confluence Technologies has started a cooperation with FundGuard, an AI-powered investment accounting platform. To speed up and simplify fund reporting for collective users, Confluence will marry its Revolution and Unity products with FundGuard’s platform. As a result, the company plans to see its users enjoy multiplied operational efficiency.
Read more here.
Following the London office warming, Addepar opens the door of its Pune location in India. Expansion to India is a new opportunity for Addepar to elevate its R&D investments and underpin its ever-increasing client base.
Read more here.
Wealthtech can now cook their products faster with a new offering from Praxent. Having more than 20 years of experience in Fintech, the company invested its expertise in Accelerator App to help Wealthtech firms shorten the time to market of their robo-advisors. To enable that, Praxent developed ready-to-use features companies can build on and personalize, leapfrogging the common from-scratch development challenges.
Read more here.
Next read: Communicating Trust: How Fintechs Can Win Customer Loyalty
→ Explore best practices
Envestnet dropped a mention of a new product for financial institutions that will help them circumvent disasters similar to the Silicon Valley Bank wreck. Bank Deposit Index is designed to help bank treasury executives keep track of deposit activity and put them into the context of banking segments. We are waiting for further details, but for now, the solution looks promising in the loom of the banking crisis.
Read more here.
B2B wealthtech Allfunds announces the creation of its Alternative Solutions division. Actually, the company has a sound history of working with alternative assets. However, the growing client demand for improved assets and private markets reach pushed Allfunds to accumulate resources to focus on this particular segment.
Newly-welcomed employees will join the seasoned company staff on the mission to improve operational efficiency for alternative investment vehicles.
Read more here.
Bird’s eye view
Market Research Guru, trusted by leaders in finance such as Franklin Templeton, has published a new Wealthtech market research. Its 128 pages include growth opportunities till 2029 and outlines of the industry developments and data on heavyweights such as Betterment, Bambu, Blooom, Charles Schwab, and others.
Read more here.
Let's engineer your next achievement in Wealthtech!
→ Tell me how
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!
