Tech Nation’s government grant might go to Barclays. That gets tech innovators worried about a potential holdup in the sector.
Read more here.
The Securities and Exchange Commission (SEC) fined Morgan Stanley Smith Barney with $35m for allegedly failing to dispose of customers’ sensitive information properly. Poor customer data protection might result in catastrophic consequences for investors.
Read more here.
New Wealthtech platform is on the horizon: Tactive prepares to present a solution for automated active investing. A year into the business, this RIA is set to throw in what it describes as a truly modern offering.
Read more here.
Wealthtech veteran Charles Goldman joins Orion Advisor Solutions’ Board of Directors. His track record includes AssetMark, Fidelity, Schwab Institutional, and other prominent financial companies.
Read more here.
Learn why software companies prefer us to other solution development teams.
→ Schedule a call
GeoWealth doubles the number of models marketplace. Also, the wealth management company adds portfolio construction and maintenance outsourcing option for investment consultants.
Read more here.
FutureVault gets a badge from Wealth Professional Canada as a five-star Wealthtech provider. A couple of days earlier, this leading Digital Vault solution provider announced the completion of a consecutive SOC 2 Type II Examination with Ernst & Young.
Read more here.
The industry gets a list of the top 30 Canadian Wealthtech providers of 2022.
Read more here.
Why just improve your solution when you can make it a masterpiece?
→ Let's do it
INSART is a Fintech engineering partner who gets to the core and polishes every detail when developing solutions, integrating the best of traditions into innovations for Fintech growth.
Fact: our expertise saves you at least 25% of the time compared to teams inexperienced in the Fintech industry. Contact Vasyl Soloshchuk or schedule a call with one of our tech experts to learn more. See you on the innovation side!