Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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New GenAI-driven technologies can help wealth management firms enhance their customer understanding, streamline operations and deliver more personalized and effective services.
Michael Conway shares how advisors at his firm, Conway Wealth, prioritize a deep understanding of each client’s values and put health and well-being at the center of the planning conversation.
The global market was roiled over the weekend following Friday’s lackluster US jobs report and the biggest crash of Japanese equities in over a decade.
A new all-in-one tech stack includes components of Wealthscape, eMoney, and Advyzon, while an advisory bundle includes Wealthscape, eMoney and FMAX Essentials, a slimmed down version of FMAX.
VC firm Canvas Ventures led the latest funding round. CEO Ritik Malhotra says the firm will use the money to expand Savvy’s software suite and strengthen its product and development team.
