Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.
A high-tech/smart-touch approach positions advisors to educate investors, provide highly personalized advice and reduce frictions through regular, seamless client communications.
Moats are static and history is filled with stories of well-fortified castles that fell to conquerors who simply redesigned their tactics and enhanced their weaponry.
As cryptocurrencies came more into the mainstream for investors and advisors, wealthtech firms popped up to help them manage this unfamiliar territory.
Digital ecosystems with their data lakes, micro services and new forms of user experience and design represent both freedom and a new way of thinking for advisors.
