The coming decade will witness an unprecedented shift of trillions of assets to the generations that follow the baby boomers. Ian Woodhouse, head of strategy …
UP Fintech expands into the wealth management space April 3, 2020 Patrick Brusnahan Ortec Finance Launches Goal-based Financial Planning Solution
Ortec Finance, a market-leading provider of quantitative modeling software for the global wealth management sector, has launched its goal-based financial planning software – OPAL — …
The Gains for Robo Advice and Beyond
By Theodore N. Krintas, PhD, Executive Vice President, Profile Software. Regulatory changes and the emergence of digital entrants into the wealth management space have indeed …
Offering technology-led, bespoke service in HNWI and Affluent banking
Clients in wealth management – independent of the wealth segment – do have a preference for bespoke service, individually tailored to their needs. However, the …
Fintech industry needs tools to select the right data for clients
Data management is the main challenge for the Fintech industry. Technological developments should consider modular and scalable solutions for companies and usable and easy interfaces …