Data is the foundation of wealth management, but businesses are finding it difficult to use their datasets to their full potential in the current digital environment.
After completing a Series A fundraising round, California-based NewRetirement, which provides a platform for financial planning and wellbeing, has secured a $20 million investment.
Belong, a trailblazing platform that builds wealth, has come out of stealth mode, creating a new standard for industry entrepreneurs.
In collaboration with Morningstar, PIMFA WealthTech has launched its newest Tech Sprint, allowing FinTech companies to showcase their innovative solutions.
The dynamic world of wealth management is changing, especially in Switzerland and other parts of the world, due to the combination of cutting-edge technology and first-rate customer care.
Leading provider of digital pensions Penfold has formally announced the launch of its next crowdfunding campaign, which is a noteworthy achievement given its remarkable run of growth.
Providing advisers with seamless access to custodial data is one of wealth firms' major problems. This is a key component of how WealthTech may enable financial advisors to provide customers with the best possible service—not merely a technological challenge.
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