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WealthTech Weekly June 14, 2021

WealthTech Weekly
14 June 2021

Panoramix, an innovative advisor technology platform, announced a technology integration with FeeX, a leading fintech solution that allows advisors to trade, manage, and bill on held away accounts through a single platform without triggering custody. ETX Capital Launches Zero-Commission Stock CFD Trading.
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About Us

WealthTech Club for FinTech experts allows you to be aware of challenges, drivers, and trends in FinTech.

Here, you can find the latest analyses of leading FinTech companies and principles that underlie their success in terms of the technology and business ecosystem.

Our discussions with industry experts guide you through upcoming changes in approaches to financial software development.

WealthTech Weekly
14 June 2021

WealthTech Weekly June 14, 2021

by INSART

WealthTech Weekly June 14, 2021

Panoramix, an innovative advisor technology platform, announced a technology integration with FeeX, a leading fintech solution that allows advisors to trade, manage, and bill on held away accounts through a…
> Read News
Expert Interviews
10 June 2021

Eric Poirier

Eric Poirier is CEO of Addepar, a wealth management…

by INSART

4 Questions with Eric Poirier, CEO of Addepar

Addepar is a wealth management platform for investment advisors specializing in data aggregation, analytics, and portfolio reporting. It is the financial operating system used to bring common sense and ethical,…
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WealthTech Weekly
7 June 2021

WealthTech Weekly June 7, 2021

by INSART

WealthTech Weekly June 7, 2021

Digital alternative investing platform Yieldstreet has raised $100 million in a Series C funding round led by Tarsadia Investments. EveryAction announced that it has acquired Salsa Labs, one of the largest…
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WealthTech Weekly
31 May 2021

WealthTech Weekly May 31, 2021

by INSART

WealthTech Weekly May 31, 2021

Investing app Acorns to go public through a blank-check merger valued at $2.2 billion. FreedomPay and JP Morgan support omnichannel solutions. Wealthify partners with Tink on payment initiation. Pipe, a fintech which…
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Industry Overview
27 May 2021

What Have You Missed When Developing Fintech Products Remotely?

by INSART

What Have You Missed When Developing Fintech Products Remotely?

The world in the new reality will never be the same as before the pandemic. The Fintech market was also affected by the crisis, with many companies that managed to…
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WealthTech Weekly
24 May 2021

WealthTech Weekly May 24, 2021

by INSART

WealthTech Weekly May 24, 2021

Smarsh is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams. Cetera has collaborated with Docupace and AdvicePay. Vise raised $65 million in a Series C funding round. 
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WealthTech Weekly
17 May 2021

WealthTech Weekly May 17, 2021

by INSART

WealthTech Weekly May 17, 2021

ETX Capital acquired Oval. AdvisorEngine and Fidelity Investments are rolling out deeper integrations. MoneyLion announced a partnership with insurance broker NFP. KB Financial Companies, LLC has recently appointed Julie Straley and Richard Rankin.
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Research and Analysis
12 May 2021

Bambu: Building a Startup Is Like Being Thrown out of a Plane Without a Parachute

Bambu develops digital wealth management solutions for financial institutions that help their users save and invest for the future.
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WealthTech Weekly
10 May 2021

WealthTech Weekly May 10, 2021

by INSART

WealthTech Weekly May 10, 2021

FMG Suite and its recently acquired brand Twenty Over Ten announced the launch of new tools. Lifeworks Advisors has acquired Aimvest Technologies. Cetera snags $2.4 billion team from MassMutual. RIA in a Box has…
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Research and Analysis
6 May 2021

d1g1t: Financial Advisors Continue to Be Irreplaceable

d1g1t provides an enterprise wealth management platform powered by institutional-grade analytics & risk management tools that enables firms to elevate the quality of advice & demonstrate its value to clients.
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Guest Posts
4 May 2021

AdvisorEngine’s Schwab Integration: A conversation with the leadership

by INSART

AdvisorEngine’s Schwab Integration: A conversation with the leadership

AdvisorEngine announced the completion of the integration with Schwab Advisor Center. Here’s what AdvisorEngine leadership had to say about this announcement.
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WealthTech Weekly
3 May 2021

WealthTech Weekly May 3, 2021

by INSART

WealthTech Weekly May 3, 2021

CogniCor announced the launch of three new digital assistant modules. Andes Wealth Technologies announced the release of an integrated, comprehensive, and powerful client onboarding and communication platform. 
> Read News