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WealthTech Insights #64 with Walter Vester. How an AI-Empowered Crisis Signal Can Improve Wealth-Management Services

Expert Interviews
13 June 2019

Technologies were invented to empower humans to do something beyond their natural abilities. If WealthTech can deliver such differentiated services, advisors will get the perfect mixture of robo and human powers. With Walter Vester, CEO at Huygens Capital, we discuss how AI can signal crises before they start and end.
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About Us

WealthTech Club allows you to be aware of challenges, drivers, and trends in wealth management.

Here, you can find the latest analyses of leading WealthTech 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.

Expert Interviews
13 June 2019

Walter Vester

CEO at Huygens Capital

by INSART

WealthTech Insights #64 with Walter Vester. How an AI-Empowered Crisis Signal Can Improve Wealth-Management Services

Technologies were invented to empower humans to do something beyond their natural abilities. If WealthTech can deliver such differentiated services, advisors will get the perfect mixture of robo and human…
> Read Interview
Research and Analysis
11 June 2019

Advyzon: Scalable, All-in-One Wealth Management that Runs on the Cloud

Advyzon is the integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.
> Read Research
WealthTech Weekly
10 June 2019

WealthTech Weekly June 10, 2019

by INSART

WealthTech Weekly June 10, 2019

FinMason partnered with Silver Wealth Technologies. Panoramix integrates with Wealthbox. Docupace and WalkMe announced a strategic partnership. Broadridge launches a new blockchain-based shareholder disclosure platform in Europe. Advisor Group completed its 4th annual Wealth…
> Read News
Expert Interviews
6 June 2019

Keith Gregg

Founder, Chairman, and CEO of Chalice Wealth Partners

by INSART

WealthTech Insights #63 with Keith Gregg. What Trends Will We See in the Finance World over the Next 10 Years?

With Keith Gregg, Founder, Chairman, and CEO of Chalice Wealth Partners, we discuss how the demographic shift is affecting advisors. While clients are getting increasingly younger, the aging population of…
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Expert Interviews
5 June 2019

Eric Clarke

Founder and CEO of Orion Advisor Services

by INSART

WealthTech Insights #62 with Eric Clarke. Overcoming Tech and Business Challenges: Best Practices for Financial Advisors

With Eric Clarke, founder and CEO of Orion Advisor Services, we discuss what advantages technologies give to advisors today. Eric explains what advisors should question when choosing technologies for their…
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Research and Analysis
4 June 2019

Huygens Capital: Tactical B2C Robo-Advisor

Huygens is a tactical robo-advisor and liquid alternative investment manager.
> Read Research
WealthTech Weekly
3 June 2019

WealthTech Weekly June 3, 2019

by INSART

WealthTech Weekly June 3, 2019

Aegon Growth Capital Fund purchased 25 percent of the shares in RISK Verzekeringen. Social Finance (SoFi) is in the final stages of securing $500 million from the Qatar Investment Authorit.…
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Research and Analysis
30 May 2019

OpenInvest: Perfecting Impact Investing

OpenInvest is a Public Benefit Corporation (PBC) dedicated to using technology to bring honesty and transparency to financial services.
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Research and Analysis
29 May 2019

Orion Advisor Services: Innovative and Integrated Advisor Solutions

Orion Advisor Services is a privately held portfolio accounting service bureau for financial advisors.
> Read Research
Research and Analysis
28 May 2019

Chalice Financial Network: A Community of Advisors Built by Advisors

The Chalice Financial Network™ is a community dedicated to solving the unique challenges faced by independent financial advisors and entrepreneurs in America.
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WealthTech Weekly
27 May 2019

WealthTech Weekly May 27, 2019

by INSART

WealthTech Weekly May 27, 2019

Asset-Map integrates with Orion. Broadridge acquires Canadian RPM Technologies. Capitect integrates with RightCapital. Wealthsimple raised $75 million. Vestmark's Adhesion Wealth connects advisors and asset managers. Waddell & Reed launched WaddellONE technology to its advisors.
> Read News
Expert Interviews
23 May 2019

Michael Kitces

Partner and Director of Wealth Management at Pinnacle…

by INSART

WealthTech Insights #61 with Michael Kitces. Why Big Data and Blockchain Won’t Affect the Average Advisor

Using behavior analytics to predict user behavior and select more accurate financial strategies has been a hot topic in recent years. But Michael Kitces says that when it’s applied to…
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