WealthTech Cookbook.
Rebalancing Software Overview

WealthTech Cookbook
19 April 2018

Rebalancing software is an essential part of a typical wealth manager’s toolkit. In this article, we will guide you through the most popular rebalancing suites that offer advisors a range of features and benefits.
Read Article

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.

WealthTech Cookbook
19 April 2018

WealthTech Cookbook. Rebalancing Software Overview

by INSART

WealthTech Cookbook. Rebalancing Software Overview

Rebalancing software is an essential part of a typical wealth manager’s toolkit. In this article, we will guide you through the most popular rebalancing suites that offer advisors a range…
> Read Article
Industry Overview
17 April 2018

Open APIs as the Key to Growth in WealthTech

by INSART

Open APIs as the Key to Growth in WealthTech

Open APIs are having a significant impact upon the entire wealth management industry. With leaders of DriveWealth, MyVest, Trizic, Vestwell, Folio Institutional, Hydrogen, we discussed the API landscape and the…
> Read Article
WealthTech Cookbook
12 April 2018

WealthTech Cookbook. Risk Profiling

by INSART

WealthTech Cookbook. Risk Profiling

Evaluating the risk level that is suitable for an investor is crucial for providing suitable investment advice. Here, we are looking in detail at how investors’ responses may be analyzed…
> Read Article
WealthTech Cookbook
5 April 2018

WealthTech Cookbook. Portfolio Management Component. Part 2

by INSART

WealthTech Cookbook. Portfolio Management Component. Part 2

We discuss the most important parts of investment portfolio management, such as investor profiling and the questionnaires this is based on; building an investment strategy and choosing an asset allocation,…
> Read Article
WealthTech Cookbook
29 March 2018

WealthTech Cookbook: Portfolio Management Component

by INSART

WealthTech Cookbook: Portfolio Management Component

Here, we discuss first steps of the portfolio management process, i.e. creating questionnaires, investor profiling, and building investment strategies. You can find some recommendations concerning related issues and examples of…
> Read Article
WealthTech Cookbook
26 March 2018

WealthTech Cookbook: How to Build Comprehensive Wealth Management Software

by INSART

WealthTech Cookbook: How to Build Comprehensive Wealth Management Software

We are starting a new series of articles called “WealthTech Cookbook” in which we intend to discuss all the main components of wealth management software platforms, including digital and robo-advisors.
> Read Article
Research and Analysis
7 March 2018

Enterprise Wealth Management with MyVest: Successful Business with a Human Touch

MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
> Read Research
Industry Overview
1 March 2018

Big Data Analytics and Artificial Intelligence in WealthTech Software

by INSART

Big Data Analytics and Artificial Intelligence in WealthTech Software

Will wealth managers be able to find financial decisions that are most appropriate to their customers? We have spoken to a number of industry experts and gained an insight into…
> Read Article
Industry Overview
22 February 2018

Digital and Robo in Wealth Management: What’s the Difference?

by INSART

Digital and Robo in Wealth Management: What’s the Difference?

During our ongoing discussions with top-notch industry leaders who are reshaping the wealth management landscape, we often touch on digital advice. Here, we present some of our picks in terms…
> Read Article
Industry Overview
15 February 2018

Wealth Management: Looking into the Industry’s Future

by INSART

Wealth Management: Looking into the Industry’s Future

We continue to explore the changing landscape of wealth management by gathering opinions of industry influencers regarding the future of the WealthTech sector. What will the industry look like in…
> Read Article
Research and Analysis
13 February 2018

AdvisoryWorld: Technology Investment Professionals Cannot do Without

AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
> Read Research
Research and Analysis
8 February 2018

PlanPlus: Goal-based Financial Planning with Ease

PlanPlus is an Ontario-based provider of a high-quality multilingual goal-based financial planning software. PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global in 2017.
> Read Research