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WealthTech Insights #55 with Kendrick Wakeman. Providing Value Through Financial Clarity For Every Client

Expert Interviews
21 March 2019

How to create a platform that streamlines advisors’ workflows and doesn’t require clients to have degrees in finance? With with Kendrick Wakeman, CEO at FinMason, we discussed how to make financial reports clear for an average person.
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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
21 March 2019

Kendrick Wakeman

Founder & CEO at FinMason

by INSART

WealthTech Insights #55 with Kendrick Wakeman. Providing Value Through Financial Clarity For Every Client

How to create a platform that streamlines advisors’ workflows and doesn’t require clients to have degrees in finance? With with Kendrick Wakeman, CEO at FinMason, we discussed how to make…
> Read Interview
Research and Analysis
19 March 2019

Laserfiche: Smart Content Management and Automation for Faster Scaling

Laserfiche is the private Enterprise Content Management (ECM) software development company.
> Read Research
WealthTech Weekly
18 March 2019

WealthTech Weekly March 18, 2019

by INSART

WealthTech Weekly March 18, 2019

Itiviti launches unified offering following merger with Ullink. Stash launches a rewards program to bridge banking and investing. Entreda launches Unify 360 Concierge Service for cybersecurity. Wealthsimple launched a commission-free stock-trading mobile app. Oranj…
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Research and Analysis
14 March 2019

MacroRisk Analytics: The Formula 1 of Risk Analysis

MacroRisk Analytics is a risk management platform that allows financial advisors to see the affect that the economy has on the price of assets in their clients’ portfolios.
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Research and Analysis
12 March 2019

FinMason: Redefining the Power of Analytics

FinMason is the independent investment analytics engine for financial services platforms.
> Read Research
WealthTech Weekly
11 March 2019

WealthTech Weekly March 11, 2019

by INSART

WealthTech Weekly March 11, 2019

Chalice Financial Network forms a strategic partnership with Orion Advisor Services. TS collaborates with BIDS Trading and releases the QUO platform for managing investments. Axos Securities acquired WiseBanyan Holding and its subsidiaries. AssetMark…
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Expert Interviews
7 March 2019

Mark Kritzman

CEO at Windham Labs

by INSART

WealthTech Insights #54 with Mark Kritzman. Big Data and Analysis: Innovation vs. Convention

Can big data beat out theoretical models? Does robo risk analysis work in the real world? With Mark Kritzman, CEO at Windham Labs, we discussed where big data fits in…
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Research and Analysis
5 March 2019

Nest Wealth: Canada’s Top Digital Wealth-Management Platform

Nest Wealth provides investment management services.
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WealthTech Weekly
4 March 2019

WealthTech Weekly March 4, 2019

by INSART

WealthTech Weekly March 4, 2019

AdvisorBid launches public profiles for all registered investment advisors. Envestnet Insurance Exchange is entering its pilot phase with financial advisors. AssetMark integrates Redtail data with its platform to simplify the client onboarding…
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Expert Interviews
28 February 2019

Evan Kulak

Co-founder of Polaris Portfolios

by INSART

WealthTech Insights #53 with Evan Kulak: The Era of Fee Transparency

I spoke to Evan Kulak, cofounder of Polaris Portfolios. Evan explained to me how the fee model that advisors use is flawed and how this may change the face of…
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Research and Analysis
26 February 2019

MoneyGuidePro: Financial Planning is Never Static

PIEtech, Inc. develops financial planning software for financial advisors in financial services industry. It offers MoneyGuidePro, an Internet-based financial planning software.
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WealthTech Weekly
25 February 2019

WealthTech Weekly February 25, 2019

by INSART

WealthTech Weekly February 25, 2019

Portfolio Pathway partners with Shareholders Service Group. Vestwell partnered with OnPay. United Capital’s FinLife Partners has now 85 firms nationwide. Broadridge Financial Solutions released a study about communications with advisors.…
> Read News