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WealthTech Weekly May 25, 2020

WealthTech Weekly
25 May 2020

Smarsh is to acquire Entreda. SS&C Technologies has acquired Innovest Systems. AdvicePay has an agreement with LPL Financial. EquityZen partners with Addepar. DriveWealth has an agreement with Access Softek. Raymond James, Scopus Financial Group, Regal Financial Group, and InvestorCOM provide a webinar on compliance challenges during COVID-19.
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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.

WealthTech Weekly
25 May 2020

WealthTech Weekly May 25, 2020

by INSART

WealthTech Weekly May 25, 2020

Smarsh is to acquire Entreda. SS&C Technologies has acquired Innovest Systems. AdvicePay has an agreement with LPL Financial. EquityZen partners with Addepar. DriveWealth has an agreement with Access Softek. Raymond James, Scopus Financial Group,…
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Research and Analysis
19 May 2020

InvestorCOM: Why Wealth Management Needs RegTech

InvestorCOM is a provider of regulatory compliance software and communications solutions.
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WealthTech Weekly
18 May 2020

WealthTech Weekly May 18, 2020

by INSART

WealthTech Weekly May 18, 2020

Xtiva raises $10 million. iCapital Network acquired Artivest. Goldman Sachs plans to buy Folio Financial. FIDx partners with RetireOne. Smartleaf is partnering with IDX Insights. Twenty Over Ten integrates with…
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Industry Overview
14 May 2020

Rebalancing and Trading Tools Overview: Part 2

by INSART

Rebalancing and Trading Tools Overview: Part 2

Rebalancing software, one of the most important tools for financial advisors, helps advisors retain clients’ asset allocation and protect them from undesirable risks. We continue our overview of popular rebalancing…
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Industry Overview
12 May 2020

Top Rebalancing and Trading Tools Overview

by INSART

Top Rebalancing and Trading Tools Overview

Rebalancing software is considered one of the most influential forms of WealthTech technology because it is used on a regular basis to readjust levels of asset allocation and protect investors…
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Research and Analysis
12 May 2020

Docupace: New Solutions and Integrations to Reduce Clients’ Overhead and Increase Productivity

Docupace Technologies is the provider of secure and compliant electronic processing solutions for financial services firms and their advisors.
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WealthTech Weekly
11 May 2020

WealthTech Weekly May 11, 2020

by INSART

WealthTech Weekly May 11, 2020

Franklin Resources acquired AdvisorEngine. Entreda joined the Preferred Pricing Program of FINRA. Winston Wealth Advisors joins LPL. AdvicePay launches a new capability for Enterprises. Twenty Over Ten launches the Lead Pilot ambassador…
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Industry Overview
7 May 2020

Portfolio Management Tools Overview: Part 2

by INSART

Portfolio Management Tools Overview: Part 2

It's vital to know the whole wealth management ecosystem and partner with the leading providers in every category. We continue presenting the best portfolio management software that is available on…
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Industry Overview
5 May 2020

Top Portfolio Management Tools Overview

by INSART

Top Portfolio Management Tools Overview

In this pick, you can find the top ten best portfolio management tools in 2020 by the T3 report, with the most noticeable information about them included.
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WealthTech Weekly
4 May 2020

WealthTech Weekly May 4, 2020

by INSART

WealthTech Weekly May 4, 2020

Docupace secured a growth equity investment from FTV Capital. LPL Financial plans to acquire Lucia Securities. eMoney is forming a strategic partnership with Allianz Life. LendingTree announced a strategic investment in…
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Industry Overview
30 April 2020

Top WealthTech Influencers to Follow in 2020

by INSART

Top WealthTech Influencers to Follow in 2020

At the age of market turbulence, it’s important to gain advice from authoritative sources that are relevant to your business needs. This pick of influencers is here to help you…
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Industry Overview
28 April 2020

Overview of Popular CRM Software for Financial Advisors. Part 2

by INSART

Overview of Popular CRM Software for Financial Advisors. Part 2

CRM is a business-management component that helps financial advisors and firms handle their day-to-day operations on the personal relationship front and see what factors lead to success and help advisors…
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