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First Rate: The Right Balance between Customization and Core Functionality

Research and Analysis
17 January 2019

First Rate aims to help financial firms and institutions to grow, create transparency, and sustain long-term relationships with investors. With Craig Wietz, President, and Patrick Flaherty, Product Owner, we talked about First Rate and the products it offers, such as performance management and reporting.
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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.

Research and Analysis
17 January 2019

First Rate: The Right Balance between Customization and Core Functionality

First Rate helps wealth management companies grow, thrive as stewards of their clients' investments, and foster superior client relationships.
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Research and Analysis
15 January 2019

ActiFi: Fueling Success through Proven Process Management

ActiFi provides practice management solutions to financial institutions and financial advisory firms.
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WealthTech Weekly
14 January 2019

WealthTech Weekly January 14, 2019

by INSART

WealthTech Weekly January 14, 2019

Interactive Brokers is going to launch a new turnkey wealth management solution with Martsone. Mobile banking startup N26 raised $300 million in a Series D funding round. United Capital Financial Advisers introduced…
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Domain Knowledge
11 January 2019

Your Developers Need FinTech Knowledge—Or Everything will Take up to 50% Longer

by INSART

Your Developers Need FinTech Knowledge—Or Everything will Take up to 50% Longer

In technology companies, CTOs often believe that the main requirement for developers is technology expertise. Here, we discuss how having business and product knowledge helps software engineers not only create…
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Research and Analysis
10 January 2019

iCapital Network: A Technology Platform for Alternative Investments

iCapital Network is a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices and other sophisticated investors.
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Expert Interviews
9 January 2019

Andrew Rudd

CEO and chairman at Advisor Software (ASI)

by INSART

WealthTech Insights #45 with Andrew Rudd: Few Digital Advice Products Come Near what Individuals can Provide

Andrew Rudd, CEO and chairman at Advisor Software (ASI), shared his thoughts on up-to-date WealthTech trends, as well as how historical processes have shaped the current market conditions. ASI is…
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Research and Analysis
8 January 2019

Salesforce: A Unified Financial Services Experience To Help Advisory Teams Unlock Client Loyalty

Salesforce is a global cloud computing company that develops customer relationship management (CRM) solutions and provides business software on a subscription basis.
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WealthTech Weekly
31 December 2018

WealthTech Weekly December 31, 2018

by INSART

WealthTech Weekly December 31, 2018

iCapital Network has partnered with Rockefeller Capital Management. Wealthfront Advisers agreed to settle SEC’s claims for a $250,000 fine. Bank Of America improves the cash handling processes with a new blockchain patent. Advizr…
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WealthTech Weekly
24 December 2018

WealthTech Weekly December 24, 2018

by INSART

WealthTech Weekly December 24, 2018

A majority stake in WealthBar Financial Services to be acquired by CI Financial. DriveWealth partners with Avenue Securities. Lincoln Financial Group partners with eMoney Advisor and Redtail Technology. LifeYield provides its Social Security Advantage solution…
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Industry Overview
21 December 2018

A Moment Away From 2019: WealthTech Flashbacks

by INSART

A Moment Away From 2019: WealthTech Flashbacks

This year was full of great moments, meetings, partnerships, and breakthrough insights. Before we close this chapter and start the new one, it’s worth looking back at 2018 from the…
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Research and Analysis
20 December 2018

tastytrade and tastyworks: Be the Master of Your Fate With DIY Investing

tastyworks is a brokerage company providing an online trading platform that enables users to make investments in options, stocks, futures, and ETFs.
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Research and Analysis
18 December 2018

Capitect: Portfolio Personalization Made Easy

The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process for advisors.
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