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iQuantifi: A Distinctive Robo-Planner to Help People Achieve Their Goals

Research and Analysis
15 November 2018

iQuantifi is an easy-to-use app that automates the entire financial planning process. The unique goal prioritization algorithm is their intellectual property technology solving the issue of prioritizing multiple goals. I met with Founder and CEO Tom White to discuss iQuantifi’s product and team, their unique goal prioritization mechanism, and what people expect today from robo-planning platforms.
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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
15 November 2018

iQuantifi: A Distinctive Robo-Planner to Help People Achieve Their Goals

iQauntifi is a virtual financial advisor that contract with financial institutions to help their clients identify, prioritize and achieve their financial goals.
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Research and Analysis
14 November 2018

GuidedChoice: Nobel Prize Winning Portfolio-Management Software

GuidedChoice is an independent advisory firm focused on helping people retire.
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Experts Interviews
13 November 2018

Alan Illing

CTO, Head of Technology at Bridge FT

by INSART

WealthTech Insights #42 with Alan Illing: How the Tech Revolution is Shaping the Future of FinTech

Our series of expert insights continues with Alan Illing, CTO and head of technology at Bridge FT. In my interview with Alan, I learned a lot about his view on…
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WealthTech Weekly
12 November 2018

WealthTech Weekly November 12, 2018

by INSART

WealthTech Weekly November 12, 2018

Empower Retirement plans to launch a new platform. GPS Wealth Management implemented Riskalyze. iCapital Network has got a strategic investment from JPMorgan Chase & Co.  AlphaCore Technologies releases a FinTech tool for intelligent investing.…
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Research and Analysis
8 November 2018

Docupace: Secure Digital Operations Platform for Broker-Dealers

Docupace Technologies is the provider of secure and compliant electronic processing solutions for financial services firms and their advisors.
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Research and Analysis
7 November 2018

FinFolio: A Perfect Blend of Trading, Wealth Management, and Material Design

FinFolio is a software company that provides professional investment management software to investment advisors and money managers.
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WealthTech Weekly
5 November 2018

WealthTech Weekly November 5, 2018

by INSART

WealthTech Weekly November 5, 2018

Australian IRESS launches a new client portal to improve client engagement. SigFig launches new advisor-focused platform with “coaching” tools. Marstone announced the launch of BlackRock Model Portfolio Solutions on its platform. eMoney Advisor…
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Research and Analysis
1 November 2018

CircleBlack: Sophisticated Data Hub with On-Demand Integrations

CircleBlack is a wealth management platform designed with investors' and advisors' needs in mind.
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Research and Analysis
1 November 2018

Bridge FT: Back-Office Automation for Smart RIAs

BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
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Research and Analysis
31 October 2018

Oranj: The Complete Ecosystem for Financial Advisors

Oranj is focused on creating the best digital experience for enabling financial advisers to help clients effectively manage their financial lives and personal goals.
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Experts Interviews
30 October 2018

Chris Costello

Cofounder, Chairman at blooom

by INSART

WealthTech Insights #41 with Chris Costello: Rebalancing and Revamping the FinTech Industry

With Chris Costello, cofounder and chairman of blooom, we discussed the current trends in financial technology, how rebalancing and tax optimization play a role in software development, and the underlying…
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WealthTech Weekly
29 October 2018

WealthTech Weekly October 29, 2018

by INSART

WealthTech Weekly October 29, 2018

DriveWealth partners with Verrency. Vestmark partners with Oranj. SS&C Technologies integrates ERS with its TRAC. SEI integrates with Advizr's financial planning tool. Advyzon integrates with Schwab OpenView Gateway. Riskalyze integrates with MyRepChat. Wealthfront offers retirement…
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