wikifolio.com: Not Advice, but Orientation for Investors

Research and Analysis
14 August 2018

wikifolio.com is a Vienna-based FinTech startup that develops an online platform for investment strategies and aims to combine investing money and the principles of social media. Andreas Kern, CEO, shared details about the company.
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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
14 August 2018

wikifolio.com: Not Advice, but Orientation for Investors

Wikifolio is an Austria-based online platform for investment strategies of traders and asset managers.
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Research and Analysis
9 August 2018

ActiveAllocator: Digital Asset Allocation Platform with Technology-Enabled Customized Advice

ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.
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Experts Interviews
7 August 2018

Gerard Michael

Cofounder and president at Smartleaf.

by INSART

WealthTech Insights #31 with Jerry Michael: Financial Advisors Moving Towards Life Coaching

With Jerry Michael, president of Smartleaf, we discussed how robo-advisory solutions impact the services that financial advisors offer, why calendar-based rebalancing are becoming inefficient, and whether robos may replace human…
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Research and Analysis
2 August 2018

Hydrogen’s REST APIs: Sophisticated FinTech Apps Made Simple

The Hydrogen platform features powerful REST APIs with modules built for fintech.
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Experts Interviews
31 July 2018

Lori Hardwick

Founder and President at AI Labs

by INSART

WealthTech Insights #30 with Lori Hardwick: How to Build a Strong Network in the Industry

Lori Hardwick is a prominent leader in financial services with over 25 years of experience in the industry. With Lori, we discussed trends, problems, and opportunities in the industry, and…
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Research and Analysis
26 July 2018

Smartleaf: Automating Rebalancing to Empower Financial Advisors

Smartleaf is a rebalancing and portfolio management platform that empowers advisors to deliver more to their clients.
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Research and Analysis
24 July 2018

Emotomy: Value Delivery Chain from A to Z

Emotomy is helping financial advisors build, manage and market their own investment strategies.
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WealthTech Cookbook
17 July 2018

WealthTech Cookbook. Financial Planning Tools

by INSART

WealthTech Cookbook. Financial Planning Tools

Continuing the WealthTech Cookbook series, we turn our attention to financial planning. In the article, we cover the main steps of the financial planning process and review the landscape of…
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Research and Analysis
10 July 2018

Advisor Innovation Labs: A New Approach to Financial Services

AI Labs develops FinTech solutions that help financial advisors improve the way they work with their clients
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Experts Interviews
5 July 2018

Lowell Putnam

Cofounder and CEO at Quovo

by INSART

WealthTech Insights #29 with Lowell Putnam: Automated Solutions Eliminate the Human Component

With Lowell Putnam, co-founder and CEO at Quovo, we discussed trends disrupting the wealth-management industry, peculiarities of working with FinTech startups and financial enterprises, and expectations about the industry’s future.
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Research and Analysis
3 July 2018

Advicefront: The Platform for Financial Advisors with Their Clients in Mind

AdviceFront is an investment platform for independent financial advisors. It is based on algorithmic investing and behavioral side of financial advice.
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Research and Analysis
26 June 2018

WealthBar: Stress-free Online Investment

WealthBar provides online financial advisory, investment management, and financial planning tools to investors.
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