WealthTech Insights #39 with Dave Miller: Being in Business is Becoming Increasingly Expensive

Experts Interviews
23 October 2018

With Dave Miller, founder and CEO at Portfolio Pathway, we discussed the fine points of both the industry and helping to run a successful business in wealth management. Dave shared his thoughts about pricing pressures, integrations, competition on the market, global trends, and other industry phenomena.
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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.

Experts Interviews
23 October 2018

Dave Miller

Founder and CEO at Portfolio Pathway, LLC

by INSART

WealthTech Insights #39 with Dave Miller: Being in Business is Becoming Increasingly Expensive

With Dave Miller, founder and CEO at Portfolio Pathway, we discussed the fine points of both the industry and helping to run a successful business in wealth management. Dave shared…
> Read Interview
WealthTech Weekly
22 October 2018

WealthTech Weekly October 22, 2018

by INSART

WealthTech Weekly October 22, 2018

Fidelity launches a new company conceived to trade cryptos and a new digital marketplace to help advisors deepen existing integrations. Envestnet | Yodlee Risk Insight Solutions will be integrated with Freddie…
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Research and Analysis
18 October 2018

Blooom: The Easiest Way to Build a 401k

Blooom is a financial technology firm that offers investment advice and portfolio management services through a web application.
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Research and Analysis
16 October 2018

Asset-Map: Sales and Education Financial Structure Visualization Tool

A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
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WealthTech Weekly
15 October 2018

WealthTech Weekly October 15, 2018

by INSART

WealthTech Weekly October 15, 2018

Last week, we saw many announcements of partnerships and integrations. TD Ameritrade introduced a new platform for financial investors. Robinhood launched its own trade-clearing system. Interactive Brokers now offers its PortfolioAnalyst tool…
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Research and Analysis
11 October 2018

AgentRisk: A Platform for High-Net-Worth Individuals with Active AI-based Trading Strategies

AgentRisk is an automated portfolio management & option strategies, all managed by AI.
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Research and Analysis
9 October 2018

Portfolio Pathway, LLC: A Digital Wealth-management Platform for Financial Advisors

Portfolio Pathway provides a web-based platform that encompasses portfolio management, rebalancing, trade order management, performance reporting and fee billing.
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WealthTech Weekly
8 October 2018

WealthTech Weekly October 8, 2018

by INSART

WealthTech Weekly October 8, 2018

DriveWealth has entered new business. Apex Clearing enables commission-free trading.  Finicity will share customer information with financial apps and services. The Wealthsimple Pension will help people to save for the future. Trustee Partners has rebranded…
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Experts Interviews
4 October 2018

Susan Glover

President at Susan Glover & Associates, LLC

by INSART

WealthTech Insights #38 with Sue Glover: Needs Should Define the Tech

Our next interview is with Sue Glover, a consultant for advisory companies. She has vast experience of working for different financial services companies in various positions. During the interview, Sue…
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Research and Analysis
2 October 2018

Tradier: Democratizing Brokerage Services using APIs

Tradier offers a set of fully hosted brokerage APIs for trading, investing, and digital advisor platforms.
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WealthTech Weekly
1 October 2018

WealthTech Weekly October 1, 2018

by INSART

WealthTech Weekly October 1, 2018

TD Ameritrade was fined $500k. RightCapital launches a white-labeled, native mobile app. BlackRock collaborates with Thomson Reuters to launch an ETF. FinMason partnered with Totum Risk to power intuitive graphs…
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Experts Interviews
27 September 2018

Aaron Klein

CEO of Riskalyze

by INSART

WealthTech Insights #37 with Aaron Klein: Risk Alignment to Help Make Investment Decisions

Continuing our series of interviews with industry leaders, I talked to Aaron Klein, CEO of Riskalyze. In the interview, we discussed the issues of risk assessment, how it can help…
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