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d1g1t: Financial Advisors Continue to Be Irreplaceable

Research and Analysis
6 May 2021

In this interview, Dr. Dan Rosen, CEO and co-founders of d1g1t, unveils the history of the company, its current focus, and industry trends.
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About Us

WealthTech Club for FinTech experts allows you to be aware of challenges, drivers, and trends in FinTech.

Here, you can find the latest analyses of leading FinTech 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
6 May 2021

d1g1t: Financial Advisors Continue to Be Irreplaceable

d1g1t provides an enterprise wealth management platform powered by institutional-grade analytics & risk management tools that enables firms to elevate the quality of advice & demonstrate its value to clients.
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Guest Posts
4 May 2021

AdvisorEngine’s Schwab Integration: A conversation with the leadership

by INSART

AdvisorEngine’s Schwab Integration: A conversation with the leadership

AdvisorEngine announced the completion of the integration with Schwab Advisor Center. Here’s what AdvisorEngine leadership had to say about this announcement.
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WealthTech Weekly
3 May 2021

WealthTech Weekly May 3, 2021

by INSART

WealthTech Weekly May 3, 2021

CogniCor announced the launch of three new digital assistant modules. Andes Wealth Technologies announced the release of an integrated, comprehensive, and powerful client onboarding and communication platform. 
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News
28 April 2021

PayTech Round-Up April 28, 2021

by INSART

PayTech Round-Up April 28, 2021

Payment processing company Candex has raised a new $20 million Series A funding round. 121 Financial Credit Union Selects NCR Digital Banking for Consumers and NCR Digital Banking for Business. Read…
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Research and Analysis
27 April 2021

ForwardLane: Innovators and Investors Have an Acute Interest in Technologies

ForwardLane is a B2B cognitive finance company that builds enterprise-scale strategic AI solutions for private wealth management, asset management and insurance.
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WealthTech Weekly
26 April 2021

WealthTech Weekly April 26, 2021

by INSART

WealthTech Weekly April 26, 2021

CircleBlack has teamed up with Robertson Stephens in the launch its wealth management digital hub. Sequoia Financial Group and WEALTHSTONE ADVISORS announced they have entered into a definitive agreement to merge their…
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News
21 April 2021

PayTech Round-Up April 21, 2021

by INSART

PayTech Round-Up April 21, 2021

Payment Approved Technologies has acquired Optima Compass Group. Zilch, a London, UK-based Buy Now, Pay Later (BNPL) startup, raised $80M in series B funding round.
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Research and Analysis
20 April 2021

Skience: The Industry Is Rapidly Transforming

Skience delivers innovative digital strategies and solutions that transform businesses.
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WealthTech Weekly
19 April 2021

WealthTech Weekly April 19, 2021

by INSART

WealthTech Weekly April 19, 2021

GCF Valuation announced the launch of FinVal. Skience appointed Chris Zuczek to the newly-created role of Chief Product Officer. Retail investing surged in Q1 according to new data released from DriveWealth. 
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News
14 April 2021

PayTech Round-Up April 14, 2021

by INSART

PayTech Round-Up April 14, 2021

Gemini has selected ComplyAdvantage’s hyperscale platform for anti-money laundering risk management. DocuPhase acquires payments technology company, Clearwater Payments. Ziglu has launched Bitcoin Boost. Splitit partners with UnionPay to offer cardholders instalment payments.
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Research and Analysis
13 April 2021

Kingswood U.S.: The Script Has Flipped – Advisors Ask to Offer More Varied Investment Strategies

A network of wealth management firms that oversees more than $2.1 billion in client assets.
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WealthTech Weekly
12 April 2021

WealthTech Weekly April 12, 2021

by INSART

WealthTech Weekly April 12, 2021

Lifeworks Advisors launched a new thought leadership video podcast series – The Future of Advice™. Acorns has acquired Pillar, an AI-powered startup. Apella Capital announced that Calandra Financial has joined the firm.
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