fbpx

How to Avoid Overspending on Amazon Cloud

Technologies
5 December 2019

In this modern world of digital transformation—especially in fintech, where financial institutions are forced to adopt cloud for the sake of saving competitiveness with start-ups—overspending cloud budgets seem shocking. However, 58 percent of technology companies acknowledge overspending. Let's have a quick look at ways to optimize costs for fintechs as they adopt cloud.
Read Article

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.

Technologies
5 December 2019

How to Avoid Overspending on Amazon Cloud

by INSART

How to Avoid Overspending on Amazon Cloud

In this modern world of digital transformation—especially in fintech, where financial institutions are forced to adopt cloud for the sake of saving competitiveness with start-ups—overspending cloud budgets seem shocking. However,…
> Read Article
WealthTech Weekly
2 December 2019

WealthTech Weekly December 2, 2019

by INSART

WealthTech Weekly December 2, 2019

Wellington Management will use Artivest's open-architecture digital platform. eToro's new global investment portfolio is focused on foodtech. Interactive Brokers Group offers fractional shares of almost any US stock. Robinhood withdraws its bank charter…
> Read News
Expert Interviews
26 November 2019

Lennart Asshoff

Founder and CEO of Nucoro

by INSART

WealthTech Insights #75 with Lennart Asshoff. Take Control over Customer Acquisition Costs

Lennart Asshoff, founder and CEO of Nucoro, sees an opportunity for startups to work in the B2B sector through partnerships with banks and other large financial institutions. In our interview,…
> Read Interview
WealthTech Weekly
25 November 2019

WealthTech Weekly November 25, 2019

by INSART

WealthTech Weekly November 25, 2019

Pro.com partners with SoFi. RedBlack will provide Evoke Wealth with portfolio rebalancing and trading solutions. iCapital Network partners with PIMCO. Broadridge Financial Solutions purchased ClearStructure Financial Technology. Alchemy Technologies partners with Plaid. Wellington Management chose Artivest's…
> Read News
Technologies
21 November 2019

Problems that Waylay FinTech Platform Integration With Salesforce

by INSART

Problems that Waylay FinTech Platform Integration With Salesforce

CRMs enable FinTechs to systematize client information and allow clients to apply proper communication strategies. Salesforce is one of the most popular options out there. In the article, we go…
> Read Article
WealthTech Weekly
18 November 2019

WealthTech Weekly November 18, 2019

by INSART

WealthTech Weekly November 18, 2019

FastWealth partnered with DriveWealth. BridgeFT integrates and partners with AdvisorPeak. Smartleaf will optimize the back-office processes at First Western Trust Bank. WeInvest launched a new product. Envestnet|Tamarac and Flyer presented their integrated…
> Read News
Expert Interviews
12 November 2019

Joe Elsasser, CFP®

President and Founder of Covisum®

by INSART

WealthTech Insights #74 with Joe Elsasser. The Future of Financial Advisors Is Technology Augmented

In the next five to ten years, the role of the financial advisor—the human advisor—is going to be more and more technology augmented. With Joe Elsasser, CFP®, President and Founder…
> Read Interview
WealthTech Weekly
11 November 2019

WealthTech Weekly November 11, 2019

by INSART

WealthTech Weekly November 11, 2019

Infinex partners Jemstep. Bridge Financial Technology and Wealthbox CRM integrate and partner. AdvicePay and Valmark announced a new strategic partnership. StratiFi Technologies integrates with SS&C's Black Diamond Wealth Platform. Envestnet adds Yodlee FinApps…
> Read News
Guest Posts
7 November 2019

Best Interests for Advisors: Your Compliance Program’s Reality Check

by INSART

Best Interests for Advisors: Your Compliance Program’s Reality Check

Compliance norms change constantly. They change as business innovates and regulatory priorities and leadership shifts. Beth Haddock, Managing Partner at Warburton Advisers, discusses what new developments advisors should understand and…
> Read Article
WealthTech Weekly
4 November 2019

WealthTech Weekly November 4, 2019

by INSART

WealthTech Weekly November 4, 2019

Chalice and Succession Link are now both available through a single sign-on. TradeZero America has signed Apex Clearing to enhance its brokerage functions. eMoney integrates with TD Ameritrade Institutional’s Veo One. Tradier Brokerage…
> Read News
Expert Interviews
29 October 2019

Sean Brown

President and Chief Executive Officer at YCharts

by INSART

WealthTech Insights #73 with Sean Brown. How can WealthTech better enable Advisers?

With Sean Brown, President and Chief Executive Officer at YCharts, we discuss how the role of a financial advisor has changed and what WealthTech companies should offer them. Sean believes…
> Read Interview
WealthTech Weekly
28 October 2019

WealthTech Weekly October 28, 2019

by INSART

WealthTech Weekly October 28, 2019

WealthBar acquired Snap Projections. Human Interest partners with Zenefits. Timeline integrates with SS&C’s Black Diamond® Wealth Platform. iCapital Network and Schwab Advisor Services announced an expanded relationship. First Rate relaunches its OnPoint solution. InvestCloud released…
> Read News