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WealthTech Regulatory Aspects Explained: What Should Startups Keep in Mind

WealthTech Regulatory Aspects Explained: What Should Startups Keep in Mind

Let's outline the basics about regulations that every WealthTech executive should be aware of. Learn the main regulations and bodies to deal with to start a new business, what activities…

How to Win Advisors’ Loyalty and not Break the System?

How to Win Advisors’ Loyalty and not Break the System?

How to build efficient and useful WealthTech software? Should you add as many features as possible or add every feature requested by clients? Do financial advisors need a whole bunch…

Bridging Product and Engineering Teams in WealthTech

Bridging Product and Engineering Teams in WealthTech

The WealthTech industry evolves much more dynamically compared to other areas. What should teams do to efficiently collect all necessary information about their tasks and stay in sync with the…

A Moment Away From 2019: WealthTech Flashbacks

A Moment Away From 2019: WealthTech Flashbacks

This year was full of great moments, meetings, partnerships, and breakthrough insights. Before we close this chapter and start the new one, it’s worth looking back at 2018 from the…

Open APIs as the Key to Growth in WealthTech

Open APIs as the Key to Growth in WealthTech

Open APIs are having a significant impact upon the entire wealth management industry. With leaders of DriveWealth, MyVest, Trizic, Vestwell, Folio Institutional, Hydrogen, we discussed the API landscape and the…

Big Data Analytics and Artificial Intelligence in WealthTech Software

Big Data Analytics and Artificial Intelligence in WealthTech Software

Will wealth managers be able to find financial decisions that are most appropriate to their customers? We have spoken to a number of industry experts and gained an insight into…

Digital and Robo in Wealth Management: What’s the Difference?

Digital and Robo in Wealth Management: What’s the Difference?

During our ongoing discussions with top-notch industry leaders who are reshaping the wealth management landscape, we often touch on digital advice. Here, we present some of our picks in terms…

Wealth Management: Looking into the Industry’s Future

Wealth Management: Looking into the Industry’s Future

We continue to explore the changing landscape of wealth management by gathering opinions of industry influencers regarding the future of the WealthTech sector. What will the industry look like in…

Automation, Integration, or Innovation? Setting Priorities in WealthTech

Automation, Integration, or Innovation? Setting Priorities in WealthTech

Each financial company has decided to use technology in the way that suits its business the most, putting emphasis on one of several pillars of progress—i.e., automation, integration, and innovation.…

Challenges: Yet Another Opportunity for WealthTech to Rise

Challenges: Yet Another Opportunity for WealthTech to Rise

Wealth management has seen the tremendous transformation over the past decade, but this has also come with a number of challenges. With so many market players leveraging the power of…