WealthTech Cookbook. Rebalancing Software Overview

WealthTech Cookbook. Rebalancing Software Overview

Rebalancing software is an essential part of a typical wealth manager’s toolkit. In this article, we will guide you through the most popular rebalancing suites that offer advisors a range…

WealthTech Cookbook. Risk Profiling

WealthTech Cookbook. Risk Profiling

Evaluating the risk level that is suitable for an investor is crucial for providing suitable investment advice. Here, we are looking in detail at how investors’ responses may be analyzed…

WealthTech Cookbook. Portfolio Management Component. Part 2

WealthTech Cookbook. Portfolio Management Component. Part 2

We discuss the most important parts of investment portfolio management, such as investor profiling and the questionnaires this is based on; building an investment strategy and choosing an asset allocation,…

WealthTech Cookbook: Portfolio Management Component

WealthTech Cookbook: Portfolio Management Component

Here, we discuss first steps of the portfolio management process, i.e. creating questionnaires, investor profiling, and building investment strategies. You can find some recommendations concerning related issues and examples of…

WealthTech Cookbook: How to Build Comprehensive Wealth Management Software

WealthTech Cookbook: How to Build Comprehensive Wealth Management Software

We are starting a new series of articles called “WealthTech Cookbook” in which we intend to discuss all the main components of wealth management software platforms, including digital and robo-advisors.