WealthTech Cookbook. Financial Planning Tools

WealthTech Cookbook. Financial Planning Tools

Continuing the WealthTech Cookbook series, we turn our attention to financial planning. In the article, we cover the main steps of the financial planning process and review the landscape of…

WealthTech Cookbook: CRM Software Overview

WealthTech Cookbook: CRM Software Overview

We explore the realm of CRM software, a business-management component that helps firms handle their day-to-day operations on the customer front and analyze their relationships with clients in great detail.…

WealthTech CookBook. Retirement Software Overview

WealthTech CookBook. Retirement Software Overview

Retirement planning and investment guidance is one of the most required aspects of wealth management. In the article, we provide an overview of offerings in the digital retirement advisory market…

WealthTech Cookbook. Rebalancing Done Right

WealthTech Cookbook. Rebalancing Done Right

Today, within our WealthTech Cookbook series, we are covering the rebalancing concept, since rebalancing investment vehicles is a crucial strategy if you want to find balance between risk and returns.

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.