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…

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…

AdvisoryWorld: Technology Investment Professionals Cannot do Without

AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.

PlanPlus: Goal-based Financial Planning with Ease

PlanPlus is an Ontario-based provider of a high-quality multilingual goal-based financial planning software. PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global in 2017.

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.…

Bryan Sachdeva

Vice President of Wealth Management Solutions at NexJ Systems

WealthTech Insights #22 with Bryan Sachdeva: Highly Personalized Experience will define the Industry Winners

With Bryan, I discussed global trends in wealth management and how these differ around the world, and tapped into the persisting debate about humans and robo components in the industry…

Hedgeable: Artificial Intelligence and Communication

Hedgeable is known as an innovator due to the AI module, investing strategies, and downside protection.

WealthTech Growth: Reasons and Prospects for Digital Transformation

WealthTech Growth: Reasons and Prospects for Digital Transformation

These days, tech companies are helping the asset-management industry embrace the digital transformation to lower operational costs, become more tech-savvy, and add more personalization to stand out from the crowd.…