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…

Enterprise Wealth Management with MyVest: Successful Business with a Human Touch

MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.

Top 100 Wealth management information sources for WealthTech experts and software engineers

Top 100 Wealth management information sources for WealthTech experts and software engineers

I offer you a list of most beneficial information sources that might help software engineers broaden their knowledge of wealth management and allow them to speak the same language with…

Must-Know Wealth-Management Terminology for Software Developers

Must-Know Wealth-Management Terminology for Software Developers

When it comes to software for wealth-management platforms, development experience is not the only must-have for developers. Domain knowledge is a crucial factor in the successful execution of software. If…