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…

Key Trends to Watch in Wealth Management in 2018

Key Trends to Watch in Wealth Management in 2018

Regulatory pressure, trust in financial institutions, customers’ growing demands are challenges and opportunities for WealthTech players. What we are likely to observe before long as the industry shifts towards new…

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…

Evolute: On a First-name Basis with Technology and Industry Regulations

Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.

Folio Institutional: A FinTech, Brokerage and Custody Partner for RIAs and Enterprises

Folio Institutional is a leading brokerage, custody and financial technology company all in one.

Trizic: Parallel Assembly Lines for Software

Trizic delivers workflow automation technology to financial advisors and have a unique approach for banks.

Bertrand Rassat

Director of TradingScreen SA (Suisse)

WealthTech Insights #21 with Bertrand Rassat: Regulations as Industry Drivers

An interview with Bertrand Rassat, Managing Director Wealth Management Division & Director of TradingScreen SA (Suisse). Bertrand is an expert in wealth management and technological disruption. He compares the European…

DriveWealth: Investing in US Securities from All Around the World

DriveWealth offers a SaaS platform and APIs to provide the US stock access to investors worldwide.

Jeff Marsden

Chief Product & Strategy Officer at Xtiva Financial Systems

WealthTech Insights #20 with Jeff Marsden: Robo-Advisors Bring Leverageable Advantage to the Advisor Marketplace

Jeff shares his vision of the wealth market in the US, UK, and Canada, and expresses his expectations of using big data analytics and the benefits this may bring. We…

Boris Khazin

CEO at Algo-Lead

WealthTech Insights #19 with Boris Khazin: Blockchain and Algorithmic Future

With Boris, we discussed trends and prospects of the wealth management industry, the promise of blockchain, and how the industry is being changed by technology percolation. Boris also shared his…