Vestwell: Retirement Made Simple

Vestwell builds the 401(k) platform for advisors and offers retirement planning strategies for companies and their employees.

Michael Thrasher

Reporter at wealthmanagement.com (WM)

WealthTech Insights #8 with Michael Thrasher: Technology and Financial Services Take Advantage of Each Other

We asked Michael Thrasher about his vision on WealthTech development, knowledge gap between financial and technology experts; we discussed innovations and potential industry changes in the near future.

April Rudin

Global Wealth Marketing Strategist

WealthTech Insights #2 with April Rudin: Three Pillars of Success in Financial Business

April is a consultant to global financial services firms in North America, Asia, and the Middle East. April specializes in creating solutions for multi-family offices, wealth management firms, RIA’s, and…

Databases Used by Robo-Advisors (Infographics)

Databases Used by Robo-Advisors (Infographics)

Robo-advisors’ functioning is based on algorithms that allow platforms to suggest investment strategies based on large amounts of data which is received from different sources. Thus, robo-advisors use various data…

Technologies Used by Robo-Advisors for Frontends (Infographics)

Technologies Used by Robo-Advisors for Frontends (Infographics)

To create frontends for robo-advisors, generally, frameworks, such as AngularJS and React, are used. Unlike most frontend frameworks, PHP performs server-side operations in addition to the client-side script. This is…

Technologies Used by Robo-Advisors for Backends (Infographics)

Technologies Used by Robo-Advisors for Backends (Infographics)

The efficiency of robo-advisors generally depends on algorithms selected. However, technology stack used for the software platforms has a significant impact on satisfying clients’ expectations such as the system performance,…