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.

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…

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…

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…

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.

Challenges: Yet Another Opportunity for WealthTech to Rise

Challenges: Yet Another Opportunity for WealthTech to Rise

Wealth management has seen the tremendous transformation over the past decade, but this has also come with a number of challenges. With so many market players leveraging the power of…

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…

NexJ: Intelligent Customer Management for Insurance and Financial Markets

NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.

Aspiration: How to Make Money Making a Difference

Aspiration helps thousands of Americans to become healthier financially and to accelerate in a sustainable manner.