Financial planning software is dead. Long live financial planning software! Everyone knows if you want to create financial plans you need a financial planning application and if you want to open accounts, trade and run compliance you need a wealth management application. That’s the way it’s always been. These two previously separate systems have recently begun […]
It seems that financial advisors are under assault from all sides. From industry behemoths like Vanguard, who can give away advice while capturing product fees on $100 billion in assets, to digital RIAs (formerly called robo-advisors) that spend VC cash on marketing like Philadelphia Eagles players spraying Champagne after winning the Super Bowl. Software algorithms […]
2017 was a series of ups and downs for banks. The recently passed tax bill lowered their rates which will boost their bottom line and any interest rate hikes will goose their lending revenue. But new competitors lurk around every corner as technology giants such as Amazon, Facebook and Apple are launching consumer-facing financial products that chip […]
This is the eighth article in our Winners of WealthTech series, where I interview people who have made their mark in wealth management technology with a track record of innovation and success. My previous interviews have been wildly popular, so there will be no stopping this series in 2018! Check out the previous interviews with Eric […]
Who We Serve
WealthTech Today
SUPPORT
CONTACT INFORMATION
