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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional...

Customer (KYC)/Customer Identification Program (CIP) process. Typical KYC exercises involve a very comprehensive document review process. Numerous details must be extracted from many documents, such as document ID, names, dates, signatures, and more.

It’s easy to get starry-eyed with any new technology purchase. Platforms aimed at advisory firms typically promise the world, raising your expectations — sometimes to unrealistic levels. When those solutions fail to deliver enormous results, you might think the technology’s inherently flawed or ineffective. It didn’t live up to that promise, so clearly something must be wrong with the platform, right?

When Aurum Wealth Management was founded in 2006 as a joint venture with Skoda Minotti, they were looking for a platform that would help them both scale support and enable ongoing growth.

HOSTED by: Tackling Market Volatility and Recession-Preparing Portfolios

Cryptocurrency is volatile by virtue of its design—it trades everywhere, around the clock, with millions of participants—and it’s novelty--it’s only been around for around 14 years.

AltsAxis has announced that its Axis platform, the company's mobile-centric software offering, is now live.

By Rohit Tandon The age-old advice for real estate investing must evolve. It is true...

Leaders of most Financial Services firms and several Advisors keep wondering where and how to start automating their business processes for the best results. The answer to that is rather multifaceted.

BOULDER, Colo., April 12, 2022 – TIFIN, a fintech platform using Artificial Intelligence (AI) and investment-driven personalization to assist asset managers...