solv - search results

For financial advisory firms to get their technology up-to-date at an institutional level will require some form of data Rosetta stone. That’s where Practifi, a Sydney-based Australian fintech making inroads among U.S. wealth managers, can help, said Adrian Johnstone, the firm’s chief commercial officer.

We’d like you to meet Paul Resch of Valutico, which empowers businesses and experts to perform accurate valuations in a fraction of the time it used to take while solving the issue of complex tools, lack of data sources and time consuming reporting.

ADCM, DBA Willow, a registered investment advisor focused on socially and environmentally responsible wealth management is partnering with Blockchange Inc, the digital asset management platform for professional wealth managers, to launch a Separately Managed Account (SMA) option for digital assets

We’d like you to meet Keith Gregg, CEO & Founder of Chalice Network, a community of 55,000+ small business owners that is dedicated to solving the unique challenges SMBs face as a financial services professionals and entrepreneurs.

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...

For the next feature in our Fintech Luminaries series, we’d like you to meet Matt Wolniewicz of Income America, which is designed to provide participants with guaranteed lifetime income of 5% per year beginning at age 65

Orion Advisor Solutions has announced the acquisition of Atlanta area-based wealthtech firm HiddenLevers, a risk analysis, investment process, and executive oversight platform serving the asset management and wealth sectors.

Consisting of five software businesses now under one brand, the new intelliflo will be able to offer its customers around the world a broader range of end-to-end solutions that span the advisory lifecycle, from financial planning and practice management to portfolio management solutions, digital advisory and managed services.

Over the past decade, fintech has been shaped to a fair extent by two dueling forces: On the one hand, are those who believe the future is in the hands of DIY investors, empowered by advancements in robo-advice (think Betterment), online self-directed trading (think Robinhood), as well as consumer-facing financial planning tools like Personal Capital or Quicken.

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