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5 November 2018

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WealthTech Club allows you to be aware of challenges, drivers, and trends in wealth management.

Here, you can find the latest analysis of leading WealthTech companies and principles that underlie their success in terms of a technology and business ecosystem.

Our discussions with industry experts guide you through upcoming changes in approaches to financial software development.

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WealthTech Cookbook: Portfolio Management Component

WealthTech Cookbook: Portfolio Management Component

Here, we discuss first steps of the portfolio management process, i.e. creating questionnaires, investor profiling, and building investment strategies. You can find some recommendations concerning related issues and examples of…

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.

WealthTech Cookbook. Rebalancing Done Right

WealthTech Cookbook. Rebalancing Done Right

Today, within our WealthTech Cookbook series, we are covering the rebalancing concept, since rebalancing investment vehicles is a crucial strategy if you want to find balance between risk and returns.

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…

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…

WealthTech Cookbook. Rebalancing Software Overview

WealthTech Cookbook. Rebalancing Software Overview

Rebalancing software is an essential part of a typical wealth manager’s toolkit. In this article, we will guide you through the most popular rebalancing suites that offer advisors a range…

Open APIs as the Key to Growth in WealthTech

Open APIs as the Key to Growth in WealthTech

Open APIs are having a significant impact upon the entire wealth management industry. With leaders of DriveWealth, MyVest, Trizic, Vestwell, Folio Institutional, Hydrogen, we discussed the API landscape and the…

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…

AdvisoryWorld: Technology Investment Professionals Cannot do Without

AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.