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.

Must-Know Wealth Management Terminology for Software Developers: Part 2

Must-Know Wealth Management Terminology for Software Developers: Part 2

In this post, I focus on the most popular mathematical models for portfolio optimization: Modern Portfolio Theory, Black–Litterman Model, and Fama–French Model. How may portfolio return, a variance of the…

Must-Know Wealth-Management Terminology for Software Developers

Must-Know Wealth-Management Terminology for Software Developers

When it comes to software for wealth-management platforms, development experience is not the only must-have for developers. Domain knowledge is a crucial factor in the successful execution of software. If…