INSART: Fintech Engineering

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WealthTech Weekly: May 5, 2023
Welcome to the Wealthtech news highlights of this week. See how leaders in financial services are doing this week.
What’s going on:
- Range nets $12m for the growth of its AI Wealthtech offering
- Dynasty Financial Partners starts an investment bank
- GBST purchases WealthConnect
- Kidbrooke highlights key Fintech trends of Q1 2023
- New research predicts the U.S. Fintech market will give way to APAC as the leading one.
Let’s explore them one by one.
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Important information

INSART stands with Ukraine.

Ukraine was attacked by russia. Read INSART’s statement on the war in Ukraine.
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Top 11 Budgeting & Wealth Management Tools for Your Business and Personal Finance

Fintechs face intense competition in the market coupled with macroeconomic pressures. They either evolve or die. The companies I feature in this article dig in their heels during the “crisis as usual” era. By upgrading their apps and offering new unique experiences, these Fintech market players secure their sweet spots in the world of finance.
If you’re a Fintech innovator, this article is a perfect opportunity to study your competitors. But you can also use the reviews below to maximize your budgeting, banking, and investment with the apps that dominate the Fintech market in 2023.
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WealthTech Weekly: April 28, 2023
Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry. See how leaders in financial services are doing this week.
What’s going on:
- Morningstar adds model portfolios to its array
- Allworth Financial acquires McDaniel Knutson Financial
- First Rate now owns InvestEdge's assets
- Plotify nets $12.5m in a series A funding
- FintechFutures recaps Objectway User Conference
- The Economic Times explores Wealthtech’s potential to align retail investors and wealth managers
Let’s explore them one by one.
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Fintech transforms the world. We transform Fintech

Ready for the change?

Who are we?

Our story truly began when we decided to become a strategic technology partner for the top Fintech companies. Since then, we have gone this far:

Our key is trust. We do our services in a way that clients' word of happiness goes itself. And we just do what we love most - providing high-qualified services all over the globe.

Fintech has no age. Through the years, we improve our expertise and our best for clients all over the world. Because great services are a marathon.

In our Fintech Integration Marketplace, we will provide you with information on as many companies as possible. Here, you will get options to find a Fintech partner, grow your business, and expand your clientele.

Let’s clear your way to new victories in Fintech

Imagine a new technological dimension of your business where everything is possible.

Want to scale or need more expertise?

Boost your core team capacity and meet the demand with top-notch talents from our Solutions Development Team. Join forces, optimize expenses, and grow your business.

Need to speed up your software solution development?

We increase time-efficiency by providing robust assessment, planning, engineering, and management tailored to Fintechs’ needs. Dealing with that huge backlog is no longer your problem.

Looking for a reliable technology partner?

INSART is compliant with USA security and regulation standards. We make sure no security problems hinder the growth of your enterprise.

Let’s talk about your new opportunities

Book time slot

You tell us what you want. We build it. Simple as.

Engineering is our superpower, and we use it to push the limits and create robust solutions you can rely on. Here’s just a fraction of what we can do for you:

New product lines
Cleared backlog
Multiple integrations
Faster development
Predictable development costs

and more

Grow revenue and profit
Expand your business
Close more funding rounds
Get new clients and users
Increase client satisfaction

and more

Get the same quality and support we provide to

Real-time payment solutions for more than 6,000 organizations around the world that process $14+ trillion in payments and securities transactions each day.

Comprehensive wealth management platform for RIAs that serves as a full operating system to run and grow their business, giving them the ability to control and personalize the experiences they deliver.

Comprehensive fundraising software suite for communications, fundraising, and advocacy needs of more than 3,000 nonprofit organizations around the world.

Automation-driven portfolio management software for financial institutions, asset management firms, RIAs, and Fintechs.

Automated growth program that helps financial advisers accelerate growth and improve client engagement through automation.

Sales and marketing platform that drives personalized customer engagement with industry-leading data and AI.

Simple, flexible and secure billing and payment solution designed for independent small business owners.

Digital wealth management services that cover needs of financial professionals from client onboarding and account maintenance to trading, analytics, and reporting.

Asset management system offering investors earnings of up to 8 - 10% gross interest per annum with funds secured against UK real estate assets by way of first charge.

and other clients we are glad to have

Start your journey with a reliable partner that prioritizes your goals.
Expand your territory in Fintech with our technology at your fingertips.

Go behind the scenes of Fintech - join our mailing list.

WealthTech Weekly: May 5, 2023

INSART stands with Ukraine.

Top 11 Budgeting & Wealth Management Tools for Your Business and Personal Finance

WealthTech Weekly: April 28, 2023

#hs_cos_wrapper_home-opeining-title .text-width-limited { max-width:620px; } Fintech transforms the world. We transform Fintech

#hs_cos_wrapper_home-who-we-are-title .text-width-limited { max-width:100%; } Who are we?

#hs_cos_wrapper_home-fintech-title .text-width-limited { max-width:540px; } Let’s clear your way to new victories in Fintech

Want to scale or need more expertise?

Need to speed up your software solution development?

Looking for a reliable technology partner?

#hs_cos_wrapper_home-build-process-title .text-width-limited { max-width:550px; } You tell us what you want. We build it. Simple as.

#hs_cos_wrapper_home-clients-title .text-width-limited { max-width:100%; } Get the same quality and support we provide to

#hs_cos_wrapper_footer-cta-text .text-width-limited { max-width:100%; } Let`s make your vision a reality

Fintech transforms the world. We transform Fintech

Who are we?

Let’s clear your way to new victories in Fintech

You tell us what you want. We build it. Simple as.

Get the same quality and support we provide to

Let`s make your vision a reality