We find ourselves switching between online and offline, now mostly able to combine the two as we please. Navigating clients’ financial matters requires both, too, so having the right tools is leveling up your positions in the market. Below, we offer our picks from the array of platforms and instruments for financial advising and wealth management. See what Fintech has on offer, find an app for yourself, or decide how to gauge your product to serve your clients best.

A deepdive assessment of your business processes and functions may reveal that you could do much better, even if you perform just fine.

For financial service companies, business analysis is necessary to optimize the workflow. For startups, it’s a chance to play it safe. Cases differ, but BA is still a king.

In this article, you’ll learn how to use BA’s power effectively. Find out what are the key considerations when performing business analysis and how different types of Fintechs can benefit from it. Plus, get checklists for doing a business analysis that works.

Daniel Reibsamen is CTO at Guidance Residential — a provider of exclusive Muslim-tailored home financing options. With his primary task being to take the company national and digital, he dedicated 10 years to Guidance Residential and continues to push the limits. Daniel’s main goal is for the clients to get access to the technology that all the large banks have, just the way they need it.