WealthTech Weekly: May 5, 2023

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
  • Kidbrook...

Welcome to the Wealthtech news highlights of this week. See how leaders in financial services are doing this week.

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

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...

Fintechs face intense competition in the market coupled with macroeconomic pressures. They either evolve or die. The ...
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WealthTech Weekly: April 28, 2023

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 ...

Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry. See how leader...
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Building AI-Powered Robo-Advisors for Investment: A Comprehensive Development Guide

AI-powered robo-advisors lure billions in assets and thousands of users. For sure, they are here to stay, flaunting personalized insights and automated portfolio management.

Let’s delve into the process of developing your own robo-advisor from scratch. As you finish reading this guide, you'll pick up the essentials needed to create a top-class financial tool that can analyze users' financial situations, provide tailored investment recommendations, and manage portfolios seamlessly.

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How to Build a Fractional Investment Platform in 2024

Every dollar can be a building block in your financial portfolio in 2023. Next year, fractional investment can reach a new level of convenience for investors. Companies like Arrived and mogul club are working on it. Find out how you can, too.

This article will help you set expectations and figure out the planning phase if you plan to launch a fractional investment platform to revolutionize the market. Proper preparation at the beginning can save tens of thousands for your company and dramatically reduce time-to-market.

Learn how to build a fractional investment platform, what challenges you may face, how to overcome them, and avoid overspending and wasting time.

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How to transfer knowledge within your development team and cross-teams
When you pay your developers, you also pay for the knowledge they invest in your company. You’d be surprised how much money you lose when they leave and their expertise is gone.

Find out how to avoid such situations, build a robust knowledge transfer culture, and keep your product documentation comprehensive and clear. Discover the main challenges in transferring knowledge and how to overcome them.

#cases

Solutions Development For Enterprise Fintech

Discover how we can help you solve business challenges using technological, managerial, and financial expertise of our software engineering experts!