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Domain Knowledge
18 March 2021

Integration Challenges in Fintech: ETL Processing

by INSART

Integration Challenges in Fintech: ETL Processing

For technology platforms, data is the lifeblood. Let me show you what challenges you might encounter when integrating data streams from financial institutions and taking control of the process.
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Research and Analysis
10 September 2019

Cboe Global Markets: More Options, More Opportunities

Cboe Global Markets, Inc. (Cboe) is a global exchange operator that drive the global marketplace forward through product innovation, leading edge technology and seamless trading solutions.
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Research and Analysis
3 September 2019

BNP Paribas Asset Management: Leveraging the Banking Ecosystem with WealthTech Solutions

BNP Paribas Asset Management is the investment management arm of BNP Paribas, one of the world’s major financial institutions.
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Research and Analysis
1 August 2019

IBM Cloud for Financial Services: Bringing the Best of FinTech to the Cloud

The IBM Cloud for Financial Services is an ecosystem and open platform that brings together FinTech and financial services institutions to rapidly develop and share innovative applications, APIs, data and content on a secure, cloud platform to meet the unique business needs and challenges of banks, financial market institutions and insurance companies.
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Expert Interviews
5 June 2019

Eric Clarke

Founder and CEO of Orion Advisor Services

by INSART

WealthTech Insights #62 with Eric Clarke. Overcoming Tech and Business Challenges: Best Practices for Financial Advisors

With Eric Clarke, founder and CEO of Orion Advisor Services, we discuss what advantages technologies give to advisors today. Eric explains what advisors should question when choosing technologies for their…
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Research and Analysis
29 May 2019

Orion Advisor Services: Innovative and Integrated Advisor Solutions

Orion Advisor Services is a privately held portfolio accounting service bureau for financial advisors.
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Technologies
21 May 2019

Pitfalls of Integrating WealthTech Platforms

by INSART

Pitfalls of Integrating WealthTech Platforms

The industry requires all FinTech players to be flexible, integrable, and snap-in. In this article, we pay attention to integrating platforms through API because it’s the most widespread type among…
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Research and Analysis
2 April 2019

Equity Advisor Solutions: All-in-one Custodian for Any Type of Asset

Equity Advisor Solutions provides custody, technology and back-office solutions to RIA’s, Hybrids, TAMP’s and broker-dealers.
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Research and Analysis
12 March 2019

FinMason: Redefining the Power of Analytics

FinMason is the independent investment analytics engine for financial services platforms.
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Research and Analysis
12 December 2018

Advisor Software (ASI): Extensive Set of Cloud Platforms and Solutions for Financial Advisors and Institutions

Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.
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