fbpx
Research and Analysis
12 February 2019

Jemstep: Robust Technology to Leverage Financial Advice

Jemstep is a wholly-owned, indirect subsidiary committed to maintaining an open investment platform for financial advisors, RIAs, IBDs, banks and insurers.
> Read Research
Research and Analysis
7 March 2018

Enterprise Wealth Management with MyVest: Successful Business with a Human Touch

MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
> Read Research
Domain Knowledge
11 December 2017

Scaling WealthTech Company Growth Using a FinTech Engineering Approach

by INSART

Scaling WealthTech Company Growth Using a FinTech Engineering Approach

How to stimulate rapid growth of your WealthTech business. Our FinTech Engineering Approach allows you to scale your business on the technology side - develop new features quickly, scale the…
> Read Article
Technologies
29 March 2017

Microservices Architecture for WealthTech Projects

by INSART

Microservices Architecture for WealthTech Projects

Nowadays, robo-advisors have become widespread. These services enable people with relatively low-value investable assets to benefit from online finance and portfolio management. Robo-advisors are automated tools that use a variety…
> Read Article