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WealthTech Weekly
3 June 2022

WealthTech Weekly June 3, 2022

by INSART

WealthTech Weekly June 3, 2022

Get in sync with bold moves, unexpected partnerships, and latest trends in Wealthtech. This week our spotlight is on Worldline, M1 Finance, iCapital, Fidelity, LevelField, AdvisorEngine, Pix, and data storage…
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Industry Overview
4 May 2022

Ultimate Wealth Toolkit: Utilities for Financial Advising and Management

by INSART

Ultimate Wealth Toolkit: Utilities for Financial Advising and Management

Explore 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…
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Research and Analysis
6 May 2021

d1g1t: Financial Advisors Continue to Be Irreplaceable

d1g1t provides an enterprise wealth management platform powered by institutional-grade analytics & risk management tools that enables firms to elevate the quality of advice & demonstrate its value to clients.
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Guest Posts
4 May 2021

AdvisorEngine’s Schwab Integration: A conversation with the leadership

by INSART

AdvisorEngine’s Schwab Integration: A conversation with the leadership

AdvisorEngine announced the completion of the integration with Schwab Advisor Center. Here’s what AdvisorEngine leadership had to say about this announcement.
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Research and Analysis
20 April 2021

Skience: The Industry Is Rapidly Transforming

Skience delivers innovative digital strategies and solutions that transform businesses.
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Research and Analysis
13 April 2021

Kingswood U.S.: The Script Has Flipped – Advisors Ask to Offer More Varied Investment Strategies

A network of wealth management firms that oversees more than $2.1 billion in client assets.
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Research and Analysis
6 April 2021

PPRO: Performance and Quality Isn’t Talked About Enough

PPRO is a specialist for Alternative Payment Methods focused on supporting PSPs globally.
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Industry Overview
30 March 2021

Embedded Finance Overview: Prospective Areas For Opportunities

by INSART

Embedded Finance Overview: Prospective Areas For Opportunities

The embedded finance trend promotes a win–win approach that allows companies to grow a client base and keep them loyal in a competitive market. According to this paradigm, Fintechs are…
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Guest Posts
29 March 2021

The Grail with Keith Gregg

by INSART

The Grail with Keith Gregg

With today’s technology and business landscape changing faster than ever and the cost of keeping up with the Joneses constantly rising, the question is, “How do you afford to evolve…
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Research and Analysis
16 March 2021

Forms Logic: True Innovations Provide “Plug and Play” Solutions

Forms Logic is a cloud-based system for companies looking to integrate single data entry through multiple forms.
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