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Research and Analysis
24 September 2019

Responsive AI: A Holistic Framework with Human-Centric AI

Responsive AI is the only enterprise wealth solution focused on machine intelligence enhanced human advice.
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Expert Interviews
5 February 2019

Matt Reiner

CEO at Wela

by INSART

WealthTech Insights #49 with Matt Reiner: Utilizing Emotion Power That Drives Investment Decisions

The passive investment market is facing reduction and fee compression, while its players are being forced to add more value on top of their service. Meanwhile, innovators are finding underestimated…
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Expert Interviews
9 January 2019

Andrew Rudd

CEO and chairman at Advisor Software (ASI)

by INSART

WealthTech Insights #45 with Andrew Rudd: Few Digital Advice Products Come Near what Individuals can Provide

Andrew Rudd, CEO and chairman at Advisor Software (ASI), shared his thoughts on up-to-date WealthTech trends, as well as how historical processes have shaped the current market conditions. ASI is…
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WealthTech Cookbook
12 April 2018

WealthTech Cookbook. Risk Profiling

by INSART

WealthTech Cookbook. Risk Profiling

Evaluating the risk level that is suitable for an investor is crucial for providing suitable investment advice. Here, we are looking in detail at how investors’ responses may be analyzed…
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