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Integration Challenges in Fintech: ETL Processing

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.

YCharts: Data Research Platform for the Modern Advisor

YCharts is a financial software company providing investment research tools including stock charts, stock ratings and economic indicators.

Eric Clarke

Founder and CEO of Orion Advisor Services

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…

Michael Kitces

Partner and Director of Wealth Management at Pinnacle…

WealthTech Insights #61 with Michael Kitces. Why Big Data and Blockchain Won’t Affect the Average Advisor

Using behavior analytics to predict user behavior and select more accurate financial strategies has been a hot topic in recent years. But Michael Kitces says that when it’s applied to…

FinMason: Redefining the Power of Analytics

FinMason is the independent investment analytics engine for financial services platforms.

Bryson Pouw

Founder and CEO of Blaze Portfolio

WealthTech Insights #36 with Bryson Pouw: The Trajectory and Outlook for the Wealth-Management Market

I was lucky to talk to Bryson Pouw, CEO of Blaze Portfolio. In the interview, Bryson shared his opinion on the advent of blockchain in wealth management and how the…

Matthew Wolniewicz

President of Fi360.

WealthTech Insights #26 with Matt Wolniewicz: Automating tasks and adhering to the changing regulatory landscape

Matt Wolniewicz, the president of Fi360, shares his thoughts on major trends, benefits of big data analytics and artificial intelligence, FinTech companies to watch. Matt also gives some insights about…

Big Data Analytics and Artificial Intelligence in WealthTech Software

Big Data Analytics and Artificial Intelligence in WealthTech Software

Will wealth managers be able to find financial decisions that are most appropriate to their customers? We have spoken to a number of industry experts and gained an insight into…

Challenges: Yet Another Opportunity for WealthTech to Rise

Challenges: Yet Another Opportunity for WealthTech to Rise

Wealth management has seen the tremendous transformation over the past decade, but this has also come with a number of challenges. With so many market players leveraging the power of…

Bryan Sachdeva

Vice President of Wealth Management Solutions at NexJ Systems

WealthTech Insights #22 with Bryan Sachdeva: Highly Personalized Experience will define the Industry Winners

With Bryan, I discussed global trends in wealth management and how these differ around the world, and tapped into the persisting debate about humans and robo components in the industry…