fbpx
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.
> Read Research
Industry Overview
4 March 2021

Guided Tour of the Hottest Trends in Payments

by INSART

Guided Tour of the Hottest Trends in Payments

We live in a world where we can buy anything, anywhere, anytime. Here are the hottest features that payment platforms provide to disrupt the market in 2021.
> Read Article
Expert Interviews
25 February 2021

Keren Moynihan

CEO & Co-Founder at Boss Insights

by INSART

Keren Moynihan: Business Data as a Service’s Role In The Paycheck Protection Program

In an era where tech giants have increased customer expectations, lenders and private capital providers are challenged to offer complete and personalized solutions. Read about Business Data as a Service's…
> Read Interview
Industry Overview
10 November 2020

WealthTech Ecosystem: Integration with BNY Mellon’s Albridge

by INSART

WealthTech Ecosystem: Integration with BNY Mellon’s Albridge

Integrating WealthTechs with third-party partners could significantly streamline their growth and success. In this article, we’ll explore such integrations in the example of BNY Mellon’s Albridge.
> Read Article
Research and Analysis
13 October 2020

Assurant: Next Generation Relationships Through Identity Theft Protection

Assurant, Inc. (NYSE: AIZ) is a global provider of risk management solutions, protecting where consumers live and the goods they buy.
> Read Research
Industry Overview
4 August 2020

Seven Sins of Fintechs When It Comes to Integrations

by INSART

Seven Sins of Fintechs When It Comes to Integrations

Integrations and partnerships play important roles in the success of Fintech companies in disrupting the market. We asked experts in Fintech to share the biggest pitfalls of integrating with other…
> Read Article
Industry Overview
25 June 2020

Empowering Financial Advisors with AI and Integrations

by INSART

Empowering Financial Advisors with AI and Integrations

AI-driven technology allows advisors to have better insights into client data, cope with unsure markets, maximize their productivity, and attract a new breed of tech-savvy clients. With April Rudin, Lex…
> Read Article
Industry Overview
18 June 2020

Can Wealth Integrations Improve Advisors’ Productivity?

by INSART

Can Wealth Integrations Improve Advisors’ Productivity?

Financial advisors are using more and more digital tools for their everyday activities. But if these tools are not integrated into one platform, they don’t really increase advisors’ efficiency. We…
> Read Article
Press Releases
16 June 2020

GeoWealth and Foreside Financial Group Announce Strategic Alliance, Providing Advisors with the Infrastructure Needed to Launch an RIA Today

by INSART

GeoWealth and Foreside Financial Group Announce Strategic Alliance, Providing Advisors with the Infrastructure Needed to Launch an RIA Today

GeoWealth, a financial technology and asset management platform (TAMP), today announced a strategic alliance with Foreside Financial Group, a provider of compliance technology solutions and product distribution services.
> Find Details
Research and Analysis
12 May 2020

Docupace: New Solutions and Integrations to Reduce Clients’ Overhead and Increase Productivity

Docupace Technologies is the provider of secure and compliant electronic processing solutions for financial services firms and their advisors.
> Read Research