fbpx
Research and Analysis
12 May 2021

Bambu: Building a Startup Is Like Being Thrown out of a Plane Without a Parachute

Bambu develops digital wealth management solutions for financial institutions that help their users save and invest for the future.
> Read Research
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
Press Releases
25 June 2020

Advisor Group Introduces Fully-Integrated Dashboard and ‘Reg BI-Ready’ Enhancements to Leading Digital Account Management Platform

by INSART

Advisor Group Introduces Fully-Integrated Dashboard and ‘Reg BI-Ready’ Enhancements to Leading Digital Account Management Platform

Advisor Group, the network of independent wealth management firms, today announced the rollout of its new eQuipt Dashboard for financial professionals to facilitate compliance with the SEC’s new RegBI by…
> Find Details
Press Releases
23 June 2020

Orion Partners with State Street Global Advisors to Expand Investment Program

by INSART

Orion Partners with State Street Global Advisors to Expand Investment Program

Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite…
> Find Details
Industry Overview
7 May 2020

Portfolio Management Tools Overview: Part 2

by INSART

Portfolio Management Tools Overview: Part 2

It's vital to know the whole wealth management ecosystem and partner with the leading providers in every category. We continue presenting the best portfolio management software that is available on…
> Read Article
Industry Overview
5 May 2020

Top Portfolio Management Tools Overview

by INSART

Top Portfolio Management Tools Overview

In this pick, you can find the top ten best portfolio management tools in 2020 by the T3 report, with the most noticeable information about them included.
> Read Article
Research and Analysis
14 January 2020

Customization vs. Control in Wealth Management: MyVest and F2 Strategy Research Project

MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
> Read Research
Expert Interviews
29 October 2019

Sean Brown

President and Chief Executive Officer at YCharts

by INSART

WealthTech Insights #73 with Sean Brown. How can WealthTech better enable Advisers?

With Sean Brown, President and Chief Executive Officer at YCharts, we discuss how the role of a financial advisor has changed and what WealthTech companies should offer them. Sean believes…
> Read Interview
Research and Analysis
27 August 2019

Accusource LLC: Streamlining and Ensuring Timely Back Office Operations

Accusource LLC is a service company involved in outsourcing solutions for investment firms, including back-office reconciliation, statement digitization, integration to the general ledger, portfolio accounting, and performance validation.
> Read Research
Research and Analysis
1 August 2019

IBM Cloud for Financial Services: Bringing the Best of FinTech to the Cloud

The IBM Cloud for Financial Services is an ecosystem and open platform that brings together FinTech and financial services institutions to rapidly develop and share innovative applications, APIs, data and content on a secure, cloud platform to meet the unique business needs and challenges of banks, financial market institutions and insurance companies.
> Read Research