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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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Research and Analysis
15 November 2018

iQuantifi: A Distinctive Robo-Planner to Help People Achieve Their Goals

iQuantifi is a RoboPlanner® that contracts with financial institutions to help their clients identify, prioritize and achieve their financial goals.
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Expert Interviews
4 October 2018

Susan Glover

President at Susan Glover & Associates, LLC

by INSART

WealthTech Insights #38 with Sue Glover: Needs Should Define the Tech

Our next interview is with Sue Glover, a consultant for advisory companies. She has vast experience of working for different financial services companies in various positions. During the interview, Sue…
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Expert Interviews
27 September 2018

Aaron Klein

CEO of Riskalyze

by INSART

WealthTech Insights #37 with Aaron Klein: Risk Alignment to Help Make Investment Decisions

Continuing our series of interviews with industry leaders, I talked to Aaron Klein, CEO of Riskalyze. In the interview, we discussed the issues of risk assessment, how it can help…
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Research and Analysis
18 September 2018

Riskalyze: Risk Alignment to Help Advisors Serve Their Clients

Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit them.
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Research and Analysis
30 August 2018

M1 Finance: Graphic Personalized Portfolio for Do-it-yourself Investors

M1 Finance is an automated investing platform providing highly customizable strategy management with a great digital interface for free.
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Research and Analysis
12 June 2018

Totum Risk: Thinking Outside the Box of “Just FinTech”

Totum is the digital risk tolerance questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
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Guest Posts
23 May 2018

Investment Methodology by Philip Wilson, AdvisoryWorld

by INSART

Investment Methodology by Philip Wilson, AdvisoryWorld

On WealthTech Club, we publish an article by Philip S. Wilson, President and CEO of AdvisoryWorld. Philip offers a rationale for creating a clear, realistic and repeatable methodology for designing and…
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Domain Knowledge
7 April 2017

Must-Know Wealth-Management Terminology for Software Developers

by INSART

Must-Know Wealth-Management Terminology for Software Developers

When it comes to software for wealth-management platforms, development experience is not the only must-have for developers. Domain knowledge is a crucial factor in the successful execution of software. If…
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