When you combine “wealth” and “tech”, the result is “wealthtech”. Wealthtech companies are helping financial advisors and wealth management firms achieve faster and more profitable growth. Financial advisors and wealth management firms today are inundated with promising technology solutions that streamline client data, optimize portfolios, improve marketing effectiveness, and provide seamless back-end processes. But advisors […]
As a financial advisor, coordinating estate planning services for your clients represents an important and impactful way to deliver considerable value. You’ve likely developed trusted partnerships with estate planning attorneys, alongside online tools and off-the-shelf resources for less-complex situations. But a point of frustration heard among many advisors has been the lack of a cost-effective […]
It may not come as a surprise to hear that significant life events like inheritance, divorce, or the sale of a business represent a primary catalyst for people to hire a new financial advisor. But for financial advisors with the knowledge and experience to help clients navigate these stressful times in their lives, a primary […]
While the concept of storing documents online isn’t new, finding a white-label digital vault solution with enterprise bank-grade security for financial institutions to offer their clients used to be a tall order. Fortunately, times have changed. An industry leader has emerged with a robust online storage platform that expands upon the table stakes of best-in-class […]
Especially in volatile markets, emotions can run high. Even the most experienced traders and investment professionals risk making snap decisions triggered by fear and doubt. Fortunately, innovations in the wealthtech space continue to produce new technologies and tools for financial advisors and institutions interested in replacing subjectivity during both volatile and calm markets with predefined […]