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Ultimate Wealth Toolkit: Utilities for Financial Advising and Management
We find ourselves switching between online and offline, now mostly able to combine the two as we please. Navigating clients’ financial matters requires both, too, so having the right tools is leveling up your positions in the market. Below, we offer our picks from the array of platforms and instruments for financial advising and wealth management. See what Fintech has on offer, find an app for yourself, or decide how to gauge your product to serve your clients best.Read this Article -
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WealthTech Weekly: July 22, 2022
Welcome to the news highlights of the week.
What’s going on: Abrdn looks to sell its private equity business, SunTech welcomes ex-IBM exec, FNZ adds New Access to its buys, Orion snaps up Townsquare Capital, Moniflo goes beta, Tifin acquires SharingAlpha, Deutsche Bank widens its Wealthtech reach to Belgium, and Seccl starts powering GreenGrowth. Let’s put it into context.
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How to Be a Passionate CTO?
Daniel Reibsamen is CTO at Guidance Residential — a provider of exclusive Muslim-tailored home financing options. With his primary task being to take the company national and digital, he dedicated 10 years to Guidance Residential and continues to push the limits. Daniel’s main goal is for the clients to get access to the technology that all the large banks have, just the way they need it.
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