Digital Digest: The Latest Tech News - FIDx, Envestnet
April 16, 2020
The latest news about technology products and services relevant for wealth managers around the
The latest news about technology products and services relevant for wealth managers around the
The latest news about technology products and services relevant for wealth managers around the
Called OCTO™, the offering taps into the fact that many RIAs, multi-family offices and smaller
Daryl Roxburgh is President and Global Head of BITA Risk. The BITA Wealth application provides
Capita Consulting is this publication’s consultancy partner on a ground-breaking new research
Family Wealth Report looks at the advantages and drawbacks of newer wealth management models and
FWR asks CAIS about the rationale behind the launch of the firm’s latest technology aimed at
Last month, Archway Technology Partners acquired WealthTouch Holdings – a move which some
Banks seeking help from security institutions such as the NSA to foil hackers may find that too
As technology is pushed further to the front of agendas within the wealth management industry,