Wealth Technology

CapIntel-Equitable Life partnership to reinforce advisors' and clients' experience

Tech provider's latest collaboration signals growing urgency for financial firms to thrive in a digital world

CapIntel-Equitable Life partnership to reinforce advisors' and clients' experience

Using tech to take on the ESG data challenge

Those who try to consume data in an 'analog world' face an impossible challenge, says Northern Trust's head of Investment Data Science

Using tech to take on the ESG data challenge

Why advisor succession isn't just an exit event

Founder and CEO of FindBob speaks out on succession-planning platform's mission to help advisors uphold fiduciary obligation

Why advisor succession isn't just an exit event

Why are some firms lagging in the race for digital transformation?

Capco Canada CEO explains how winners are pulling ahead as wealth industry embraces its technological imperative

Why are some firms lagging in the race for digital transformation?

Why CFRs mean it's time for behaviour-based KYC

President of Pascal WealthTech weighs in on the limitations of traditional KYC process, and how going beyond helps client engagement

Why CFRs mean it's time for behaviour-based KYC

How Croesus is unlocking new possibilities for UMA users

Firm's president shares how new wealthtech solution brings top-tier flexibility and automation to centralized portfolio managers

How Croesus is unlocking new possibilities for UMA users