Former Revolut executives raised a Series B to untangle the tools financial advisors juggle. Here is the founder lesson. The post Wealth Management Software Startup Nevis Raises Series B appeared ...

Most Worth readers are wildly different iconoclasts but share one common characteristic: financial success. Particularly when it comes to investments. Choosing the proper software arsenal is critical ...

Demand for increasingly sophisticated, customized services is driving the growth of the wealth management software market. The platform currently provides an array of tools, such as reporting for ...

It’s happening and will continue to do so, but it’s not without challenges. That’s the converging relationship between wealth and tech. Advisors widely acknowledge the need for innovative platforms ...

Softlab360, an end-to-end software development and engineering partner for wealth management and fintech firms, today announced three milestones that broaden its role in the wealth management ...

Moneytree Software, a Muncie, Ind.-based company owned by software developer Accutech Systems Corporation, has released new versions of its financial planning tools that are built on fresh ...

These retirement planning simulations are designed to help financial advisors illustrate complex solutions with the click of a button, providing greater visibility and clarity and helping their ...

As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

In June 2021, Blucora, the parent company of Avantax Wealth Management, the tax-centric broker/dealer created from the acquisitions of HD Vest and 1st Global, laid out plans to bring together its tax ...