Wealthtech

The WealthTech industry is witnessing a remarkable transformation, driven by the rapid adoption of digital solutions, automation, and the integration of cutting-edge technologies. The necessity for firms to stay competitive in this ever-evolving financial landscape has led to several key themes

The financial technology sector is brimming with startups aiming to upend traditional financial services, and Prosper, a rising star in WealthTech, is no exception. With an innovative approach and strategic leadership, Prosper has rapidly garnered attention and investment, signaling a potential

Prosper, a rising star in the WealthTech space, recently reached an impressive financing milestone. Founded by alumni from prominent financial institutions Tandem and Nutmeg, along with Nutmeg’s former COO Phil Bungey, the company raised £800,000 in its latest fundraising campaign on Crowdcube. Th

The modern wealth management industry is rapidly evolving, posing significant challenges and opportunities for multi-custodied advisors who manage client investments across various platforms. The recent webinar by Morningstar Wealth sheds light on these complexities, discussing the critical support

In the world of wealth management, the ability to navigate a client's portfolio through various investment strategies while keeping an eye on tax consequences is a significant advantage. MyVest has positioned itself as an innovator in this realm with its recent updates to the Strategic

The finance sector is being revolutionized by the incorporation of Artificial Intelligence in wealth management. This not only improves operational efficiency but also significantly upgrades client services. Despite the potential benefits, wealth managers must approach this evolution carefully,