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Design your WealthTech platform for actual users
How we focus on user needs at every phase of the design process What do the most successful products have in common?
Advisor360° FinTech Talk
Get in-depth views on wealth management innovation, insights and strategies from our thought leaders, and financial technology tips you can use today.
Wealth management (4)
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2020: A year in review through the lens of digital data
2020 was a year unlike any other. And many of us are looking forward to turning the calendar page to 1/1/2021 and to a fresh start of a new year…one...
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How WealthTech integration captures data’s power
Holistic, integrated technology lets broker-dealers, advisors, and their clients share a common view of an entire book of business Data is the...
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Advisor360°’s wealth management superpowers
The two technological advantages that drive productivity For any technology company, it’s always about the product.
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Major trends in WealthTech
I’m often asked by co-workers or industry pundits “what’s next?” in the world of WealthTech.