Tag: adviser technology
Why private banks are ditching fragmented advisory tools
Which software do leading private banks rely on for investment advisory? According to WealthTech firm fincite, the honest answer is not one product but...
Why private banks are ditching fragmented advisory tools
The question of which software leading private banks rely on for investment advisory has no single-product answer, according to WealthTech firm fincite. Instead, a distinct...
Twenty7tec boosts FinCalc link to cut adviser admin
Twenty7tec, a mortgage and WealthTech solutions provider, has expanded its integration with financial planning tool FinCalc through new functionality built into its ADVICE platform. The...
fincite’s 4 AI use cases easing the burden on advisers
WealthTech firm fincite says artificial intelligence could support up to 70% of advisory tasks by 2030 and is positioning its CIOS platform as the...
PlannerPal launches pre-meeting AI tool for financial advisers
PlannerPal, an AI-powered workflow provider for financial advisers and wealth managers, has launched a new Pre-Meeting Prep Pack.
The launch centres on what the company...
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