Tag: outrank
How wealth planning software solves orphan challenge in insurance
Orphans in insurance can cause a multitude of compliance issues, and WealthTech company Kidbrooke believes wealth planning software is the way to fix the problem.
What wealth managers should know before using gamification
Gamification can bring a level of excitement and greater engagement to financial services, but it can delude users about the risks of investing.
How Kidbrooke’s tool helped a family get peace of mind
Planning for the future can be tough, but what does a family do if they need to spend more than they earn? Kidbrooke has released a new report on accident insurance: would my savings suffice?.