Tag: Risk Profiling

Enhancing client experiences: WealthForce.ai’s innovative eMACH collaboration

In the rapidly evolving sector of WealthTech, leading the charge in innovation is not enough; firms must also excel in delivering superior client experiences.

How eMACH architecture transforms wealth management in India

In the rapidly evolving world of WealthTech, WealthForce.ai is setting new standards with its latest collaboration.

Enhancing portfolio management with integrated CRM solutions

Over the past few years, WealthArc, which helps automate workflows for wealth managers,  has spoken to many prospects about Portfolio Management Systems (PMS). Far too many have responded with interest in PMS, but stated they don't need a solution for client relationship management. 

Navigating regulatory challenges with a 3 step compliance oversight strategy

In the intricate world of regulatory compliance within FinTech, the three-step standard ‘Know Your Risk’ (KYR) strategy has emerged as a beacon of simplification and clarity.

FinTech Timeline clinches £10m Series B funding

Timeline, an end-to-end financial planning platform, has proudly announced its recent accomplishments in the finance industry.

Source Insurance deepens ties with WhenFresh to revamp quotation process

In a bid to accelerate and refine their quotation process, Source Insurance, a leading provider of general insurance quotations, has fortified its partnership with WhenFresh, renowned property data specialists.

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