Tag: Risk Profiling

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. 

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.

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

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.