Tag: wealth management software

Selecting the right wealth management software has never been more consequential. As advisory firms face mounting regulatory scrutiny, growing client volumes, and increasingly complex...

fincite has made its cios platform available in the Microsoft Azure Marketplace, marking a further step in the company’s push to simplify digital wealth...

Two of Europe’s most prominent WealthTech firms, Fincite of Germany and Harvest of France, have announced a strategic merger to create a new European leader in wealth management software.

Key German WealthTech investment stats in 2024: German WealthTech investments dropped by 70% in 2024 YoY Average deal value dropped to $12.9m as investors...

A recent blogpost by MyDocSafe has examined how wealth managers can maintain a relationship of trust with their clients in an age where in-person meetings are becoming rare.

New research suggests that businesses adopting new technologies will drive the growth of the wealth management software market to new heights in the next five years.

Sharpfin, a Stockholm-based provider of wealth management software, will boost its delivery capacity after closing its latest crowdfunding round according to CEO and founder Markus Alin. Just