Tag: wealth management software

How wealth managers can maintain client trust in the age of...

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.

Wealth management software market to be worth $5.8bn by 2025

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 to boost ‘delivery capacity’ after closing SEK2.7m Invesdor round

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

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