Tag: Wealth managers

In the dynamic landscape of financial management, Wealthtech, an intersection of sophisticated FinTech and wealth management, has emerged as a transformative force. Morningstar hosts the discussion which delves into the essentiality of user engagement through personalised, data-driven experiences and the integration of diverse, high-quality information to maintain a competitive edge.

Client lifecycle management solution developer Wealth Dynamix has launched CLMi, a cloud-based SaaS solution for wealth managers.

A recent report commissioned by Mobiquity has underlined the key priorities for UK wealth managers at this current time.