Digital wealth management software can increase the financial services industry’s cost efficiency and enable them to reach a wider audience with custom services.

Recommendation solutions are sometimes used by wealth management firms and banks to automatically suggest the product that a client may be interested in. They aim to increase client satisfaction and avoid wasting both the client’s and the relationship manager’s time with inappropriate offers.

As the dust starts to settle on the implementation projects related to PSD2 in the European Economic Area, it's time to reflect on what is happening with the move to open banking and ask,  what has it given us so far - and is it really just about payments?

What factors are driving innovation in open banking? Can the platform economy really work for the banking industry?

The introduction of a highly automated portfolio-based advisory process and the use of quantitative portfolio risk has led to a new advisory paradigm. In this post, we explore the challenges that come with this.

With the implementation of MiFID II in Europe and similar standards in other jurisdictions, wealth advice has effectively shifted from a “single-instrument approach” to a “risk-based portfolio approach”. This blogpost is an introduction to what this means.

Managing investments using automated technology can have clear advantages for both providers of investment solutions and investors. We will explore some of them in this blogpost.

Blockchain is a disruptive force but also a transformative one. This is how it is transforming the wealth management industry.

Increasingly, financial advisors have to determine which category their clients belong to. This blogpost shows how MiFID and FIDLEG guide wealth managers towards a more client-centric approach.

Digital wealth solutions have become a priority for financial firms catering to tech savvy investors. Read on to find out what features such solutions need.