Driving Growth Through Digitization – Why Are So Many Wealth Managers Missing Out?
24 March 2021
Wealth managers which are systematizing client intelligence and empowering their advisors with
Wealth managers which are systematizing client intelligence and empowering their advisors with
A round-up of executive moves in the global wealth management sector during January 2021.
InvestCloud's CEO adds details to the thinking behind the recent merger deal with Finantix and
Here are the winners of the WealthBriefing Swiss Awards 2021 - the eighth such programme honouring
Finantix and Tegra118 are being melded with InvestCloud to build a Software-as-a-Service wealth
This news service recently caught up with Finantix founder and director Alessandro Tonchia.
.jpg)
This is an exploration of all the ways in which the sector can utilise new technologies to deliver
Winners of the recent WealthBriefing Swiss Awards in Geneva spoke to this publication about their
In a constant refinement to nail down what clients want and anticipate their future needs, data can
This publication sits down with the founder and CEO of Finantix.