NEW YORK, July 17, 2025--(BUSINESS WIRE)--Masttro, the global leader in wealth tech solutions for family offices, registered investment advisors (RIAs), wealth managers and wealth owners themselves, ...
OneAmerica and intellicents collaborate on client offering; AdvisorEngine introduces data visualization dashboards; Savvy Ladies receives grant to develop mobile portal advancing women's financial ...
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Wealth managers struggle to meet tech demands
The wealth management industry is facing significant challenges in meeting clients’ growing technological expectations. A recent study by Avaloq, a digital banking and wealth management technology ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The platform upgrade comes at a time of rising global asset valuations ...
According to a global survey of wealthy clients, trust in financial advice remains strong. However, the willingness to switch providers is on the rise. The decisive factors are fees and service ...
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