Private Banker International on MSN2d
Copia Wealth Studios launches new AI wealth platform
The platform’s AI assistant provides intelligent insights and answers queries by understanding the user's portfolio.
Hosted on MSN4mon
Wealth management clients expect more personalised experience from their firms’ mobile apps, websites
Among self-directed clients, 44% say they “strongly agree” that they expect their wealth management firm’s websites and apps to help them meet their financial goals. That percentage is up ...
The Star1y
Versa – a fresh injection in the wealth management space
Founded by a group of fintech entrepreneurs, Versa was established three years ago as a digital wealth management app. Since its registration with the Securities Commission, Versa has two main ...
GlobalData on MSN11d
Docupace buys workflow management tech provider Hubly
The acquisition automates client onboarding, account opening, and tax preparation, saving Hubly's customers hours.