The UK Wealth Technology Landscape Report 2020 – Together, we can make it – the case for collaboration in wealth management.
Wealth Managers must work to ensure both advisers and clients alike have the best tools for engagement and collaboration says Gareth Williams, Business Development Director, UK, Finantix
Acclaim recognising leaders across the global wealth management industry through the WealthBriefing awards programme FINANTIX GETS INSPIRED BY ITS...
The WealthTech Report 2020 - Using technology to improve the management of investment portfolios Efficiency and accuracy within the portfolio...
The importance of environmental, social and governance (ESG) factors to individual clients’ investment decisions can’t be overemphasised. This is an...