Latest tagged: "wealthtech"
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Posted By The Community
Why personal advice + digital tools = the future of wealth management
15 September 2020
It's time to ditch the digital vs. personal debate when it comes to managing clients in the wealth m...
Written By: Delio
From Around The Web
Pascal Announces Integration with Fidelity Clearing Canada
05 June 2020
Bringing together Pascal’s digital wealth platform and Fidelity Clearing Canada’s custody and cleari...
Hosted By: Medium
FNZ strikes deal with FinSwitch
26 May 2020
Wealthtech provider FNZ will offer its tech to South African fund management. In Brief:...
Posted By The Community
Delio recognised among the world’s leading wealth tech solutions
28 April 2020
Delio is proud to feature on the WealthTech 100 for the second year in a row - celebrating the most...
Written By: Delio
Posted By The Community
Press Release: Nucoro Report Calls For Major Digitisation
11 September 2019
Nucoro report calls for major digitisation of wealth management sector but warns 84% of projects cou...
Written By: Nucoro