Tagged: hnwis

Wealthtech: Asian Relationship Managers Don’t have Appropriate Tools or Time to Improve the Client Experience, a New Report Reveals

  Wealth Dynamix, a digital Client Lifecycle Management (CLM) solution that aims to address the requirements of client acquisition and engagement, digital onboarding, regulatory compliance, and relationship management for wealth managers, has published a new report. The report highlights the opportunities and challenges that relationship… Read More

Wealthtech: Martin Stadler, CEO at Swiss Wealth Management Fintech Altoo, Says it’s Important to Work with Incumbents to Offer Quality Services

Martin Stadler, CEO at Altoo, the developer of a wealth platform which focuses on connecting people, wealth, and related processes by leveraging the latest technology, says that his company has onboarded significantly more clients recently because of the current market situation which has seen highly… Read More

Fintech Wealth Management Firm Addepar Acquires $40 Million Investment from WestCap Group

WestCap Group, a private equity firm, has reportedly invested $40 million into Addepar, a Fintech wealth management platform. Laurence Tosi, founder and managing partner at WestCap, who has been a member of Addepar’s board of directors for the past two years, led the investment deal…. Read More

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