What is Wealthtech? Technology Tools for Advisors and Wealth Management Firms

When you combine “wealth” and “tech”, the result is “wealthtech”. Wealthtech companies are helping financial advisors and wealth management firms achieve faster and more profitable growth. Financial advisors and wealth management firms today are inundated with promising technology solutions that streamline client data, optimize portfolios, improve marketing effectiveness, and provide seamless back-end processes. But advisors […]