430 clients participated in the product design process, resulting in a growing library of readymade, role-specific ‘visualization templates' that each user can customize Purpose-built dashboards equip ...
NEW YORK, July 17, 2025--(BUSINESS WIRE)--Masttro, the global leader in wealth tech solutions for family offices, registered investment advisors (RIAs), wealth managers and wealth owners themselves, ...
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Wealth managers struggle to meet tech demands
The wealth management industry is facing significant challenges in meeting clients’ growing technological expectations. A recent study by Avaloq, a digital banking and wealth management technology ...
Systemic inequities and barriers keep people of color from achieving economic security through employment, education, and homeownership, resulting in racial disparities in wealth and income. These ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The platform upgrade comes at a time of rising global asset valuations ...
TORONTO, ON, CANADA, December 14, 2022 /EINPresswire.com/ -- FutureVault, an industry-leading provider of secure digital document vault and Personal Life Management ...
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