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Research and Analysis
3 July 2018

Advicefront: The Platform for Financial Advisors with Their Clients in Mind

AdviceFront is an investment platform for independent financial advisors. It is based on algorithmic investing and behavioral side of financial advice.
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Research and Analysis
26 June 2018

WealthBar: Stress-free Online Investment

WealthBar provides online financial advisory, investment management, and financial planning tools to investors.
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Research and Analysis
21 June 2018

Quovo: More than Just a Data Aggregator

Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions.
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Research and Analysis
12 June 2018

Totum Risk: Thinking Outside the Box of “Just FinTech”

Totum is the digital risk tolerance questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
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Research and Analysis
7 March 2018

Enterprise Wealth Management with MyVest: Successful Business with a Human Touch

MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
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Research and Analysis
13 February 2018

AdvisoryWorld: Technology Investment Professionals Cannot do Without

AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
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Research and Analysis
8 February 2018

PlanPlus: Goal-based Financial Planning with Ease

PlanPlus is an Ontario-based provider of a high-quality multilingual goal-based financial planning software. PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global in 2017.
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Research and Analysis
4 January 2018

NexJ: Intelligent Customer Management for Insurance and Financial Markets

NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
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Research and Analysis
21 December 2017

Aspiration: How to Make Money Making a Difference

Aspiration helps thousands of Americans to become healthier financially and to accelerate in a sustainable manner.
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Research and Analysis
19 December 2017

Evolute: On a First-name Basis with Technology and Industry Regulations

Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.
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