A new report released by Kidbrooke has revealed the potential of wealth planning software to help insurance companies adhere to regulations, as well as monetise dormant customer segments in their existing books. The challenge of monetising these dormant customers is compounded by the issue of ‘orphans’ – customers who have lost contact with their IFA and no longer have access
Dynasty Financial Partners and BridgeFT have recently announced a groundbreaking partnership that will revolutionize the wealth management industry. This exciting new collaboration will enable Dynasty to provide integrated wealth technology services throughout their network, offering a more streamlined experience for their clients. The key to this partnership lies in BridgeFT’s revolutionary WealthTech API. This innovative technology eliminates the need for
Blockchain technology has been gaining in popularity over the past few years, as businesses look for new ways to transact without the need for third parties. The industry is continuing to grow and evolve, with more companies now looking to explore the potential of blockchain solutions for their supply chains. In this regard, Spanish technology firm Finboot has teamed up
