The power of secure collaboration

In today’s world, every financial professional has a different tech stack. If a financial advisor...

Financial Advisors

US RIA WealthTech Landscape Report

The first edition of Wealth Mosic's US RIA WealthTech Landscape Report (US RIA WLTR) is now...

Living in the world of the mobile people

We live in a mobile world – the way that people communicate, shop, and consume information and...

SideDrawer

SideDrawer Selected as an Excellence Awardee for WealthTech Service Provider of the Year

SideDrawer has been selected as an Excellence Awardee in the 8th annual Wealth Professional Awards,...

Total Cost of Ownership (TCO): why a SaaS Approach Pays?

In the SaaS world, the cost of the license is only a fragment of the true cost a wealth...

Why FinTechs should work with each other

Collaboration between FinTechs can make for a better overall proposition for advisors says Ali...

Why Retirement, Pension, and Group Benefits are Major Targets for Cyber Attacks

Retirement plan participants' financial and personally identifiable information (PII) is stored...

Document Storage

How document storage and collaboration tools are integral to holistic financial planning

Holistic financial planning and wellness requires a more diverse range of inputs to get to a...

How to Protect Your Business From Cybersecurity Breaches

Understand that cyberattacks don’t just target big businesses.When data breaches become known on...

Get all News Updates to your inbox.

Easy email reminders who count on the weekly recap.