The power of secure collaboration
In today’s world, every financial professional has a different tech stack. If a financial advisor...
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 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...
Securing Sensitive Data, Improving the Client Experience
Michael van Lierop, Founder of New Outlook, published a great blog describing how their clients are...
Why Retirement, Pension, and Group Benefits are Major Targets for Cyber Attacks
Retirement plan participants' financial and personally identifiable information (PII) is stored...
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...
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