Document Management

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...

Mobile

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,...

TCO

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...

FinTechs

Why FinTechs should work with each other

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

Sensitive Data

Securing Sensitive Data, Improving the Client Experience

Michael van Lierop, Founder of New Outlook, published a great blog describing how their clients are...

Retirement Plans

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...

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