As digital banking accelerated consumer expectations for a tech-first client experience from their financial services providers, how is the wealth management industry keeping up? AssetBook CEO Marwa Zakharia explores this…
Is your Tech Stack ready for 2023? A comprehensive financial technology (fintech) stack is integral to running an efficient advisory firm. Aside from being the primary platform that enables your…
Advances in technology have many advisory firms investing in new and powerful solutions, a trend that is certainly paramount to our industry’s future. However, reports indicate there are both delivery…
A 2022 Finserv Compliance Benchmark Report from Hearsay Social indicates 42% of respondents, including RIAs and independent brokers/dealers, expect to increase compliance staff in the next year. According to Hearsay…
At AssetBook, we partner with financial professionals to help them provide comprehensive and personalized experiences to their clients through our portfolio management platform Pulse and client engagement portal Valian.
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