WealthTech Cookbook. How to Build Comprehensive Wealth- & Asset-Management Software
Vasyl Soloshchuk
![Vasyl Soloshchuk]()
Vasyl Soloshchuk
CEO @ INSART | Fintech Business Accelerator | Strategy | Product | GTM | Fundraising | Investor
At WealthTech Club, we are starting a new series of articles called “The WealthTech Cookbook” in which we intend to discuss all the main components of wealth-management software platforms, including digital and robo-advisors. We’ll analyze functionality, architecture patterns, and examples of implementation for each component. The entire WealthTech Cookbook will be based on the knowledge base gained in our Competency Center.
Read the overview of the components that we will discuss on WealthTech Club.
President at Olsen Annuity Education
7 年The WealthTec I use is an estate and financial planning software package created by Howard Eisenberg, and that's what it's called - WealthTec. see www.wealthtec.com. HECKUVA TOOL!!!