FinMason

"In the past six months alone, FinMason analyzed 10 million portfolios – as many as they had in the full year prior." ow.ly/3QAy50DPZ8K #fintech #wealthtech

"A partnership with a service provider that already has access to the necessary data vendors means cutting down the number of required vendors dramatically, freeing up resources that can be channeled into bringing new products to market." ow.ly/mzlK50EevQo #fintech #ESG

"...the new paradigm will require these IBDs to change the advisor-client experience they are offering to provide more open architecture, better technology, low-cost products and service models that are necessary for advisors to succeed..." ow.ly/DmoI50EckkX #wealthtech

"Twenty-eight per cent of respondents found that subcontracting to a tech provider was the most effective solution as it saved investment in a technology network infrastructure while simultaneously allowing access to a better pool of talent." ow.ly/xbVB50E6dKM #fintech

"The pairing of two best-in-breed solutions – FinMason's API delivery system and OWL's ESG Ratings – presented a clear win for our Customers: a streamlined and accelerated deployment of holistic sustainable investing data..." ow.ly/UM9050E69fH @ZephyrInforma #fintech #ESG

“...one of the prominent questions we should be asking in the industry is how can advice firms integrate sustainability within their advice processes, within their investment propositions without it becoming a tick box exercise.” ow.ly/22cm50E2jOV #ESG #financialplanning

"Aperture contends that instead of attributes that can be easily sourced from third parties, financial services software providers should be judged on scalability, cost of ownership and ease of interaction." ow.ly/2AHu50E0fGG #fintech #wealthtech

"Edward Jones found in a survey of 1,242 investors…[that] 95% of respondents believe it’s important that their advisor uses the latest available technology when advising them, the company found." ow.ly/Zhrg50DWkvc #fintech #wealthtech @FinAd_IQ

"...firms are 'going to need to find ways to modernize their platforms and mutualize their investments, their innovation' and 'build scale — and I think you’re going to start to see a much greater focus on integration...'" ow.ly/4kYl50DUjfF @BermanThink #fintech

"This year we found that ethical and sustainable funds have been among the best performers, with nearly a fifth of all the ethical and sustainable funds that were eligible achieving the highest possible five-Crown rating." ow.ly/zZh250DO3A7 #ESG #fintech #wealthtech

"@Broadridge's Next-Gen Technology Adoption Survey indicated that firms also reported a range of strategic benefits from prior investments in emerging technologies, including accelerated time to market, better decision-making and improved risk management." ow.ly/XhYJ50DJPQc

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"The Aite report finds that financial institutions 'that provide complete and far-reaching ESG offerings will come out ahead of their peers for years to come.'" @ThinkAdvisor thinkadvisor.com/2021/02/22/ait… #fintech #wealthtech #ESG

"The future is all about catering to the changing consumer. Personalization is the future of the wealth management industry.” - Kevin Crowe, @SEIAdvisors ow.ly/GpNa50DwNv9 #fintech #wealthtech

"Developer reliance on #APIs continues to increase:Developer reliance on APIs accelerated during the pandemic and will continue to increase in 2021; 61% of developers used more APIs in 2020 than in 2019, and 71% plan to use even more this year. " ow.ly/P3W650DvA4E #finech

"When an anxious client calls about market activity, an advisor can act as a calming influence by modeling the client’s current financial situation next to the advisor’s recommended plan...[to] demonstrate the impact of any recommendation in real time." thinkadvisor.com/2021/01/28/3-t…

"Last summer we saw many of the large financial institutions delay projects as they scrambled to get their footing in a fully remote environment...[realizing] that digital success will be a primary driver of business success in 2021 and beyond."-Wes Graves fintechcto.club/why-integratio…

Top RIAs will deliver hyperpersonalized, data-driven, digitally delivered, goals-based advice while simultaneously leveraging state-of-the-art technology and workflows. ow.ly/IiAk50DkRna #fintech #wealthtech

"...56% of IT decision-makers view #APIs as assets that help [orgs] build better digital experiences & products, 52% say APIs accelerate innovation by enabling partners to leverage digital assets at scale, 40% view APIs as systems integration enablers... " ow.ly/Oo9J50DiHd4

"...since much of digital transformation involves combining disparate data and functionality into rich user experiences and process automations, APIs are an essential ingredient in modern business strategies. " ow.ly/BRUd50DeAOy #fintech #wealthtech #API