Technology

Fintech roundup: Advisor introduces new software to manage charitable giving

Plus, Wealthica opens API to other firms

By Jonathan Got |January 26, 2024

4 min read

Italian financial software firm buys Nest Wealth

Objectway sees the Toronto-based fintech firm as an "ideal fit" as it looks to expand

By Jonathan Got |January 22, 2024

2 min read

Fintech news: Firms partner up to bolster wealth management services

FusionIQ has a new compliance partner, while Croesus works with Mako on KYC

By Jonathan Got |December 15, 2023

2 min read

How financial advisors should respond to cyberattacks

Knowing the right thing to do in advance will minimize damage

By Jonathan Got |December 13, 2023

4 min read