Technology

15 posts
Wealth Management

The Changing Trend of Individual Wealth in India

Trend of individual wealth in IndiaInvestors are invested in their journey to wealth creation. The transition of wealth from the hands of the older generation to…

Business

Adapting to Change – 5 Ways Technology can Boost Financial Advisory

Financial planning is a forward-thinking goal-based collaborative process and as advisors, you are expected to assist clients across a spectrum of financial needs. Holistic financial planning…

Financial Advisors

How Financial Advisors can Leverage Fintso’s Analytical Capabilities

With increasing digital adoption by clients, there is an increasing need for advisors to adopt technology to enhance their advisory capabilities. Data is the new superpower,…

Technology

Choosing an Advisor – How Technology Will Drive This Decision?

In this charged environment of Covid-19, investors need to be tech-savvy and personally quite invested. This involvement in financial planning has led to a shift in…

Business

How do we get around Security Issues using DevSecOps?

As they say, a strong fortress needs a strong foundation. Making a robust platform, with data security at its core, requires us to ensure that every…

Financial Advisors

How is Working From Home Affecting an IFA’s Business?

Does working from home affect an IFA's business?Advisors are the heart of the wealth management industry in India. Their ability to serve growing customer needs…

Business

What is Data Entitlement and Why Does it Matter?

"With great power comes great responsibility", - the Peter Parker Principle is a proverb popularized by the Spider-Man comic books written by Stan Lee. Keeping Client…

Technology

What Drives Our Choices?

A path-vector routing protocol is a network routing protocol which maintains the path information that gets updated dynamically. Updates that have looped through the network and…

Technology

From Digital Connections To Direct Networking

IFAs coming together: · Importance of networking within IFAs · Increasing knowledge about the industry and its evolution · What IFAs need to evolve. What IFAs need to do…

Business

IFAs Are Now a Dwindling Resource: How Can They Pull Themselves Together?

57% fall in IFA registrations in November 2019 as compared to the corresponding month of 2018. [1] Regulatory changes in TER structure, a shift in the…

Technology

Financial Advisors vs. Robo Advisory: A Deep Study

Algorithm-based predictive financial advisory services are taking India by storm. FinTech organizations offer several financial services through their Robo Advisors. Pre-fed data via surveys and information…

Technology

Fintso Innovations: Data Security & Privacy

Data security and privacy are at the core of the platform design of Fintso given that it is a multi-tenant Fintech platform. This is one of…