Compliance: Focus for Firms in 2023
For RIAs, compliance readiness is key. The right tech stack will enable firms to do more with less: providing broader oversight, better record-keeping capabilities, and deeper audit support.
Why Financial Advisors Need a Digital-First Mindset
Focusing on client experience when evaluating your firm’s technology provides a competitive edge over other Financial Advisors and Wealth Managers.
3 Key Components of an RIA Tech Stack
There are so many tech options for an RIA. Whatever option you choose, your tech stack should give you the capabilities and resources you need for success.
A new year is a great time to take a look at how your tech is performing and whether its capabilities are still meeting your needs.
AssetBook CEO Marwa Zakharia Featured in Wealthmanagement.com’s Year-End Market Outlook
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 question in her year-end market outlook, published by Wealthmanagement.com.
MarketCounsel Summit Technology Innovations Panel Garners Attention from RIABiz
During the recent MarketCounsel Summit in Las Vegas, AssetBook CEO Marwa Zakharia joined a panel discussion on Technology Innovations: Capabilities and Feature Expansion.