Tag: wealth management

  • Risk Profiling with Real-Time Bank Data: A Wealthtech Perspective

    Risk Profiling with Real-Time Bank Data: A Wealthtech Perspective

    Get Paid Faster with Finexer Connect with 99% of the UK Banks and Scale Your Business without Limits Try Now Managing client portfolios today requires more than ticking off a risk questionnaire. For UK wealth platforms, risk profiling must evolve to meet stricter compliance rules, changing client behaviours, and the demand for real-time personalisation. That’s…

  • 6 Reasons Wealth Management Platforms Are Adopting Open Banking APIs

    6 Reasons Wealth Management Platforms Are Adopting Open Banking APIs

    Looking to modernise your wealth management platform? Access real-time financial data, onboard investors faster, and stay fully compliant, all with Finexer’s Open Banking API. Try Now Wealthtech platforms are under increasing pressure to deliver seamless, digital-first experiences, and traditional onboarding and data aggregation methods are increasingly out of step. According to a 2024 report by…