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Invessence Powers UTRADE Robo, the New Digital Fund Manager by UOB Kay Hian

May, 22 2018 | Christopher

Invessence Powers UTRADE Robo, the New Digital Fund Manager by UOB Kay Hian

Digital wealth management technology provider Invessence has partnered with UOB Kay Hian to launch a personal digital fund manager called UTRADE Robo (http://utraderobo.com/) for Singaporean savers. UOB Kay Hian is one of Asia’s largest financial services firms with more than a hundred years of history and distinction to their name. The firm is supported by […]

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Understanding How a Robo-Advisor Works

May, 21 2018 | Michael

Understanding How a Robo-Advisor Works

Determining the Risk Profile of the Client A Robo-Advisor typically asks a series of questions to determine the risk an investor is willing to take, enabling an ideal portfolio to be created. Some will also look further into the investor’s holdings to determine any difference between the client’s ability to take risk versus the calculated […]

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Banking on Women

April, 15 2018 | Christopher

Banking on Women

Join Mary Lou Giustini (Co-Founder) at Banking on Women in Chicago, IL on April 24th at the Bank of America Financial Center. Banking on women is the premier event for women in Chicago to see just how women are leading in finance and developing organizations, initiatives, and applications that are designed by and for women. The future […]

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The Future of Finance is the Digitalization of Wealth Management

April, 4 2018 | Michael

The Future of Finance is the Digitalization of Wealth Management

The world is changing as technology and digitalization have made inroads into every aspect of our lives and businesses. These changes are happening all over the world and the pace of the changes will continue far faster than many people and firms realize. The disruption will continue as new technologies that are present today and […]

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