My friends from Finovate are taking the show back to London February 12 & 13, this time extended to two days to fit in 64 innovative companies. Here are a few sneak previews of companies I will be watching relevant in the wealth management, PFM and investing space. (via post show videos, though I will again be there live for Finovate Spring May 14 & 15 in San Francisco)
Learn how Financial Simplicity’s portfolio business management infrastructure enables wealth firms to operate thousands of individually tailored investment portfolios efficiently and compliantly.
It will reveal how portfolio management can blend new world social relevance with operational excellence. Specifically, Financial Simplicity will demonstrate:
- Whole of firm portfolio mandate and compliance monitoring in a single screen
- On-demand portfolio analysis within a socially relevant context
- Investor-tailored portfolio modelling at the click of a button
- Implement pre-compliant portfolio decision-making across a Centralised Investment Proposition in a matter of seconds
Story of My Finances is an entirely new approach in digital financial customer service. It takes online banking and PFM to the next level of mass retail financial planning and advice.
Stories are customer-driven financial life processes, such as How to spend less, Prepare for a rainy day, Buy a home or Retirement planning. Stories help end-customers to get financially fit and to have a peace of mind. Stories are the missing link between everyday people and financial products.
We believe that we can improve people’s financial life by licensing our white-label technology to financial institutions.
Investing can be time-consuming. rplan has created a simple, easy-to-use tool to create your own personal investment portfolio from over 2,4000 available investments to find the ones best suited to you.
rplan is for customers who want choice, but who don’t want to become finance specialists just to manage their investments – because there are better things to do in life than researching mutual funds.Innovation type: Investing & asset management, online, PFM
For more information and previews on all of the presenters, visit the Finovate blog.