Blog EN ByPaulo StollaronOctober 27, 2020 Keeping Up with Cloud Compliance Due to constantly changing regulatory requirements, many financial institutions are shifting towards the cloud due to its ease of Read More
Blog EN ByAntonio NerionOctober 23, 2020 What High Net Worth Individuals Want From Financial Advisors Attracting high net worth individuals can take your firm to the next level. These types of clients are those Read More
Blog EN ByAlexandre Farah DinizonOctober 01, 2020 The Hottest Fintech Companies in 2020 The fintech industry is growing each year. With the blink of an eye, we are seeing new and exciting Read More
Blog EN ByAlexandre Farah DinizonSeptember 28, 2020 How Technology Is Impacting The Asset Management Industry In order to keep up with client demands, stricter regulations, and project growth, many financial advisors are turning to Read More
Blog EN ByMarcos PuccinionSeptember 23, 2020 5 Digital Marketing Strategies to Bring in New Clients In the past, marketing efforts such as cold-calling and traditional advertising may have been effective. However, currently, the online Read More
Blog EN ByAlexandre Farah DinizonSeptember 07, 2020 Get to Know Britech: How Our Technology Can Help You If you’re a wealth manager, the chances are that your day is jam-packed all throughout. From early morning wake-ups Read More
Blog EN ByAlexandre Farah DinizonAugust 31, 2020 How to Create a Winning Website for Your Financial Firm These days, having an effective and attractive website is just as important as having easily identifiable business cards. Your Read More
Blog EN ByYuryi FerberonAugust 24, 2020 How Wealth Managers Can Embrace Digital Disruption Within the Investment World Disruption in a business context is innovation that radically alters the way things are done. Often, it’s for the Read More
Blog EN ByAlexandre Farah DinizonAugust 19, 2020 LinkedIn for Financial Advisors: The How-to Guide Social media can be a winning strategy to bring in your top clients and to full your roster - Read More
Blog EN ByRaul TortimaonAugust 18, 2020 An investment comparison: US x Europe All the European market is well experienced in investing abroad, meaning buying securities provided by other European countries, or Read More
Blog EN ByAlexandre Farah DinizonJuly 23, 2020 How The Investment Management Industry Has Been Impacted By COVID-19 Since the outbreak of COVID 19, the whole world has been shaken up. All industries across the globe have Read More
Blog EN ByAntonio NerionJuly 23, 2020 When is it the Right Time to Upgrade Your TAMP? Turnkey Asset Management Programs, or TAMPs, can provide a major advantage for investment managers and financial advisors. By the Read More