FinTech
How a performance reporting firm largely unknown to RIAs is taking on Addepar and Advent
WealthTouch, which manages $200 billion for 300 clients, got acquired by mass-market-oriented Archway in a bid for the RIA segment. Brooke’s Note: The problem with creating technology to solve the reporting demands of the ultra rich is that they are not wholly technical problems. You can’t give real-time reports on…
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