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months after the new online wealth management service started making waves online. The company, launched in September by former PayPal CEO Bill Harris, has developed a brand new iPad app that will ...
Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management experience, driving engagement and innovation. A trusted platform for tracking ...
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KDi GO, M’sia’s Newest Wealth Management App Is Now AvailableKDi GO is the latest wealth management app on the Malaysian market. It has also received the approval from the Securities Commission Malaysia to launch its e-services platform. According the press ...
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Wealth management clients expect more personalised experience from their firms’ mobile apps, websitesAmong self-directed clients, 44% say they “strongly agree” that they expect their wealth management firm’s websites and apps to help them meet their financial goals. That percentage is up ...
LAUSANNE, Switzerland, April 22, 2025 /PRNewswire/ -- SwissBorg, a European wealth management app with over one million users, has introduced the Dream Fund campaign, a new initiative that will ...
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