RegTech WealthTech
@regwealthtech
Using #RegTech and #WealthTech to drive profitability in the #WealthManagement and #PrivateBanking sector.
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14-10-2017 06:48:08
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It is finally here – June 30th is day 1 for #FormCRS and #RegBI! Are you ready for day 2? #RegTech La Meer Inc have created a complete solution for all the #RegBI requirements. Manage #RegBI - Day 2 and beyond. bit.ly/2Zk677a
Who's ready for #RegBI (Regulation Best Interest)? The next level #suitability regulation comes into force on 30 June. This great blog highlights some of the key rules around product recommendations & #recordkeeping bit.ly/2NHmogW #RegTech #WealthManagement Global Relay
We are delighted that our GRACE solution for #RegulationBI is in the news PLANADVISER! GRACE helps #RIA and #brokerdealer firms to meet the requirements of Regulation Best Interest (#RegulationBI) while working in a #remote-first setting. planadviser.com/la-meer-launch…
Silicon Valley #RegTech La Meer Inc has a complete solution for #RegulationBI requirements. GRACE for #Reg BI covers all aspects of #clientmanagement, #compliance & has a #clientportal. Web-, tablet- and mobile-enabled -manage #RegBI - Day 2 and beyond. bit.ly/2Zk677a
The Fintech Insider Podcast - Ep. 196. Insights: #WealthTech 2018 Featuring insight from Eileen Burbidge, Alpha FMC, Nick Burns, Rebecca Skiles and Stephen Cohen. fi.11fs.com/354 #Fintech #Banking
And the move continues. Phone Booth N.1 & N. 2 is in the new office Luxembourg House of Financial Technology Thank you so much #PostLuxembourg for this great gift 🎁 Thank you LuxRelo | Immigration & Relocation Luxembourg for the move #HoST #innovationhub #welcome2luxembourg
Remember that high net worth expect the #advisor to be informed and use #technology to for example be able to produce simulations at the touch of a button, and to be able to interact with their clients via technology. Time to embrace #WealthTech and serve all types of client! x.com/The_LHoFT/stat…