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Wealth Management 2025: More Efficient, More Personalized and More Accessible Through Intelligent Technology

Managing assets is becoming increasingly complex. The problem is that traditional wealth management processes are often rigid and lack flexibility. Outdated systems, missing interfaces, and a lack of…


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Change Data Capture: The Role of Real-Time Data in Modern Wealth Management

In an increasingly digitized financial sector, precise and up-to-date data is not just desirable, but the key to competitiveness. Banks, financial platforms, and similar entities face the challenge…


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wealthAPI and brokerize close strategic partnership to enhance digital wealth management

wealthAPI announces its strategic partnership with brokerize, a leading provider of multi-brokerage API solutions. This collaboration signifies a key alliance between the two companies. This…


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The Revolution of Cash Flow Analysis: From Rigid Rules to Intelligent Vectorization

The precise analysis of financial transactions is essential for effective financial planning. However, identifying regularly recurring payments, such as subscriptions, has long been a challenge.…


wealthAPI-open-finance-s

The FIDA Discussion: Opportunity or Setback for the Future of European Finance?

Recently, there has been an uproar in the financial world surrounding the Financial Data Access (FIDA) regulation – an initiative that was supposed to shape the future of the European financial…


wealthapi Team

wealthAPI Corporate Values: The Foundation for Our Success

In today's dynamic business world, company values are more than just buzzwords on a website. They are the heart of an organization, shaping its culture, guiding decisions, and paving the way to…


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