Summary:
In this 82nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Simon Boulet, Founder and CEO at Wealthica. Wealthica is an investment aggregation platform that allows you to consolidate all of your different investment accounts in one easy-to-use platform with intelligence and triggers that help you to make better actionable decisions. Learn how this company was started and the value it has to offer.
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In this 81st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Aashu Virmani, Executive Vice President at Fuzzy Logix and FastINDX. Fuzzy Logix is a big data management platform that applied artificial intelligence to extremely large sets of data in a very fast and efficient way that helps businesses with a variety of tasks. Hear about how Fuzzy Logix, along with FastINDX creates custom indexes that can be screened on many different parameters that match a client’s value proposition.
Read MoreIn this 80th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Perry Rahbar, CEO and Founder of dv01, a data management, reporting and analytics platform that brings transparency and insight to lending markets to help them become more efficient for institutional investors and safer for the world.
Perry shares how dv01 began, their various tools including market surveillance and portfolio management options, and how the financial industry will benefit.
During the 42nd episode of the Fintech Impact Podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes Melissa Best, CEO and Founder of Quickestate. After 32 years as a money manager, Melissa leveraged her knowledge to create a tool to make estate settling easier for families. Quickestate is the company that resulted. It is a company that provides the software which allows for an easy estate settling process. The tool supports advisors in giving the best support to their clients and allows the information to be presented in an organized, actionable way. Melissa and Jason discuss the intricacies of settling an estate and how Quick Estate eases the settlement process.
Read MoreDuring the 15th episode of Fintech Impact, Jason Pereira interviews Pauline Shum Nolan, the Co-Founder and CEO of Wealthscope, an online tool for accessing portfolios. Pauline shares the creation and opportunities available with Wealthscope, which digs beyond performance, into various parameters like factor-based investing, fees, and long-term projections of income.
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