Financial Technology

Wealth management: How portfolios can be automated, yet personalized

Quantifeed’s Alex Ypsilanti explains how technology can change the way investment portfolios are built and elaborates on his outlook for fund-raising activity to develop the company’s business.

Wealth management, not too long ago, was mostly about financial planning and investment management that targeted the well-heeled. Technology, and the Covid-19 pandemic, seem to be changing that premise.

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