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Fintech Providers Sidekick and PlannerPal Win PIMFA WealthTech AI Tech Sprint and Showcase Solutions at the Morningstar Investment Conference
June 2 2025
PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, a leading provider of independent investment insights, recently set a challenge to the fintech industry and asked, “how can wealth management and financial advice firms leverage AI to enhance operational efficiency by optimising end-to-end processing across front, middle, and back-office functions?”
PIMFA WealthTech and Morningstar Launch New Tech Sprint on AI
March 24 2025
The rise of generative artificial intelligence (AI) presents immense opportunities for innovation and growth across the sector, but with this comes a myriad of challenges for financial advice, planning and wealth management firms in building, testing, and deploying reliable AI solutions.
PIMFA WealthTech Partners with NayaOne to Launch Client Analytics & Profiling Tech Sprint Inbox
September 20 2023
PIMFA WealthTech, the market network and technology platform created to bring together the FinTech and Wealth and Investment […]
Fintech
Fintech Providers Sidekick and PlannerPal Win PIMFA WealthTech AI Tech Sprint and Showcase Solutions at the Morningstar Investment Conference
June 2 2025
PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, a leading provider of independent investment insights, recently set a challenge to the fintech industry and asked, “how can wealth management and financial advice firms leverage AI to enhance operational efficiency by optimising end-to-end processing across front, middle, and back-office functions?”
PIMFA WealthTech and Morningstar Launch New Tech Sprint on AI
March 24 2025
The rise of generative artificial intelligence (AI) presents immense opportunities for innovation and growth across the sector, but with this comes a myriad of challenges for financial advice, planning and wealth management firms in building, testing, and deploying reliable AI solutions.
PIMFA WealthTech Partners with NayaOne to Launch Client Analytics & Profiling Tech Sprint Inbox
September 20 2023
PIMFA WealthTech, the market network and technology platform created to bring together the FinTech and Wealth and Investment […]