Within the realm of wealth management, advisors play a pivotal role in shaping the customer journey, serving as the primary point of contact for clients throughout their relationship. The delivery...

Dive into the dynamic world of wealth management in 2024 and explore the current trends shaping the industry alongside Futora. From the realms of digital transformation, sustainable investing (ESG), Robo-advisers...

The increasing interest in incorporating structured products into portfolios by family offices has not gone unnoticed. Distributing structured products introduces a higher level of complexity compared to conventional investments. However,...

Futora’s Platform empowers wealth advisors in the dynamic world of wealth management by providing a versatile and customisable white-label solution. Key features include pricing and execution of structured products, streamlined...