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Dan Nolan

As a Product Manager with AdvisorEngine, Dan successfully navigates the intersection of finance and technology to advance our open-architecture approach. He works closely with institutional and independent financial advisors creating new, innovative and engaging solutions.

Blog Feature

AdvisorEngine  |  Financial Advisors  |  On-Boarding  |  Technology  |  Wealth Management  |  Wealth Management Technology

Top 4 Reasons Why the Wealth Management Industry Needs to Develop its Digital Capabilities

Everything nowadays is all about the “experience.” Why should wealth management be any different? It shouldn’t be. Advisors should strive to provide clients with exceptional financial experiences.  Unfortunately, we find that within the realm of the wealth management industry, the financial experience process has been slow to catch up with 21st century standards.

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Blog Feature

AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

Developing a FinTech Product: How Does it Work?

The financial technology space is expanding. In 2018 alone, FinTech companies raised a record $39.6 billion in funding, up 120% from the previous year. Much of this funding went toward the development of new products and services. But how exactly does this FinTech product development process work?  A common analogy for the product development process is operating an assembly line. Ideas go in one side and products come out the other. The shortcoming of this analogy is that it describes a very linear activity - whereas the actual product development process is fluid and iterative.

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