Fintech Impact
Wealthscope with Pauline Shum Nolan (Founder) | EP15
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:36:12
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Sinopsis
During 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.● 01:09: – Wealthscope is a web application, looking to “open the black box in retail wealth management.”● 02:18: – Pauline began as a professor of finance for the last 25 years, and worked with the university penchant plan for the last 14 years the on the institutional side.● 04:40: – Wealthscope has a free B2C version for students, and investors, but will launch a premium version for investors that are willing to pay for more customized opinions through a subscription.● 08:01: – Wealthscope built in analytics for proof of concept which allowed t