Tagged wealthtech

Press Release

Neighborhood Income Solutions Invests $2.5 Million in CU WealthNext

 Read More
PRAAMS Transforms Brokerage and Asset Management With Innovative Wealthtech Solutions
Press Release

PRAAMS Transforms Brokerage and Asset Management With Innovative Wealthtech Solutions

 Read More
CacheTech Advisor Solutions Welcomes Raj Shekhar, Ph.D, CFA as a Portfolio Manager and Head of Quantitative Research
Press Release

CacheTech Advisor Solutions Welcomes Raj Shekhar, Ph.D, CFA as a Portfolio Manager and Head of Quantitative Research

 CacheTech Advisor Solutions Strengthens Quantitative Expertise with the Appointment of Raj Shekhar, CFA, as Portfolio Manager and Head of Quantitative Research Read More
Sora Finance Raises $3.9M to Offer Credit Management as a Service to Financial Advisors and Employers
Press Release

Sora Finance Raises $3.9M to Offer Credit Management as a Service to Financial Advisors and Employers

 Read More
Velexa Launches Embedded Investing as a Service Platform
Press Release

Velexa Launches Embedded Investing as a Service Platform

 Financial and non-financial institutions will now have access to flexible and scalable technology to help customers invest and grow their wealth. Read More
Seven Group Partners With XY Planning Network to Help Financial Advisors Elevate Their Marketing and Expand Their Digital Reach
Press Release

Seven Group Partners With XY Planning Network to Help Financial Advisors Elevate Their Marketing and Expand Their Digital Reach

 The partnership between Seven Group and XYPN gives advisors a tactical advantage in the digital world. Read More
Prominent WealthTech Pundits Discuss Industry's Most Significant Challenges and Opportunities in 'Wealth Technology Viewpoints' Video Series
Press Release

Prominent WealthTech Pundits Discuss Industry's Most Significant Challenges and Opportunities in 'Wealth Technology Viewpoints' Video Series

 Read More
Redi2 Technologies' Redi2 Revenue Manager™ Platform Implemented by Beutel, Goodman & Company Ltd.
Press Release

Redi2 Technologies' Redi2 Revenue Manager™ Platform Implemented by Beutel, Goodman & Company Ltd.

 Powerful Solution Enhances Scalability and Efficiency Read More
Wealth Technology Visionaries Share Valuable Industry Insights Through Upcoming Video Series
Press Release

Wealth Technology Visionaries Share Valuable Industry Insights Through Upcoming Video Series

 Industry Icon Lori Hardwick Facilitates Panel of Prominent Wealth Technology Experts in 5-Episode 'Wealth Technology Viewpoints' Video Series Read More
Influential Industry Innovator, Lori Hardwick, Joins Silver Advisory Board to Guide Fast-Growing Wealth Technology Subsidiary
Press Release

Influential Industry Innovator, Lori Hardwick, Joins Silver Advisory Board to Guide Fast-Growing Wealth Technology Subsidiary

 Silver Adds Wealth Technology Luminary to Strategic Advisory Board to Accelerate Adoption of Silver Wealth Technologies' Transformative Foundational Data Platform Read More
Press Release

Lori Hardwick to Join Red Rock Strategic Partners as CEO of Wealth Tech

 Read More
Press Release

SmartRIA Announces Integration With SS&C's Black Diamond Wealth Platform to Streamline Compliance

 Read More
Preet Banerjee Joins Wealthscope as Partner
Press Release

Preet Banerjee Joins Wealthscope as Partner

 Read More
Active Allocator Announces 2018 Highlights
Press Release

Active Allocator Announces 2018 Highlights

 FinTech extends digital asset allocation and portfolio construction product, adds emerging markets capabilities, enhances investment research. Read More
Totum Risk Taps FinMason to Expand Portfolio Analytics Suite
Press Release

Totum Risk Taps FinMason to Expand Portfolio Analytics Suite

 New product will help advisors to visualize and communicate risk Read More
Oranj and Redtail Integration Unites CRM Leader With Industry's First Free Wealth Management Platform
Press Release

Oranj and Redtail Integration Unites CRM Leader With Industry's First Free Wealth Management Platform

 Redtail advisers will now have access to the industry's first free wealth management software and model marketplace Read More
ActiveAllocator Deploys Cutting Edge Asset Allocation Platform for South Africa
Press Release

ActiveAllocator Deploys Cutting Edge Asset Allocation Platform for South Africa

 Support and funding for product localization provided by Sanlam Investments Read More
FinMason Launches in Europe
Press Release

FinMason Launches in Europe

 Euro currency support within acclaimed investment analytics as a service platform marks firm's continued international expansion Read More
Active Allocator Announces Agreement With View Capital Advisors, LLC
Press Release

Active Allocator Announces Agreement With View Capital Advisors, LLC

 Top tier RIA benefits from Active Allocator investment methods. Read More
Active Allocator Announces 2017 Highlights
Press Release

Active Allocator Announces 2017 Highlights

 FinTech startup meets ambitious product and business development targets Read More
Active Allocator Adds Akl Noun to Executive Management Team
Press Release

Active Allocator Adds Akl Noun to Executive Management Team

 Top digital banking executive joins FinTech to spearhead firm's expansion in the Gulf and Middle East Read More
FinMason Launches FinTech Accelerator Program With Free Access to Investment Analytics API
Press Release

FinMason Launches FinTech Accelerator Program With Free Access to Investment Analytics API

 FinSpring initiative overcomes big challenge for start-ups - accessing institutional-grade analytics. Read More
Press Release

AGDelta Awarded Singapore/Israeli Innovation R&D Grant for Robo-Assisted Wealth Platform (RAWP)

 Read More