Search Results for: Robo Advisors

Banking Business Featured Fintech

Robo Advisors – Changing the Face of Investments

Tanika Mehrotra
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
MoneyRates Shares 10 Steps to Take When Choosing a Robo-Advisor
Fintech Investments News

MoneyRates Shares 10 Steps to Take When Choosing a Robo-Advisor

Fintech News Desk
Human advice on automated wealth managers Robots already vacuum homes and carry medical supplies in hospitals, so why shouldn’t consumers consider them to help manage their money? The financial comparison site MoneyRates.com breaks down the steps consumers can take to choose a robo-advisor before they make the leap to automation in What is......
Informa Explores Robo-Advisory Space with New Digital Tool
Banking Digital Fintech Investments News

Informa Explores Robo-Advisory Space with New Digital Tool

Fintech News Desk
New Digital Tracking Tool Mines ≈$450 Billion Industry for Strategies to Boost Performance of Banks, Investment Firms Financial services firms looking to grow robo-advisory wealth-management platforms can now gain market insights and competitive intelligence with new digital tracking launched by Financial Benchmarking & Omnichannel Experience (FBX). Similar to other tracking......
Tickeron Reveals AI Trading Robots for Cryptocurrency Markets
Artificial Intelligence Cryptocurrency Fintech News Trading

Tickeron Reveals AI Trading Robots for Cryptocurrency Markets

Fintech News Desk
Tickeron, an artificial and human intelligence platform delivering unparalleled trading insights and analysis, launched its new AI Robots tool for cryptocurrency trading. This valuable technology is making cryptocurrency trading analysis much more accessible to investors through predicting breakout and target prices, back-testing patterns, and providing other valuable cryptocurrency trading information. Read More:......
Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
Business Fintech News

Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Artificial Intelligence Capital Markets Fintech Investment Services

Oranj Adds Technology Investment Services and ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
ROBO Global, an index, advisory and research company, joins the growing list of asset managers on the Oranj custodian-agnostic platform  Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that ROBO Global has joined the growing list of best-in-class asset managers to make their......
Singapore's Volopay raises $2.1m
Fintech Investment Services Mobile Banking News

Access Softek Launches First Robo-Advisor Designed to Seamlessly Integrate into Online and Mobile Banking Platforms

Fintech News Desk
-EasyVest brings growth opportunities to financial institutions and affordable financial wellness to all consumers- Access Softek, Inc., an online and mobile banking software provider, has launched its EasyVest tool, a robo-advisor that provides the services of a personal investment advisor via automation. EasyVest is the first robo-advisor designed to seamlessly......
Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey
Fintech News

Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey

Fintech News Desk
 Broadridge Financial Solutions, a global Fintech leader, released results from a survey of over 300 financial advisors, revealing that financial advisors are accelerating the transition of their business models to offer more holistic financial wellness services. Read More: Amidst COVID-19 Pandemic, QUID To Provide Cash To Illiquid & Laid Off Employees......
SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......