Search Result for "Robo Advisors"

Robo Advisors – Changing the Face of Investments

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…

Read More
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp

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

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…

Read More
qReveal Launches Affordable QR Code Menu and Price List Solution

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

-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…

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

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

 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…

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

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

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…

Read More

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

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…

Read More
BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home

BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home

BondIT, an independent portfolio construction technology provider for fixed income, announced the ramping up of its remote working features to support portfolio managers and financial advisors working from home. The…

Read More
Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution - MoneyGuideElite

Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution – MoneyGuideElite

Envestnet | MoneyGuide, the creator of leading financial planning software, MoneyGuidePro announced a partnership with Buckingham Wealth Partners, providing access to the MoneyGuide Elite planning software to advisors under their…

Read More
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client…

Read More

Page 1 of 6

Login

Welcome! Login in to your account

Remember me Lost your password?

Lost Password