Search Results for: digital investment platform

Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform
Finance Investment Services News

Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform

Fintech News Desk
by Fintech News Desk0
Neo Financial unlocks private wealth management for all Canadians Neo Financial announced that they are expanding their product line from spending, savings, and rewards, to reimagining investing with the addition of Neo Invest. Neo Invest will offer Canadians the first fully digital, actively managed investment experience that provides access to......
New Digital Investment Platform Stackwell Aims to Close Racial Wealth Gap
Banking Fintech Investments

New Digital Investment Platform Stackwell Aims to Close Racial Wealth Gap

Fintech News Desk
by Fintech News Desk0
A Mobile Application that Delivers Automated Investment Tools and Education to Help Build Black Wealth Stackwell, a mobile application that delivers automated investment tools and education to help build Black wealth announced that it filed an application for registration with the U.S. Securities and Exchange Commission as an investment adviser......
FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions' Clients
Business Fintech Investment Services News

FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions’ Clients

Fintech News Desk
by Fintech News Desk0
FusionIQ, a leading investment research and technology provider, announced an alliance with Ultimus Fund Solutions® to deliver an industry-leading digital advisory and self-directed user experience for nearly 200 investment management firms on Ultimus’ investment platform. Ultimus®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ......
Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes
Fintech News Trading

Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes

Fintech News Desk
by Fintech News Desk0
Altruist Corp, an LA-based fintech company that provides a fully integrated digital brokerage to financial advisors, announced its partnership with DriveWealth, a global leader in digital trading technology. DriveWealth is also partnered with Citibank and will power Altruist’s brokerage execution and is responsible for safekeeping securities on behalf of Altruist’s customers......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
by Fintech News Desk0
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
Cryptocurrency News

Brooklyn Investment Group and Apex to Launch A.I. Powered Unified Managed Account Platform Across Digital and Traditional Assets

Fintech News Desk
by Fintech News Desk0
Solution Will Service Independent Financial Advisors Through Apex Clearing, Apex Crypto, and Brooklyn Investment Group Managed Accounts Platform to Integrate Investing in Crypto and Traditional Assets Through One Custodian Brooklyn Investment Group, LLC (“Brooklyn”), an A.I. powered managed accounts platform and Apex Fintech Solutions Inc. (“Apex”), the “fintech for fintechs,”......
Unifimoney Secures $10 Million Seed Investment For Its Turnkey Digital Wealth Management Platform
Cryptocurrency Investment Services News

Unifimoney Secures $10 Million Seed Investment For Its Turnkey Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
The investment will drive Unifimoney’s product development and operations, extending support of alternative assets including cryptocurrency and blockchain based services Unifimoney Inc., a turnkey digital wealth management platform for Community Banks and Credit Unions, announced a $10m Seed round. Unifimoney’s platform offers a comprehensive digital wealth management platform with trading of over......
Inland Investments Selects AIX Platform to Power End-to-End Digital Processing of Alternative Investment Offerings
Investments News

Inland Investments Selects AIX Platform to Power End-to-End Digital Processing of Alternative Investment Offerings

Fintech News Desk
by Fintech News Desk0
Alternative investments platform provides seamless point-and-click experience for Inland Investments’ wealth management partners Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, announced that Inland Real Estate Investment Corporation (“Inland Investments”) has selected the AIX platform as one of its electronic platform providers to onboard new funds and streamline......
Kingswood US Launches Digital Alternative Investments Platform
Fintech Investment Services Investments News

Kingswood US Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo

Fintech News Desk
by Fintech News Desk0
All-Digital Platform for Fast-Growing Independent Wealth Management Firm Reduces Paperwork, Allows Seamless Document Delivery and Signature Collection Elevates Financial Advisor Support While Empowering the Delivery of Widest Possible Spectrum of Institutional Quality Investment Solutions to Address Fast-Changing Client Needs Kingswood U.S., a network of wealth management firms that oversees more......
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