Category : Investments

Broadridge Transforming Financial Literacy in Ireland Through AI-Powered Communication
Finance Investments News

Broadridge Transforming Financial Literacy in Ireland Through AI-Powered Communication

PR Newswire
by PR Newswire0
Helping Irish savers better understand investment products, Broadridge is developing innovative language simplification technology Broadridge Financial Solutions, Inc announced plans to support groundbreaking work in financial literacy in Ireland. Supported by IDA Ireland, the project will enable Broadridge to explore how artificial intelligence can be used to simplify the language in......
Rossby Financial Arms Its Advisors with Chief Compliance Officer Marissa Harris, CERP
Finance Investments News

Rossby Financial Arms Its Advisors with Chief Compliance Officer Marissa Harris, CERP

Business Wire
by Business Wire0
Harris’ management of compliance and risk for almost two decades across various firms lends itself to the variety of business models with Rossby Rossby Financial (“Rossby”), a tech-forward, open architecture, enterprise registered investment advisor (RIA), announced its new Chief Compliance Officer Marissa Harris, CERP, who has spent nearly 20 years across......
55ip Expands Investment Platform With T. Rowe Price Custom Models
Fintech Investments News

55ip Expands Investment Platform With T. Rowe Price Custom Models

Business Wire
by Business Wire0
Advisors gain expanded access to T. Rowe Price investment solutions combined with 55ip’s ActiveTax Technology℠ to enhance after-tax outcomes at scale 55ip, a tax-smart investment technology platform and a fully-owned subsidiary of J.P. Morgan, announced an expansion of its investment platform through a new collaboration with T. Rowe Price, a......
Advisor360° Introduces Financial Planning to Enhance the Advisor Experience
Finance Investments News

Advisor360° Introduces Financial Planning to Enhance the Advisor Experience

Business Wire
by Business Wire0
Advisor360°TM, the AI-native operating system for the advisor experience, and Conquest Planning, a technology platform modernizing financial planning with customized advice across the wealth spectrum, announced a new partnership to embed financial planning capabilities directly within the Advisor360° platform. The Advisor360° Planning solution reflects a continued focus on unifying the......
Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice
Finance Investments News

Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice

Business Wire
by Business Wire0
Savvy Intelligence unifies investments, tax, and planning—powered by the first AI agent built to act on it Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, unveiled Savvy Intelligence, a new agentic AI product within Savvy’s vertically integrated platform. Savvy Intelligence gives advisors a complete, continuously updated view......
Northern Trust and Saphyre Expand Collaboration to Enhance the Full Account Lifecycle for Investment Operations Outsourcing Clients
Fintech Investments News

Northern Trust and Saphyre Expand Collaboration to Enhance the Full Account Lifecycle for Investment Operations Outsourcing Clients

Business Wire
by Business Wire0
Northern Trust announced an expansion of its capabilities to support structured, rules‑based workflows across the entire account lifecycle for Investment Operations Outsourcing (IOO) clients. The enhanced offering builds on Northern Trust’s collaboration with Saphyre, a fintech company that facilitates account transitions to help clients more efficiently manage their complex middle-office......
RFG Advisory Partners With Bitwise To Roll Out Crypto Model Portfolios for Financial Advisors
Finance Investments News

RFG Advisory Partners With Bitwise To Roll Out Crypto Model Portfolios for Financial Advisors

PR Newswire
by PR Newswire0
Models provide curated crypto access for the fast-growing RIA platform whose advisors manage over $8 billion on behalf of clients. Bitwise Asset Management, the global crypto asset manager with more than $11 billion in client assets, and RFG Advisory, the award-winning RIA platform for financial advisors, announced the rollout of diversified crypto......
Mosaic Raises $18M Series A To Build AI-Driven Operating System For Deal Makers
Finance Investments News

Mosaic Raises $18M Series A To Build AI-Driven Operating System For Deal Makers

PR Newswire
by PR Newswire0
Radical Ventures leads financing to expand Mosaic’s deterministic deal modeling platform across investing workflows and asset classes Mosaic, the AI-driven deal modeling platform built for private markets, announced it has raised an $18 million Series A led by Radical Ventures. Mosaic will use the new funding to deepen product capabilities......
Introducing Agent Launchpad: SimCorp's Agentic AI ecosystem for investment managers
Finance Investments News

Introducing Agent Launchpad: SimCorp’s Agentic AI ecosystem for investment managers

PR Newswire
by PR Newswire0
Agent Launchpad will enable clients to discover and deploy agentic AI with ease across front-to-back investment workflows directly within SimCorp One. Orbit, a leading investment research platform, will be the first partner to make its financial intelligence agent available through Agent Launchpad. SimCorp, a global leader in financial technology, announced......
Qualitate Raises $7 Million to Bring Expert Intelligence into Every Investment and Strategy Decision
Artificial Intelligence Investments News

Qualitate Raises $7 Million to Bring Expert Intelligence into Every Investment and Strategy Decision

Business Wire
by Business Wire0
The company has grown revenue 30x and achieved 200% NRR in the last 12 months, conducted 350,000+ minutes of AI-moderated expert discussions, and now serves the world’s largest investment firms and publicly traded companies Qualitate, the world’s leading AI-native primary intelligence platform, announced a $7M seed round led by IA......
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