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…
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“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…
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Folio Financial announced that it has been chosen as a Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space…
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Financial Technology, (Fintech), like every other sector, is booming with many revolutionary changes and substantial development. The goal of Fintech companies is to provide their consumers with financial services which…
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The new strategic plan will be presented during the first quarter of 2021 The bank is strongly positioned and is on a solid path to increase profitability and generate value…
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Global Digital Currency Companies Demand Automated Identity Verification to Capture Growth During Crypto Surge Crypto markets are some of the most complex markets in which to ensure regulatory compliance due to potential…
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TransferGo, one of the world’s fastest growing money transfer companies, today announces it has received around €5 million in financing from Silicon Valley Bank UK Branch (SVB), the bank of the…
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Sapiens International Corporation (NASDAQ: SPNS) (TASE: SPNS), a leading global provider of software solutions for the insurance industry, today announced that Gartner, Inc. has recognized Sapiens CoreSuite for Life, Pension & Annuities as a…
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Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big…
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In the fintech arms race underway among asset managers, HiddenLevers, a leading tech platform in the space, announced new AM-centric workflows that turn the model construction process into an advisor-facing…
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