Search Result for "Robo Advisors"

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
Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category

Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category

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…

Read More

Top Technological Revolutions in Banking Over the Last Decade…

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…

Read More
Sabadell Will Launch a New Strategy With a Clear Focus on Its Domestic Market

Sabadell Will Launch a New Strategy With a Clear Focus on Its Domestic Market

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…

Read More

AU10TIX Advances Identity Verification Approach for Crypto Exchanges

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…

Read More

London-based TransferGo Secures €5 Million From Silicon Valley Bank to Power Instant Payments

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…

Read More
Sapiens CoreSuite for Life, Pension & Annuities Recognized in Gartner's Critical Capabilities for Life Insurance Policy Administration Systems, Europe

Sapiens CoreSuite for Life, Pension & Annuities Recognized in Gartner’s Critical Capabilities for Life Insurance Policy Administration Systems, Europe

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…

Read More
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

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…

Read More
HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager Tech

HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager Tech

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…

Read More

Page 2 of 7

Login

Welcome! Login in to your account

Remember me Lost your password?

Lost Password