Search Results for: investment advisor

Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Fintech Funding Fintech Startups News

Germany-based QUIN Launches An Investment Advisor And Raises €1M

Fintech News Desk
by Fintech News Desk0
QUIN, an investment advisory service, raised €1M in seed funding to provide a non-custodian platform empowering people to invest safely and rationally. The round is led by sino AG, other investors include Runa Capital, APX and a number of angel investors. QUIN provides people willing to invest in the long-term......
SS&C's Black Diamond Wealth Platform Launches Command Center for Investment Advisors
Fintech Investment Services News Risk Management

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

Fintech News Desk
by Fintech News Desk0
The Client View application centralizes all client-focused workflows in one place SS&C Technologies Holdings announced the launch of Client View, a new application within SS&C Black Diamond Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage......
Fintech InsurTech News

Blockchange and Gemini Partner in Industry First to Bring Digital Assets to Registered Investment Advisors.

Fintech News Desk
by Fintech News Desk0
Solution is a secure one stop shop for RIAs who want to participate in digital assets. Quantum Capital Management has signed on, with client assets already under management. Blockchange Inc, the digital asset investing platform for professional wealth managers, and Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Artificial Intelligence

Blockchange Launches Industry’s First Digital Asset Management Platform for Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Blockchange Inc., today announced the availability of BITRIA™ – the industry’s first turnkey digital asset management platform for registered investment advisors. The platform allows RIAs to diversify their clients’ portfolios into digital assets for improved returns and risk mitigation, using similar processes to those used for traditional assets today. Request......
Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards
Fintech Investment Services News

Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards

Fintech News Desk
by Fintech News Desk0
Envestnet, and Investment Advisor magazine have announced their list of finalists for the 2020 Asset Manager and Strategist of the Year Awards. Now in its 16th year, the awards program recognizes high-conviction portfolio managers that exemplify investment management best practices. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as......
Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors
Business News

Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Combines Knowledge, Networks and Experience of Leading Advisor Recruiting and Transition Consultant Jeff Nash, CEO of BridgeMark Strategies, and Steve Pirigyi, CEO of The Higher Line Ignition Point Partners announced its launch as a comprehensive consultancy that provides outsourced expertise to heads of business development and CEOs focused on evaluating......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS
Investment Services News

Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS

Business Wire
by Business Wire0
Introduction of structured note SMAs helps Mariner Wealth Advisors scale its alternative investment offerings through CAIS’ best-in-class technology CAIS, the leading alternative investment platform for independent financial advisors, announced that it will introduce the independent wealth channel to Mariner Wealth Advisors’ separately managed accounts (SMAs) capabilities for structured notes. Mariner......
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