Search Result for "Robo Advisors"

Docupace Launches New Reg BI Compliance Solution

Docupace Launches New Reg BI Compliance Solution

Docupace announces Tracker BI product for delivery and comprehensive digital management of Form CRS and disclosures for Wealth Management Firms  Docupace, the leader in cloud-based fintech digital operations software for…

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Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors

Addepar Introduces Pricing Assurance Program to Support RIAs

Addepar Assurance offers pricing credit to RIAs amid market volatility Addepar, a leading technology platform for wealth management, announced Addepar Assurance, a program designed to make it easier for new…

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American Fidelity Appoints SS&C for Insurance Investment Accounting Partnership

Xplore Wealth Selects SS&C to Help Realize Its “One Platform” Goal

Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology SS&C Technologies Holdings, announced that Xplore Wealth chose SS&C’s Global Wealth Platform (GWP) to help the firm…

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Donna Peeples Joins Envestnet's Executive Leadership Team as Chief Relationship Officer

Envestnet Announces Leadership Appointments

The Board of Directors of Envestnet, Inc. announced the following leadership appointments, effective immediately: William Crager as Chief Executive Officer of Envestnet, Inc. Stuart DePina as President of Envestnet, Inc….

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Bookkeeper360 Raises $1M Seed Round to Deliver SaaS Business Intelligence Platform to Small Businesses

Bookkeeper360 Is Offering No-Cost Advisory to Small Businesses Impacted by the COVID-19 Pandemic

Fintech industry leader, Bookkeeper360 is helping small businesses stay afloat during the COVID-19 outbreak. If the coronavirus is impacting your business, you can receive free advice from their CPAs and business advisors….

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Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis

Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis

Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has retooled its business model to help advisors survive and thrive amidst the current pandemic. “Advisors…

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Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management

Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management

The rapid advancement of smart technologies, such as artificial intelligence (AI), big data analytics, cloud computing, and blockchain, compounded with the changing demographics in the existing and potential customer base…

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Carver Edison Expands Senior Leadership Team

DriveWealth Forges First Partnership in Middle East and North Africa Region With UAE-Based Wealthface

Wealth Management Company Turns to DriveWealth for Technology, Brokerage Execution Services DriveWealth,  a U.S. based leader in global digital trading technology, announced a new partnership with Wealthface LLC, an innovative…

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Carver Edison Expands Senior Leadership Team

Bottomline Technologies, Numerated, Bank of America and Citibank Win 2020 Monarch Innovation Awards

Bottomline Technologies, Numerated, Bank of America and Citibank are winners in Barlow Research’s 2020 Monarch Innovation Awards. The winners were chosen based on their innovative products and features. Read More: Executives…

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Carver Edison Expands Senior Leadership Team

Magnifi Announces Former Charles Schwab CEO David Pottruck as Executive Co-Chairman

Enters Next Phase of Strategic Growth with a Focus on Enterprise Partnerships  Magnifi, an investment search platform using natural language and data science to simplify the vetting and selection process…

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