Search Results for: wealth management technology

INVESABLEAI Empowers Cryptocurrency Investors Through AI and Data
Artificial Intelligence Cryptocurrency News

INVESABLEAI Empowers Cryptocurrency Investors Through AI and Data

GlobeNewswire
by GlobeNewswire0
Combining innovative technology such as AI with human expertise, INVESABLEAI aims to redefine the investment landscape. Looking to maximize your investments with peace of mind? INVESABLEAI might be the answer you have been looking for. Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive Officer at Alpha Development......
ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Finance News

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support

Business Wire
by Business Wire0
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth
Finance News

Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth

PR Newswire
by PR Newswire0
Former ONESCO Firm with $340 Million in Client Assets Affiliates with Savage and Associates, One of Advisor Group’s Largest Groups Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the affiliation of Encore Financial Group (Encore) of Cheboygan, MI, through Savage and Associates (Savage), one of Advisor Group’s largest......
Broadridge Secures Patent for Machine Learning Tech Enhancing Securities Based Lending
Machine Learning News

Broadridge Secures Patent for Machine Learning Tech Enhancing Securities Based Lending

PR Newswire
by PR Newswire0
Patent covers Broadridge systems that help advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition The machine learning technology that powers global Fintech leader Broadridge Financial Solutions‘ ability to provide financial advisors with engagement predicting scores and other valuable insights on securities based lending (SBL) borrowers has been granted a patent......
Finance News

First Citizens Bank Acquires $123 Million Maritime Portfolio for Greece Vessels

PR Newswire
by PR Newswire0
First Citizens Bank announced that its Maritime Finance group, part of the CIT division, has successfully completed the acquisition of $123 million of Greek shipping loans, sharply increasing the bank’s maritime financings for clients in Greece. The loan portfolio, which was acquired from HSBC Bank Plc, covers 11 financings involving 14 vessels and eight......
Anyone.com Revolutionizes Mortgage Model, Expanding Homeownership Opportunities
Mortgage News

Anyone.com Revolutionizes Mortgage Model, Expanding Homeownership Opportunities

PR Newswire
by PR Newswire0
In response to the global housing affordability crisis, Anyone.com unveiled a groundbreaking solution that aims to redefine the future of the housing market: The Anyone Mortgage. This novel model, designed to bridge the ever-widening gap between income stagnation and skyrocketing house prices, promises to make homeownership accessible again, especially for......
Trading Technologies Launches TT FX, Appoints Tomo Tokuyama as Leader
Capital Markets News Trading

Trading Technologies Launches TT FX, Appoints Tomo Tokuyama as Leader

PR Newswire
by PR Newswire0
First phase of launch to provide connectivity to major ECNs for spot FX trading on TT platform Trading Technologies International, Inc. (TT), a global capital markets technology platform provider, announced that the firm has established a new foreign exchange (FX) business unit, TT FX, and appointed industry veteran Tomo Tokuyama to lead......
Citi TTS Selects Pismo to Enrich Global Demand Deposit Account Solutions
Banking Digital Payments News

Citi TTS Selects Pismo to Enrich Global Demand Deposit Account Solutions

Business Wire
by Business Wire0
Citi Treasury and Trade Solutions (TTS) and Pismo, the next-gen banking and payments software company, jointly announced their relationship in which Citi will use Pismo’s technology platform to help strengthen Citi’s corporate demand deposit accounts (DDA), to clients worldwide. Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive......
Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
by PR Newswire0
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
1