Search Results for: Wealth management

WBI Launches WarpSpeed Digital Onboarding
Fintech News

WBI Launches WarpSpeed Digital Onboarding

PR Newswire
by PR Newswire0
Transformative onboarding technology dramatically improves the user experience for investors and advisors WBI, a leader in WealthTech, announced the launch of their latest product, WarpSpeed Digital Onboarding. The revolutionary platform promises to transform the way financial advisors onboard clients, making the process faster, more efficient, and more secure. “We are......
Advice Engagement Platform Lumiant Announces $3.5 Million USD Seed Funding Round
Fintech Funding News

Lumiant Announces $3.5 Million USD Seed Funding Round

Business Wire
by Business Wire0
Fresh capital to accelerate U.S. expansion and support platform and mobile enhancements Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced it has closed a seed funding round totaling $3.5 USD million. Funding came from Australian......
CapIntel to Equip Advisors with ESG Metrics
Finance Fintech News

CapIntel to Equip Advisors with ESG Metrics

PR Newswire
by PR Newswire0
CapIntel ESG addresses the growing investor demands for advisors to align portfolios with environmental, social and governance values CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors, announced the launch of CapIntel ESG. CapIntel ESG equips advisors......
How Machine Learning Facilitates In Forecasting Stock Prices
Featured Fintech Primers Machine Learning Stock Market

How Machine Learning Facilitates In Forecasting Stock Prices

Pooja Choudhary
by Pooja Choudhary0
ML is a subset of AI technology that examines complex sets of historical data by discovering hidden relationships between data sets and makes accurate financial study forecasts. Using its magical wand, ML has transformed numerous domains. ML is also trying to compete on the stock market, which is undergoing increased......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Unifimoney and First Fidelity Bank Announces Enhanced Yield Savings Program for Community Banks
Banking News

Unifimoney and First Fidelity Bank Announces Enhanced Yield Savings Program for Community Banks

Business Wire
by Business Wire0
Unifimoney and First Fidelity Bank launch an enhanced yield savings program giving account holders the choice of a Cash Account with 3.655% APY or Money Market Fund with a 4.80% Unifimoney Inc., a multi-asset digital wealth management platform for Community Banks and Credit Unions, and First Fidelity Bank (FFB), a......
Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering
Finance News

Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering

PR Newswire
by PR Newswire0
An Expansion of the Firm’s Wealth Management Offerings, Personal Credit Line Enables Financial Professionals to Manage and Navigate their Clients’ Life Changes While Keeping Them On Track to their Long-Term Financial Goals Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the launch of Personal Credit......
CIBC Innovation Banking Provides $40 Million in Growth Capital Financing to Viz.ai
Artificial Intelligence Banking News

CIBC Innovation Banking Provides $40 Million in Growth Capital Financing to Viz.ai

Business Wire
by Business Wire0
CIBC Innovation Banking announced that it has provided $40 million in growth capital financing to Viz.ai to expand the San Francisco-based company’s AI-powered care coordination platform and fuel its expansion, including potential acquisitions. “Today, Viz.ai serves a patient every 21 seconds across more than 1,300 hospitals. With CIBC Innovation Banking’s......
Risk Strategies Acquires Parady Financial Group
News Risk Management

Risk Strategies Acquires Parady Financial Group

GlobeNewswire
by GlobeNewswire0
Adds to specialty capabilities of National Financial and Wealth Services Practice Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Parady Financial Group, Inc., a Florida-based firm focused on helping retirees achieve and maintain financial security in retirement. The acquisition......
Crystal Capital Partners' Tech Team Expands to Represent 50% of Staff Amid Double-Digit Growth
Investment Services News

Crystal Capital Partners’ Tech Team Expands to Represent 50% of Staff Amid Double-Digit Growth

PR Newswire
by PR Newswire0
Senior Executives Bring to Alternative Investment Platform Unrivaled Expertise in Software Development, Mar-Tech and More Crystal Capital Partners, a wealth-tech provider and leading turnkey alternative investment platform for financial advisors, announced the continued build-out of its integrated technology solutions team. This expansion underscores Crystal’s commitment to its advisory network to provide......
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