Search Results for: Financial Advisor

Concinnus-Financial-Partners-with-Noonum-to-Provide-Custom-Build-Investment-Portfolios-Using-AI
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Concinnus Financial Partners with Noonum to Provide Custom-Build Investment Portfolios Using AI

Fintech News Desk
by Fintech News Desk0
Concinnus Financial, a fee-only investment advisor based in the Northwest, is addressing the rapidly changing investment world by leveraging artificial intelligence technology to provide custom portfolios to their clients.  The AI technology is provided by the Seattle-based startup Noonum. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing Small Businesses’ Access......
S3 Partners Offers Market Leading Financial Data on Snowflake Platform
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S3 Partners Offers Market Leading Financial Data on Snowflake Platform

Fintech News Desk
by Fintech News Desk0
S3 Partners, a leading fintech innovator and data analytics firm, announced that it is now offering its market leading data and analytics solutions on the Snowflake Data Marketplace.  This new offering is part of the firm’s ongoing initiative to reach its clients everywhere they work and will provide access to......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech News

MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board

Fintech News Desk
by Fintech News Desk0
MPOWER Financing, a mission-driven fintech that provides financial access to high-promise international and DACA students, has elected Jatin Rajput to its Board of Directors. Read More: New survey Reveals The Vast Majority Of Insurance Customers Prefer Conversational AI and Messaging Experiences Rajput has over two decades of experience driving strategy,......
RightCapital and Allianz Life Announce Partnership
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RightCapital Announces Integration Within LPL Financial’s ClientWorks Technology Platform

Fintech News Desk
by Fintech News Desk0
RightCapital, Inc. (RightCapital), the fastest-growing company in the financial planning software space, today announced integration with LPL Financial advisor technology platform, ClientWorks. The integration will provide advisors additional choice and a more streamlined experience to deliver financial planning services to their clients. Read More: Ondot’s Card Management Platform Now Offers Digital......
Glue42 Core Puts Chelmer at the Center of the Single Advisor Desktop
Fintech News

Glue42 Core Puts Chelmer at the Center of the Single Advisor Desktop

Fintech News Desk
by Fintech News Desk0
Wealth technology pioneer embeds the Glue42 open-source integration platform to modernize its software suite, enabling advisors to deliver a better and more personalized experience with a single click of a mouse. Glue42, the company that delivers integrated desktop experiences to financial instittions globally, and Chelmer, a pioneer wealth technology firm, today......
Summit Financial joins Xtiva Customer Family to Support Growth
Fintech News

Summit Financial joins Xtiva Customer Family to Support Growth

Fintech News Desk
by Fintech News Desk0
Adds Xtiva Reward to support growth objectives with better flexibility, integration, and productivity analytics. Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that Summit Financial Holdings (“Summit Financial”) has signed a long-term agreement for Xtiva Reward on the XtivaCloud Performance......
Fusion-Financial-Partners-Launches-FusionNetix--to-Provide-High-Touch-Technology-Services-Tailored-to-Unique-Needs-of-RIA-Community
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Fusion Financial Partners Launches FusionNetix to Provide High-Touch Technology Services Tailored to Unique Needs of RIA Community

Fintech News Desk
by Fintech News Desk0
The rapid evolution of the wealth management industry in the last few years has been driven by advances in technology. With that in mind, the founders of Fusion Financial Partners have launched FusionNetix, a new firm created to deliver white-glove managed IT services, cybersecurity expertise, and IT consulting solutions to......
Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
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Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
DNA Behavior Announces Integration with Schwab Advisor Center
Fintech News

DNA Behavior Announces Integration with Schwab Advisor Center

Fintech News Desk
by Fintech News Desk0
Integration connects Financial DNA to Schwab Advisor Center, enabling mutual advisor-clients to access to Schwab Advisor Center directly from DNA platform DNA Behavior International, the behavioral science tech company that enables financial services organizations to access validated behavioral insights via its all-in-one cloud-based platform, announces a new integration with Schwab......
Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
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Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors

Fintech News Desk
by Fintech News Desk0
New offering leverages technology to help advisors deliver efficient 401(k) plan investment-management solutions across diverse client needs Vestwell, the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era, today announced a partnership with Envestnet, Inc. (NYSE: ENV). Read More: BHMI’s Concourse Financial Software Suite “Future Proofs” Payment Processing......
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