Search Results for: Financial Advisor

Two UBS Financial Advisors from San Diego Named to the Forbes 2020 Top Women Wealth Advisors List
Fintech News

Two UBS Financial Advisors from San Diego Named to the Forbes 2020 Top Women Wealth Advisors List

Fintech News Desk
by Fintech News Desk0
Forbes has announced its annual ranking of Top Women Wealth Advisors across the United States. Two UBS financial advisors from the local area have been included: Courtney Liddy of the UBS Downtown San Diego branch and Kalyn Maher Walker of the UBS Carmel Valley branch. There were 157 UBS advisors included in Forbes’ list of 1,000 women. Overall, the......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Banking Investment Services Mobile Banking News

DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
by Fintech News Desk0
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey
Fintech News

Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey

Fintech News Desk
by Fintech News Desk0
 Broadridge Financial Solutions, a global Fintech leader, released results from a survey of over 300 financial advisors, revealing that financial advisors are accelerating the transition of their business models to offer more holistic financial wellness services. Read More: Amidst COVID-19 Pandemic, QUID To Provide Cash To Illiquid & Laid Off Employees......
SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home
Fintech News

BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home

Fintech News Desk
by Fintech News Desk0
BondIT, an independent portfolio construction technology provider for fixed income, announced the ramping up of its remote working features to support portfolio managers and financial advisors working from home. The BondIT team of 30 engineers are engaged and ready to consult and to support any financial institution or advisory firm......
Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors
Fintech News

Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors

Fintech News Desk
by Fintech News Desk0
CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketing Communications Twenty Over Ten, an industry-leading SaaS company, announced a partnership with Redtail Technology, the leader in web-based client relationship management (CRM) solutions for financial service firms. Through this new integration, Twenty Over Ten’s Lead......
Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors
News Risk Management

Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Software Companies Collaborate To Create Seamless Experience, Allowing Advisors to Deliver Hyper-Specific Content Based on Clients’ and Prospects’ Risk Numbers Twenty Over Ten, an industry-leading SaaS company, today announced a partnership with Riskalyze, which enables advisors to pinpoint an investor’s Risk Number® in an effort to build a portfolio containing an......
Twenty Over Ten Launches Lead Pilot, the First Inbound Marketing Solution for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing
Business News

Twenty Over Ten Launches Lead Pilot, the First Inbound Marketing Solution for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing

Fintech News Desk
by Fintech News Desk0
Unveiled at the T3 Advisor Conference, the New Product Offers Advisory Businesses Of All Sizes a Turnkey, AI-Powered Solution that Combines Personalization with Automation  Twenty Over Ten, an industry-leading SaaS company, formally launched Lead Pilot, the industry’s first-ever AI-powered all-in-one solution for content creation and distribution. Twenty Over Ten made......
Grapevine6 and The Rudin Group Combine AI-Fueled Technology and Content Strategy to Unlock the Power of Social Media for Financial Advisors
Business Fintech News

Grapevine6 and The Rudin Group Combine AI-Fueled Technology and Content Strategy to Unlock the Power of Social Media for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Influencer April Rudin to Make Guest Appearance at Grapevine6 Reception Grapevine6, a patented social and digital sales engagement platform, announces its partnership with April Rudin and her firm, The Rudin Group, a wealth marketing firm serving the global wealth ecosystem since 2008. The Rudin Group creates differentiated messaging and content......
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