Search Results for: Robo Advisors

Former Twitter CEO Dick Costolo to Speak at Elevate Finance Virtual Summit
Fintech Fintech Startups News

Former Twitter CEO Dick Costolo to Speak at Elevate Finance Virtual Summit

Fintech News Desk
by Fintech News Desk0
May 13 Virtual Event to Focus on Managing and Executing through Uncertainty and Change Tipalti, the leader in global payables automation, announced that it is hosting a live virtual event on May 13 at 11 AM PDT (GMT-7) featuring former Twitter CEO Dick Costolo and Managing Partner of VC firm......
Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Fintech News

8th Annual Hearsay Summit Explores How to Deliver a Human Touch at Digital Scale in Extraordinary Times

Fintech News Desk
by Fintech News Desk0
Industry Leaders from Allstate, Fidelity, Prudential, and Starbucks Share Vision on Building More Authentic Client Relationships Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, announced it held its 8th annual Hearsay Summit in a virtual event on April 21-22, bringing together......
Personal Capital Launches New Product Feature Recession Simulator
Capital Markets Fintech News

Virtual Delivery Model Enables Personal Capital to Thrive Despite COVID-19 and Market Headwinds

Fintech News Desk
by Fintech News Desk0
Wealth Management Company Has Record First Quarter Sales for Q1 2020 and Introduces The Financial Roadmap to Deliver Advice at Scale In the midst of a global pandemic, Personal Capital is leading the financial service industry’s shift to a remote setting by delivering advice at scale in today’s virtual world. Through the......
Docupace Launches New Reg BI Compliance Solution
Fintech News

Docupace Launches New Reg BI Compliance Solution

Fintech News Desk
by Fintech News Desk0
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 the wealth management industry, announced the launch of its new Reg BI and Form CRS digital solution enabling broker-dealers and......
Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Capital Markets Fintech News

Addepar Introduces Pricing Assurance Program to Support RIAs

Fintech News Desk
by Fintech News Desk0
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 clients to gain access to Addepar’s platform during challenging market conditions. The program provides credit for new clients to offset......
American Fidelity Appoints SS&C for Insurance Investment Accounting Partnership
Fintech News

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

Fintech News Desk
by Fintech News Desk0
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 consolidate systems and enhance its wealth management platform. Read More: Crypto Gazette Brings Exciting News to Crypto Enthusiasts: Ledger Nano X......
Bookkeeper360 Raises $1M Seed Round to Deliver SaaS Business Intelligence Platform to Small Businesses
Fintech News

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

Fintech News Desk
by Fintech News Desk0
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. Assistance is available for all small businesses with operations within the United States, and you do not need to be an......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

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

Fintech News Desk
by Fintech News Desk0
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 are facing significant challenges, in terms of Read More: GloveBox Platform Update Allows Access Via Web Application reduced revenue and the......
Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management
Artificial Intelligence Fintech News

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

Fintech News Desk
by Fintech News Desk0
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 of wealth management services, makes a compelling case for both wealth managers and regulators to embrace the increasingly available and......
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