Search Results for: Wealth management

Broadridge Re-defines Global Asset Servicing, Introduces Financial Industry's First Modular Platform to Unify Multiple Functions
Fintech Investment Services News

Broadridge Re-defines Global Asset Servicing, Introduces Financial Industry’s First Modular Platform to Unify Multiple Functions

PR Newswire
by PR Newswire0
Transforming risk management and improving operational efficiency, Broadridge is integrating several complex asset servicing functions into a single, streamlined solution To redefine the financial industry’s conventional approach to asset servicing (the range of administrative and operational functions that support the management and maintenance of investment assets), global Fintech leader Broadridge Financial......
Artificial Intelligence Featured Finance Fintech Machine Learning Risk Management Robotic Process Automation

The Role of Autonomous Financial Platforms in Creating Self-Learning Financial Ecosystems

Prajakta Ayade
by Prajakta Ayade0
Autonomous financial platforms are systems designed to operate independently, managing financial processes with minimal human intervention. They utilize AI, ML, and other advanced technologies to perform tasks such as trading, portfolio management, risk assessment, fraud detection, and customer service. These platforms are capable of learning from data, adapting to new......
Artificial Intelligence Digital Payments Finance Fintech Interviews

Global Fintech Series Interview with Jeff Marsden, Chief Product Officer at PureFacts

Paroma Sen
by Paroma Sen0
Jeff Marsden, Chief Product Officer at PureFacts chats about AI in fintech and how it’s enabling better investment cycles in today’s financial ecosystem in this catch-up with Global Fintech Series: ___________   Tell us about yourself and your role at PureFacts. We’d also love to hear about your time in......
Catchlight Releases Beta of ‘Lead Routing’, a Revolutionary AI-Enabled Model to Connect a Prospect to the Right Advisor & Help Increase Likelihood of Conversion
Artificial Intelligence Fintech Investment Services News

Catchlight Releases Beta of ‘Lead Routing’, a Revolutionary AI-Enabled Model to Connect a Prospect to the Right Advisor & Help Increase Likelihood of Conversion

GlobeNewswire
by GlobeNewswire0
Leading fintech company adds offering to increase pipeline generation efficiency through hyper-segmentation. Catchlight, an organic growth platform with award-winning AI technology to enrich, analyze, and score leads for wealth management firms, announced the invitation-only beta of its new Lead Routing decision support model. The first-of-its-kind model can help firms funnel......
Wirex Pay Announces Mainnet Launch, Marking a New Era in Decentralized Payments
Digital Payments News

Wirex Pay Announces Mainnet Launch, Marking a New Era in Decentralized Payments

PR Newswire
by PR Newswire0
Wirex Pay, a leading decentralized payment network, is excited to announce the launch of its mainnet, marking a major step toward creating a decentralized payment ecosystem. Designed as a modular Zero Knowledge (ZK) chain for seamless payments, Wirex Pay is incubated by Wirex, a leading Web3 money app, and backed by industry giants like Visa, showcasing its......
RegVerse, a Surge Ventures Company, Expands Avery Platform with Fusion1 Product Suite to Drive the Future of Seamless Compliance and Surveillance
Finance Fintech News

RegVerse, a Surge Ventures Company, Expands Avery Platform with Fusion1 Product Suite to Drive the Future of Seamless Compliance and Surveillance

PR Newswire
by PR Newswire0
The award-winning Avery platform now includes Fusion1—a comprehensive suite of AI-enabled automated workflow tools to increase the reliability and accuracy of RIA and Broker-Dealer compliance and surveillance programs Surge Ventures, a FinTech Venture Studio, proudly announced that its inaugural venture, RegVerse, has expanded its Avery platform by launching the Fusion1 product suite.......
Quantlytica Unveils AI-Powered Liquidity Distribution Protocol to Democratize DeFi
DeFi News

Quantlytica Unveils AI-Powered Liquidity Distribution Protocol to Democratize DeFi

GlobeNewswire
by GlobeNewswire0
In the rapidly evolving world of decentralized finance (DeFi), the anticipated mass adoption driven by ETFs has yet to take hold, largely due to the complexities and risks associated with the space. Addressing these challenges, Quantlytica, an AI-powered liquidity distribution protocol, is emerging as a game-changer, breaking down barriers and......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
SigFig-Expands-Engage-Platform-with-New-AI-Capabilities
Artificial Intelligence Finance Fintech News

SigFig Expands Engage Platform with New AI Capabilities

Business Wire
by Business Wire0
Collaborative solution creates interactive digital advice experiences, increases efficiencies and empowers financial advisors to create better client outcomes SigFig, a leading digital wealth management solutions and technology provider for financial institutions and their advisors, today announced new capabilities, including AI-powered functions, to its financial advisor collaboration platform, Engage. Powering collaborative......
Tanager Partners With FDL To Enhance Tax Reporting Services For British-American Families
Fintech Investment Services News

Tanager Partners With FDL To Enhance Tax Reporting Services For British-American Families

Fintech News Desk
by Fintech News Desk0
Wealth Management LLP (Tanager) – a wealth management firm helping transatlantic families and US-connected persons with their financial planning and investment needs – has announced a new agreement with Financial Software Ltd (FSL) to provide enhanced tax reporting services through FSL’s market-leading investment tax management solution, CGiX.  Under the agreement,......
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