Search Results for: broker accounts

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits
Fintech News

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates

PR Newswire
by PR Newswire0
 MaxMyInterest (“Max”), the leading provider of intelligent cash management solutions for individual investors and their advisors, announced an advisor connection within the financial planning platform of eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. The connection enables financial advisors using eMoney and Max’s solution......
FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions
Investment Services News

FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions

PR Newswire
by PR Newswire0
Turnkey technology and infrastructure to bring alternative investment opportunities to banks and wealth advisors FundFront, a leading provider of alternative investment technology and solutions, has announced the launch of its white label alternative investment platform tailored for the wealth management industry. This turnkey wealth tech solution enables advisors to seamlessly offer alternative......
FundingShield Leverages Mastercard Open Banking to Expand Payment Verification Solutions
Banking Fintech News

FundingShield Leverages Mastercard Open Banking to Expand Payment Verification Solutions

Business Wire
by Business Wire0
FundingShield, a market-leading, cloud-based firm providing fintech solutions to manage risk, compliance and fraud prevention, has entered a partnership with Mastercard to leverage its open banking platform delivered by Finicity, a Mastercard company. FundingShield provides live, source data-based technology products and SaaS solutions that have been used to secure the......
Daizy AI Launches with ChatGPT Plugin to Democratize Institutional-Grade Investment Data
Artificial Intelligence News

Daizy AI Launches with ChatGPT Plugin to Democratize Institutional-Grade Investment Data

Business Wire
by Business Wire0
Daizy’s Advanced Conversational AI Improves Investment, Risk, and Sustainability Decisions for a New Generation of Investors Daizy, a wealthtech startup that will revolutionize the financial services industry by harnessing the power of generative AI, announced the launch of its ChatGPT plugin. The plugin democratizes investment research to make advanced guidance accessible......
ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Finance News

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support

Business Wire
by Business Wire0
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
The Smart Investor Banking And Savings Trends Survey Shows Surprising Insights Among Consumers
Banking News

The Smart Investor Banking And Savings Trends Survey Shows Surprising Insights Among Consumers

PR Newswire
by PR Newswire0
Consumers are focused on short term deposits and high interest rates, but will not compromise on bank reputation, According to The Smart Investor Banking And Savings Trends Survey. “The past year has seen a significant shift from low or zero interest rates on deposit products to higher rates, reaching up......
Smart Pay Kiosk Revolutionizes Financial Services for Unbanked and Underbanked
Finance Fintech News

Smart Pay Kiosk Revolutionizes Financial Services for Unbanked and Underbanked

PR Newswire
by PR Newswire0
The Smart Pay Kiosk is an innovative solution that provides a full array of financial services to the unbanked and underbanked populations. Approximately 63 million US adults (22%) were either unbanked (6%) or underbanked (16%), per 2019 Federal Reserve data. Unbanked individuals lack bank accounts due to past financial problems,......
Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago
Finance News

Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago

Business Wire
by Business Wire0
Nearly One Third of Generation Z and Young Millennials Check Portfolio Balances Daily Seven in 10 clients of financial advisors (69%) report spending more time checking their accounts online than they did two years ago, according to findings from Advisor360°’s latest survey. In addition, while 74 percent of respondents check......
INX Officially Announces Segregation of Customer Funds, Ensuring Enhanced Protection for INX Customers Trading Digital Assets
Digital Asset Management News Trading

INX Officially Announces Segregation of Customer Funds, Ensuring Enhanced Protection for INX Customers Trading Digital Assets

PR Newswire
by PR Newswire0
The INX Digital Company, a FINRA registered broker-dealer offering registered security tokens and a trading platform for digital assets, officially made public its proactive self-regulatory measure to fully segregate customer funds, reinforcing its commitment to the highest standards of customer protection in the rapidly growing world of digital asset trading.......
QuantGate Systems Inc. Partners with Bennett Milner Williams Consulting to Enhance Distribution of its AI-Powered Pilot Trading App
Artificial Intelligence News Trading

QuantGate Systems Partners with Bennett Milner Williams Consulting to Enhance Distribution of its AI-Powered Pilot Trading App

GlobeNewswire
by GlobeNewswire0
QuantGate Systems, a publicly traded company at the forefront of AI and ML trading technology, announced a strategic partnership with Bennett Milner Williams Consulting Ltd (BMW Consulting). This alliance will leverage BMW Consulting’s expertise in driving business growth and B2C subscriptions to expedite the sales and distribution of QuantGate’s flagship......
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