Search Results for: investment advisor

InvestGPT: Your Free AI-Powered Chatbot for Amazing Investment Opportunities
Artificial Intelligence Investment Services News

InvestGPT: Your Free AI-Powered Chatbot for Amazing Investment Opportunities

GlobeNewswire
by GlobeNewswire0
InvestGPT, a groundbreaking AI-driven chatbot, is now available to the public, offering Canadian investors a revolutionary tool to discover and evaluate investment opportunities. After more than eight years of rigorous development and testing, InvestGPT stands out as a unique and invaluable resource tailored specifically for the Canadian market. The Evolution......
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Finance Fintech News

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

Business Wire
by Business Wire0
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX’s dedication......
Togetherwork to Accelerate Growth with Strategic Investment from Park Square Capital and Continued Support from GI Partners
Digital Payments Investment Services News

Togetherwork to Accelerate Growth with Strategic Investment from Park Square Capital and Continued Support from GI Partners

PR Newswire
by PR Newswire0
Park Square Capital joins GI Partners in backing leading integrated software and payments platform to fuel next chapter of growth Togetherwork, a leading provider of mission-critical, integrated software and payment solutions to groups and organizations, announced that Park Square Capital (“Park Square”) has made a significant minority investment in the company, joining GI Partners as investors. This investment will support Togetherwork......
Fiserv Appoints Takis Georgakopoulos as Senior Advisor and Member of the Management Committee
Digital Payments Fintech News

Fiserv Appoints Takis Georgakopoulos as Senior Advisor and Member of the Management Committee

Business Wire
by Business Wire0
Fiserv, a leading global provider of payments and financial services technology solutions, today announced that Takis Georgakopoulos will join Fiserv as a Senior Advisor, Executive Vice President, and a member of the Management Committee, effective September 3, 2024. “We are pleased to welcome Takis to the Fiserv team” Georgakopoulos will......
Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
Finance Fintech News

Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale

PR Newswire
by PR Newswire0
Billing identified as key to wealth management firm growth Partnership to boost offerings that deploy best-in-class wealth technology Vestmark, Inc., a leading provider of wealth management software and services, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management......
VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management
Investment Services News

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management

Business Wire
by Business Wire0
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational......
CAIS Expands Marketplace Offerings with Blackstone’s Alternative Investment Strategies
Finance Fintech Investments News

CAIS Expands Marketplace Offerings with Blackstone’s Alternative Investment Strategies

Business Wire
by Business Wire0
CAIS platform powers the largest network of independent advisors for alternative investing CAIS, the leading alternative investment platform for independent financial advisors, today announced that Blackstone, the world’s largest alternative asset manager with over $1 trillion in assets under management, has expanded CAIS Marketplace offerings with Blackstone’s alternative investment strategies. “We......
Alkami Releases Digital Banking Performance Metrics Report in Partnership with Cornerstone Advisors
Banking News

Alkami Releases Digital Banking Performance Metrics Report in Partnership with Cornerstone Advisors

PR Newswire
by PR Newswire0
Digital channel spending as a percentage of total IT spend up 3%; Chatbot deployment increased by 15% Alkami Technology, a leading cloud-based digital banking solutions provider for financial institutions in the U.S., announced the release of its latest research in partnership with Cornerstone Advisors’ Ron Shevlin, chief research officer. The Digital Banking Performance......
iCapital®-and-Bain-Capital-Credit-Partner-to-Expand-Wealth-Managers’-Access-to-Alternative-Investments
Finance Fintech News

iCapital and Bain Capital Credit Partner to Expand Wealth Managers’ Access to Alternative Investments

Fintech News Desk
by Fintech News Desk0
Through this partnership, advisors gain increased operational efficiency by accessing select Bain Capital Credit products via the customized Bain Capital-branded platform powered by iCapital and on iCapital Marketplace. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced a partnership with Bain Capital......
Stonebranch-Announces-Significant-Minority-Investment-from-EMH-Partners
Investments

Stonebranch Announces Significant Minority Investment from EMH Partners

Business Wire
by Business Wire0
Under the agreement, funds advised by EMH Partners obtain a significant minority stake, while Elvaston continues to have majority ownership. The investment will be used to support organic growth, platform enhancements, and geographic expansion. Stonebranch, a leading provider of service orchestration and automation solutions, today announced a significant minority investment......
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