Search Results for: investment advisor

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......
BTIG Investment Banking Adds Jay Magee to Financial Institutions Group
Finance Investment Services News

BTIG Investment Banking Adds Jay Magee to Financial Institutions Group

Business Wire
by Business Wire0
BTIG announced that Jay Magee has joined the firm as a Managing Director within Investment Banking’s Financial Institutions Group. Mr. Magee will support the firm’s efforts to deliver a complete set of advisory and capital solutions to BTIG’s corporate, institutional and financial sponsor clients globally. “The financial services and housing sectors......
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......
Aktos Announces New Investment to Transform the $20B Accounts Receivable Management Industry
debt collection News

Aktos Announces New Investment to Transform the $20 Billion Accounts Receivable Management Industry

Business Wire
by Business Wire0
Crew Capital and 8VC co-lead $4.4M financing round for Aktos as company expands leading debt collections software platform Aktos, the leading system of record for modern debt collections agencies, announced that it has raised $4.4 million in Seed funding co-led by 8VC and Crew Capital. The new capital will be......
BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences
Investment Services News

BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences

PR Newswire
by PR Newswire0
The partnership is the first as BridgeFT rolls out its WealthTech API Marketplace, including partners from across the WealthTech value chain BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors (RIAs) to deliver better, data-driven outcomes for their clients, and Yayati,......
Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
by PR Newswire0
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
Rego Payment Architectures Expands Family Digital Wallet Offering With Fractional Stock Investment Capability
Digital Wallet News

Rego Payment Architectures Expands Family Digital Wallet Offering With Fractional Stock Investment Capability

GlobeNewswire
by GlobeNewswire0
REGO has partnered with Andes Capital Group to provide parents and their children the ability to fractionally buy and trade equities through the REGO platform Rego Payment Architectures, Inc., a leading white-label family digital wallet platform provider for financial institutions, announces the launch of fractional investments. Financial institutions who use......
Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience
Compliance management Fintech News

Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience

PR Newswire
by PR Newswire0
Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces the first phase of its strategic integration with InvestorCOM on behalf of their mutual client Wintrust Wealth Management, a wealth management firm offering a......
Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business
Finance News

Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business

Business Wire
by Business Wire0
ONYX members will receive a discount on Elements subscriptions Elements, a modern financial assessment software that helps advisors demonstrate their value faster,  announced a new partnership with the ONYX Advisor Network, a comprehensive entrepreneurial support platform for financial advisors. This collaboration aims to make it easier for ONYX advisors to grow......
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