Search Results for: investment advisor

Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Announces “Regulation Best Interest” Solution at FSI OneVoice

Fintech News Desk
by Fintech News Desk0
New Reg BI Functionality Built Into Riskalyze Select and Elite Will Assist Wealth Management Enterprises in Addressing All Four Components of the Rule  Riskalyze announced brand new functionality and workflows as upgrades to its Riskalyze Select and Elite products to help financial advisors and wealth management enterprises address all four......
Broadridge Brings Together Wealth Business Under Michael Alexander
Banking News

Broadridge Brings Together Wealth Business Under Michael Alexander

Fintech News Desk
by Fintech News Desk2
Broadridge Financial Solutions, Inc. , a global Fintech leader and part of the S&P 500 Index,  announced that Michael Alexander has been appointed President, Wealth Management. In this newly created position, he will be responsible for bringing together Broadridge’s Wealth solutions into an integrated, market-leading Wealth Management business that will uniquely......
Brylianze AI Platform Announcement
Artificial Intelligence Fintech News

Brylianze AI Platform Announcement

Fintech News Desk
by Fintech News Desk0
Artificial Intelligence for the Insurance Industry. Insurance focused IT services company, Brylianze, announces the development of an insurance Artificial Intelligence platform. “Artificial Intelligence will be a major thrust for insurance companies in the near future”, says Steve Addair, CEO of Brylianze. Addair continues: “AI will be a dominant software platform for insurance......
Outlier Raises $22.1M in Series B Funding to Oust Business Intelligence Dashboards
Business Fintech News

Outlier Raises $22.1M in Series B Funding to Oust Business Intelligence Dashboards

Fintech News Desk
by Fintech News Desk0
Outlier, the Leader in Automated Business Analysis Category, Is Growing 4x Year Over Year The adoption of AI-based and augmented analysis tools is on every business priority list in 2020. To maximize on the market opportunity, Outlier announced the close of its $22.1M Series B round of funding led by Emergence, with participation from......
Silicon Valley Coin by Andra Capital Uses Tezos Blockchain and TokenSoft for Its Security Token Offering
Blockchain Fintech News

Silicon Valley Coin by Andra Capital Uses Tezos Blockchain and TokenSoft for Its Security Token Offering

Fintech News Desk
by Fintech News Desk0
Investors Have Access to Pre-IPO Technology Companies Andra Capital, a San Francisco based venture capital firm, announced plans to issue Andra’s Silicon Valley Coin (SVC) via a Security Token Offering (STO). Collaborating with the Tezos Foundation, SVC will utilize TokenSoft’s issuance platform and be built on the Tezos blockchain. Andra Capital’s open-ended technology fund (the “Fund”)......
Phoenix American Financial Services Announces New Client Partnership with Forum Partners
Banking Business News

Phoenix American Financial Services Announces New Client Partnership with Forum Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform. Forum will benefit from Phoenix American’s combination of advanced technology, focus......
Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum
Banking News

Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum

Fintech News Desk
by Fintech News Desk0
The Wealth APAC forum – IPWM & IFWM China Awards 2019 were hosted in Shanghai by WEALTH Magazine on December 18, 2019. The forum brought together 100 well-known experts from the Asian Pacific wealth management community and executives from top financial institutions in the region who engaged in in-depth research and discussions on the current status......
Davos 2020: delegates at World Economic Forum Urged to Commit to Fintech
Business News

Davos 2020: delegates at World Economic Forum Urged to Commit to Fintech

Fintech News Desk
by Fintech News Desk0
Davos delegates urgently need to make a big, bold commitment this year to fintech, affirms the CEO of one of the world’s largest independent financial services and advisory organizations. The rallying call from Nigel Green, founder and chief executive of deVere Group, comes as world leaders, CEOs, academics, influencers and......
Catalyst Fund Announces New £12 Million GBP Commitment From UK Aid and J.P. Morgan to Advance Financial Inclusion in Emerging Markets
Banking News

Catalyst Fund Announces New £12 Million GBP Commitment From UK Aid and J.P. Morgan to Advance Financial Inclusion in Emerging Markets

Fintech News Desk
by Fintech News Desk0
New Commitment to Help Fund the Growth of 30 Early-Stage Companies Focused on Advancing Financial Inclusion for Underserved Consumers Catalyst Fund, managed by BFA Global and Rockefeller Philanthropy Advisors (RPA), announced a new £12 million GBP ($15 million USD) commitment from UK aid and J.P. Morgan to advance financial inclusion for underserved people......
EY TaxChat Enters Global Consumer Market for Personal Tax Filing
Banking Fintech News

EY TaxChat Enters Global Consumer Market for Personal Tax Filing

Fintech News Desk
by Fintech News Desk0
EY announces EY TaxChat, the first direct-to-consumer EY tax service, which will be available to individual taxpayers in several countries around the world. An on-demand mobile tax preparation service, EY TaxChat offers personalized service from a licensed EY professional who will prepare and file tax returns on the taxpayer’s behalf.......
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