Search Results for: investment advisor

Monolith Enlists First Direct and Egg Founder Mike Harris as Chairman
Banking Fintech Investment Services News

Paragon Data Labs Secures Angel Investment and Forms Strategic Advisory Council

Fintech News Desk
by Fintech News Desk0
Paragon Data Labs (PDL), the creators of Compliance Administration & Tracking (CAT), a cloud-based enterprise compliance platform, is pleased to announce its first round of angel investors and the formation of its strategic advisory council, comprised of fintech pioneers and distinguished industry leaders. “With the immense support of the members......
iCapital NetworkÒ Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors
Fintech Investment Services News

iCapital Network Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors

Fintech News Desk
by Fintech News Desk0
iCapital leverages AI Insight’s platform to offer independent advisors fund-specific research and credentialing  iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has agreed to acquire the assets of AI Insight, Inc., an alternative investment education......
Banking Business Featured Fintech

Robo Advisors – Changing the Face of Investments

Tanika Mehrotra
by Tanika Mehrotra0
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech News Risk Management

Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the availability of a series of Schwab Model Portfolios to advisors on the Riskalyze platform. Read More: Introducing Varo Advance: Instant Cash Access up to $100 “Years of research and expertise went into the......
New York Life Investments Launches Data Visualization Platform for Financial Advisors
Big Data Capital Markets Fintech Investment Services News

New York Life Investments Launches Data Visualization Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Advisor Channel offers advisors data-driven visuals on capital markets and investment trends New York Life Investments, in partnership with Visual Capitalist, announced the launch of Advisor Channel, a data visualization platform offering financial advisors easily accessible and digestible educational material on critical capital markets and investment trends. Read More: GlobalFintechSeries......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
by Fintech News Desk0
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Artificial Intelligence Capital Markets Fintech Investment Services

Oranj Adds Technology Investment Services and ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
ROBO Global, an index, advisory and research company, joins the growing list of asset managers on the Oranj custodian-agnostic platform  Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that ROBO Global has joined the growing list of best-in-class asset managers to make their......
Access Softek’s Access Commercial Platform Presents Growth Opportunity for Community Financial Institutions
Fintech Mobile Banking News Risk Management

Corporate One Federal Credit Union Offers Access Softek’s EasyVest™ Robo-Advisor to Bring Digital Investment Tools to Credit Unions

Fintech News Desk
by Fintech News Desk0
Through a new partnership and exclusive corporate credit union agreement, Corporate One Federal Credit Union will offer Access Softek’s EasyVest, a robo-advisor investment solution that seamlessly integrates with any credit union’s online and mobile banking platform, to credit unions nationwide. Access Softek, Inc., a digital banking platform provider, launched EasyVest as......
Investment Metrics Acquires Style Analytics to Expand its Portfolio Analytics, Reporting, and Data Solutions
Fintech Investment Services News

USI Advisors, Inc. Adopts Investment Metrics Portfolio Analytics and Reporting Solution

Fintech News Desk
by Fintech News Desk0
Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment community, announced USI Advisors, Inc., a SEC Registered Investment Advisor offering investment advice to retirement plans and endowments, has chosen Investment Metrics Portfolio Analytics and Reporting Solution to help with investment analysis and communications......
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