Search Results for: portfolio management tools

Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors
Business Fintech News

Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors

Fintech News Desk
by Fintech News Desk0
Combined entity provides advisors access to leading technology and partnerships Agreement unites two experienced teams and technology to further strengthen leadership in advisor and portfolio manager services in Canada Today, Purpose Advisor Solutions (“PAS”) and Wealthsimple for Advisors (“W4A”) announced they have completed their merger into a single business. The......
Fintech Startup, Flaist, Launches New Technology that Gives Banking and Financial Institutions AI Customer Service Agents
Artificial Intelligence Banking Fintech Fintech Startups News

Fintech Startup, Flaist, Launches New Technology that Gives Banking and Financial Institutions AI Customer Service Agents

Fintech News Desk
by Fintech News Desk0
Fintech startup, Flaist, announces the launch of a new conversational AI tool – called EVA – that helps credit unions, community, and regional banks with personalized customer service. The fintech startup, Flaist, has announced the launch of a new conversational AI tool – called EVA – that helps credit unions,......
While AI Has Provided Significant Benefits for Financial Services Organizations, Challenges Have Limited Its Full Potential
Fintech News

Capgemini Named a Leader in Mortgage and Loan IT Services by NelsonHall

Fintech News Desk
by Fintech News Desk0
NelsonHall has named Capgemini a leader in its recent NelsonHall Evaluation & Assessment Tool (NEAT)1 report on Mortgage and Loan (M&L) IT Services. To be a leader in NelsonHall’s NEAT assessment, a technology services provider must exhibit a high ability relative to its peers to deliver immediate benefit to clients as well as......
KESHO strengthens its commitment to the Credit Union sector in UK and Ireland
Banking Fintech News Risk Management

KESHO strengthens its commitment to the Credit Union sector in UK and Ireland

Fintech News Desk
by Fintech News Desk0
Partnership with Credit Union Financial Analytics (CUFA) will drive greater fairness and flexibility in the way Credit Unions lend Omnio, the Banking as a Service platform Fintech, has announced that its Credit Union business KESHO has partnered with Credit Union Financial Analytics (CUFA), the leading analytics company for managers and......
InvestEdge Acquired by Featheringill Capital
Fintech Investment Services News

Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner

Fintech News Desk
by Fintech News Desk0
Application tied to client’s IPS helps advisors more easily comply with SEC & FINRA regs Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech Investment Services News

Adhesion Wealth® Launches New Personal Indexing Program for RIAs

Fintech News Desk
by Fintech News Desk0
The new index solution, designed to achieve tax alpha along with efficient returns, enables advisors to choose a starting index and apply active screens such as investment styles, factor tilts and investment preferences Adhesion Wealth®, an outsourced investment management platform for registered investment advisors (RIAs), today announced the launch of......
Kansas City Life Insurance Company Selects FAST Software to Replace Legacy Platforms
InsurTech News

Kansas City Life Insurance Company Selects FAST Software to Replace Legacy Platforms

Fintech News Desk
by Fintech News Desk0
FAST to Replace Kansas City Life’s Legacy Platforms with Simplified Product Configuration and Conversion Approach FAST, a Verisk (Nasdaq:VRSK) business, announced today that Kansas City Life Insurance Company has licensed FAST software to replace its legacy platforms, streamline administration of its existing business, and enable the development of a new......
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