Search Results for: wealth management technology

Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform
Blockchain News

Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform

PR Newswire
by PR Newswire0
Lockchain.ai’s SaaS platform provides always-on due diligence and risk monitoring for asset managers and traders seeking real-time security status of the assets they trade. Lockchain.ai, the AI-powered Blockchain Risk Management platform, has announced its official launch from stealth to bring automated risk management solutions to traders, investors, and fund managers......
J.P.-Morgan-Wealth-Plan-Helps-Chase-Customers-Create-1-Million-Plans
Finance Fintech News

J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans

Fintech News Desk
by Fintech News Desk0
With Wealth Plan, users can set and track short-term goals, like a vacation, and long-term goals, such as buying a home or retirement, in real-time and get personalized step-by-step guidance and insights. J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans. The tool......
Goalsetter-Secures-9.6-Million-in-Series-A-Extension-Funding-to-Help-American-Families-Learn-to-Save,-Spend,-Invest-and-Build-Wealth
Fintech Funding News

Goalsetter Secures $9.6 Million in Series A Extension Funding to Help American Families Learn to Save, Spend, Invest and Build Wealth

PR Newswire
by PR Newswire0
The Series A extension funding will give Goalsetter the runway necessary to continue forging new B2B alliances while successfully implementing existing programs ahead of a Series B raise. Goalsetter, an award-winning spending, saving, wealth building and financial education platform designed for the whole family, announced today the closing of a $9.6......
New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications--in Real-Time
Finance Fintech News

New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications–in Real-Time

Business Wire
by Business Wire0
Conference call and webcast on Tuesday, March 19 at 8:15 a.m. eastern time to discuss business update and 2023 financial results. iPipeline, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, announces the launch of OneViewTM, a breakthrough solution* that seamlessly......
Calastone Appoints Nick Parsons as Chief Technology Officer
Finance Fintech News

Calastone Appoints Nick Parsons as Chief Technology Officer

Business Wire
by Business Wire0
Calastone, on of the largest global funds network, has appointed Nick Parsons as Chief Technology Officer (CTO). As CTO, Nick is responsible for Calastone’s technology operations as well as product strategy and development. Bringing over 30 years’ experience in the IT and asset management industry, Nick is a proven technology......
New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing
Finance Fintech News

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Business Wire
by Business Wire0
The study consists of ThoughtLab, Deloitte, and FNZ with support from Amazon Web Services (AWS), Genesys, and including 250 wealth management firms and 2000 investors. It’s a one of a kind study with insights on technology, regulatory, economy, and demography. Major new global analysis from a research coalition comprised of......
iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
by Fintech News Desk0
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
"SFIC Shares Vision, Mission, and Future Endeavours"
News Trading

2024 SFIC Launches Cutting-Edge AI Trading System CAI: A New Era of Wealth Growth

GlobeNewswire
by GlobeNewswire0
As SFIC continues to make waves, co-founder Nick Yang offers exclusive insights into the company’s vision, mission, and future endeavours. SFIC (Smart Finance & Investment Consultants) stands at the forefront of innovation in the investment industry, leveraging cutting-edge AI technology to redefine the way individuals and institutions approach financial markets.......
Financial Advisors Will Switch Firms Over Subpar Technology Advisor360° Survey
Finance Fintech News

Advisor360° Releases “2024 Connected Wealth Report”

Fintech News Desk
by Fintech News Desk0
As part of its Connected Wealth Report research series, Advisor360° surveyed 300 financial advisors and executives at large broker-dealers, registered investment advisors and bank trust companies across the U.S. for their perspectives on the impact of technology on their business and the industry. The latest research from Advisor360°, a provider......
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