Search Results for: wealthtech platform

First Rate Selects FinMason to Deliver Third-Party ESG Data
Fintech Investment Services News

ATA RiskStation Selects FinMason to Deliver Lipper Data via API

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm, and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with ATA RiskStation, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, to deliver the Refintiv Lipper Global Data Feed via their proprietary API. Read......
GROUNDFLOOR Stimulus Program Launches to Keep Real Estate Development Capital Flowing During COVID-19
Fintech News

GROUNDFLOOR Stimulus Program Launches to Keep Real Estate Development Capital Flowing During COVID-19

Fintech News Desk
by Fintech News Desk0
With more than $10 million repaid on over 50 investments in March alone, the wealthtech platform continues to demonstrate the power of retail investors and decentralized capital markets GROUNDFLOOR, the wealth tech platform that allows everyone to build wealth through real estate, announced the launch of a new program to......
FinMason Enters Redistribution Agreement With Refinitiv
Fintech Investment Services News

FinMason Enters Redistribution Agreement With Refinitiv

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Refinitiv to redistribute Lipper data. Under the terms of this agreement, FinMason will be able to redistribute Lipper data through their proprietary API – which also delivers......
GROUNDFLOOR Rolls out Short-Term Investment Opportunities, Providing Secured Investments During Market Volatility
Fintech Investment Services News

GROUNDFLOOR Rolls out Short-Term Investment Opportunities, Providing Secured Investments During Market Volatility

Fintech News Desk
by Fintech News Desk0
GROUNDFLOOR, the wealthtech platform that allows everyone to build wealth through real estate, is unveiling new investment products, designed specifically for those who desire short-term, secured investment opportunities during this period of market volatility. The new product line, GROUNDFLOOR Notes, is similar to publicly issued, non-traded secured debt. It features......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Fintech News

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
FinMason Expands Sales Team
Investment Services News

FinMason Expands Sales Team

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced the addition of two industry veterans to their senior sales staff: Elizabeth Lewis and Wes Graves. They will be responsible for identifying business opportunities, managing client accounts and relationships, and recognizing pain points that FinMason can ease......
FusionIQ Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security
Compliance management News Security

FusionIQ Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security

PR Newswire
by PR Newswire0
Wealthtech Leader Delivers Peace of Mind Cybersecurity for Financial Advisors and Institutions FusionIQ, a leader in the delivery of cloud-based wealth management solutions proudly announces its achievement of SOC 2 Type II compliance, a significant milestone in the company’s ongoing commitment to data security and privacy. This certification demonstrates FusionIQ’s......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
1