Search Results for: wealthtech platform

Privat 3 Money Introduces Compelling New Features to its Investment App, Empowering Clients
Investment Services News

Privat 3 Money Introduces Compelling New Features to its Investment App, Empowering Clients

PR Newswire
by PR Newswire0
Privat 3 Money (P3), the UK’s premier WealthTech institution, has announced optimisations to its cutting-edge mobile Investment platform. Following the platforms successful recent launch, P3 has been working tirelessly to enhance the user experience and provide clients with more lucrative financial opportunities. Building upon its commitment to innovation, P3 has......
Daizy AI Launches with ChatGPT Plugin to Democratize Institutional-Grade Investment Data
Artificial Intelligence News

Daizy AI Launches with ChatGPT Plugin to Democratize Institutional-Grade Investment Data

Business Wire
by Business Wire0
Daizy’s Advanced Conversational AI Improves Investment, Risk, and Sustainability Decisions for a New Generation of Investors Daizy, a wealthtech startup that will revolutionize the financial services industry by harnessing the power of generative AI, announced the launch of its ChatGPT plugin. The plugin democratizes investment research to make advanced guidance accessible......
Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience
Compliance management Fintech News

Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience

PR Newswire
by PR Newswire0
Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces the first phase of its strategic integration with InvestorCOM on behalf of their mutual client Wintrust Wealth Management, a wealth management firm offering a......
Bitget Partners with Copper to Offer Institutional Clients Off-Exchange Settlement
Digital Asset Management News

Bitget Partners with Copper to Offer Institutional Clients Off-Exchange Settlement

PR Newswire
by PR Newswire0
Bitget, top crypto exchange and copy trading platform, announced that it would partner with Copper, the leading digital asset custody provider, to introduce an off-exchange settlement solution. It enables institutional clients to trade and settle in near real-time across exchanges while mitigating counterparty risk and increasing capital efficiency. Bitget will become the sixth major......
Everyware Partners with Sunbit to Release Popular Pay-Over-Time Payment Solution
Fintech News

Everyware Partners with Sunbit to Release Popular Pay-Over-Time Payment Solution

PR Newswire
by PR Newswire0
Everyware, a leading customer engagement, billing, and payments company, and Sunbit, the company building financial technology for everyday expenses, have joined forces to make the popular Pay-Over-Time integration available to clients, now in the form of Pay By Text where payments can be conveniently, quickly, and safely processed. The solution enables more companies......
YCharts and Orion Release Integration Enhancement
Investment Services News

YCharts and Orion Release Integration Enhancement

Business Wire
by Business Wire0
This Integration enhancement by two wealthtech powerhouses, YCharts and Orion, creates a seamless workflow for advisors to enable smarter investment decisions and better client communications YCharts, an investment research, analytics and client communication software platform, and Orion Advisor Tech, the premier provider of transformative wealthtech solutions, announced the release of......
Exploring the Benefits of Fintech Data Types,Uses and Security Framework
Artificial Intelligence Featured Fintech Fintech Primers

Exploring The Benefits Of Fintech Data Types, Uses, And Security Frameworks

Pooja Choudhary
by Pooja Choudhary0
In this blog, I have covered all the peaks and valleys of fintech, its data types, usage, and security frameworks. Nothing can be crispier than this well-researched data with the immense hard work of a fortnight for this piece of color. Fintech is like a peacock that has its own......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
FinTech RADAR: 105 U.S. Fintech Unicorns And Their Core Offerings
Featured Fintech Fintech Primers Fintech Radar Fintech Startups

FinTech RADAR: 105 U.S. Fintech Unicorns And Their Core Offerings

Pooja Choudhary
by Pooja Choudhary0
With 105 Fintech unicorns, the United States of America has established itself as a leader on the global platform in this sector. In order to give my readers a comprehensive understanding of the fundamental offerings of the top 15 U.S. fintech companies amongst 105 unicorns listed below in this blog.......
WBI Launches WarpSpeed Digital Onboarding
Fintech News

WBI Launches WarpSpeed Digital Onboarding

PR Newswire
by PR Newswire0
Transformative onboarding technology dramatically improves the user experience for investors and advisors WBI, a leader in WealthTech, announced the launch of their latest product, WarpSpeed Digital Onboarding. The revolutionary platform promises to transform the way financial advisors onboard clients, making the process faster, more efficient, and more secure. “We are......
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