Tag : Financial Advisors

Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Fintech News

Julene Richards Named Assistant Market Head at UBS in South Florida

Fintech News Desk
by Fintech News Desk0
UBS Wealth Management USA announced today that Julene Richards has been appointed Assistant Market Head of South Florida. Julene brings 25 years of experience to the role having previously served as the South Florida Market Supervisory Officer at UBS. Read More:  XP Inc. Acquires Riza M&A “With over two decades of service at UBS, Julene......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.

Fintech News Desk
by Fintech News Desk0
FDCTech, Inc., a fintech company with a full suite of FX and Crypto technology and business solutions, today announced that it has entered into a non-binding letter of intent (“LOI”) to acquire hundred percent equity interest in Genesis Financial, Inc. , a diversified financial services company with a focus on......
New FinTech App from AskMyAdvisor to Revolutionize How Advisors Trigger Around-The-Clock Referrals
Business Fintech News

New FinTech App from AskMyAdvisor to Revolutionize How Advisors Trigger Around-The-Clock Referrals

Fintech News Desk
by Fintech News Desk0
The SaaS FinTech company AskMyAdvisor today announced the official launch of a new disruptive App that automatically sends client referrals to their advisors. This App is exclusively available for advisors who are accountants, attorneys, financial advisors or realtors. The development of the App represents more than 20,000+ hours of R&D.......
Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors
Business Fintech Fintech Funding News Risk Management

Altruist Launches Portfolio Marketplace Featuring Vanguard and Dimensional Fund Advisors Models

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform, announced the release of a new marketplace for financial advisors to use turnkey portfolios from leading asset managers. Advisors can build custom model portfolios on Altruist or assign models from providers in this new marketplace, initially featuring Vanguard and Dimensional Fund Advisors. Read More: Curioinvest......
MaxMyInterest Integrates with Redtail Technology
Banking Business Fintech News Robotic Process Automation

MaxMyInterest Integrates with Redtail Technology

Fintech News Desk
by Fintech News Desk0
Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution MaxMyInterest (“Max”), a provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Redtail Technology (“Redtail”), a leader in client relationship management (CRM) solutions for the financial......
FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions' Clients
Business Fintech Investment Services News

FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions’ Clients

Fintech News Desk
by Fintech News Desk0
FusionIQ, a leading investment research and technology provider, announced an alliance with Ultimus Fund Solutions® to deliver an industry-leading digital advisory and self-directed user experience for nearly 200 investment management firms on Ultimus’ investment platform. Ultimus®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ......
Panoramix-Launches-Asynchronous-Processing-To-Streamline-Workflows-and-Enhance-Usability
Business Fintech News

Panoramix Asks: Do Advisors Report to Clients Properly?

Fintech News Desk
by Fintech News Desk0
Panoramix, an innovative advisor technology platform focused on performance reporting and billing, directly challenges whether financial advisors are serving their clients’ best interests by the manner in which they handle fees in their performance reporting with the company’s seventh Industry Content Series white paper titled Performance Net of Fees Vs......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Business Fintech Investment Services News

Crystal Capital Partners Releases Web-Based, Client-Facing Alternative Investment Proposals

Fintech News Desk
by Fintech News Desk0
As client interactions move into the virtual space, innovation is business critical. Financial advisors must be prepared to differentiate themselves and deliver highly visual and engaging experiences to their clients and prospects. It is time to raise the bar — boring content has no place in 2021. Read More: Aurora Mobile......
Morningstar-ships-market-monitoring-platform
Business Fintech Investment Services News

Morningstar Ships Market Monitoring Platform

Fintech News Desk
by Fintech News Desk0
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the Morningstar Market Monitoring platform, a real-time information and market insights web-based application, designed to empower advisors, traders, and market analysts with the customized set of information they need to make sound financial decisions for investors. Read......
Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors
Business Fintech Fintech Funding Investment Services News

Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors

Fintech News Desk
by Fintech News Desk0
Bill McNabb, former Chairman and CEO of Vanguard, joins Altruist’s Board of Directors Altruist, a fully-integrated digital investment platform for financial advisors, announced it has closed an additional round of funding that will accelerate its mission of disrupting the custodial offering for independent advisors. The company will use the new......
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