Tag : wealth management

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......
Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
Unifimoney and First Fidelity Bank Announces Enhanced Yield Savings Program for Community Banks
Banking News

Unifimoney and First Fidelity Bank Announces Enhanced Yield Savings Program for Community Banks

Business Wire
by Business Wire0
Unifimoney and First Fidelity Bank launch an enhanced yield savings program giving account holders the choice of a Cash Account with 3.655% APY or Money Market Fund with a 4.80% Unifimoney Inc., a multi-asset digital wealth management platform for Community Banks and Credit Unions, and First Fidelity Bank (FFB), a......
Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering
Finance News

Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering

PR Newswire
by PR Newswire0
An Expansion of the Firm’s Wealth Management Offerings, Personal Credit Line Enables Financial Professionals to Manage and Navigate their Clients’ Life Changes While Keeping Them On Track to their Long-Term Financial Goals Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the launch of Personal Credit......
Wealth Solutions Report Launches Inaugural Sponsored Content Program To Connect Industry-Leading Firms With Fast-Growing Readership Community
Analytics B2B Finance News

Wealth Solutions Report Launches Inaugural Sponsored Content Program To Connect Industry-Leading Firms With Fast-Growing Readership Community

PR Newswire
by PR Newswire0
Reflects Strong Interest From Leading Wealth Management-Related Firms For Sponsored Content Opportunities Across Email, Articles And Custom Content Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – announced the launch of its inaugural sponsored content and advertising program. Concurrently, WSR......
Crystal Capital Partners' Tech Team Expands to Represent 50% of Staff Amid Double-Digit Growth
Investment Services News

Crystal Capital Partners’ Tech Team Expands to Represent 50% of Staff Amid Double-Digit Growth

PR Newswire
by PR Newswire0
Senior Executives Bring to Alternative Investment Platform Unrivaled Expertise in Software Development, Mar-Tech and More Crystal Capital Partners, a wealth-tech provider and leading turnkey alternative investment platform for financial advisors, announced the continued build-out of its integrated technology solutions team. This expansion underscores Crystal’s commitment to its advisory network to provide......
Northern Trust and EDS Announce New Collaboration with Uk-Based Asset Manager Redwheel
Digital Payments News

Northern Trust to Provide Custody and Benefit Payments to South Shore Regional Centre for Education

Business Wire
by Business Wire0
Northern Trust has been selected by South Shore Regional Centre for Education (SSRCE) and Tri-County Regional Centre for Education (TCRCE), to provide custody and benefit payment services for their CUPE (Canadian Union of Public Employees) Staff and Support Staff defined benefit pension plans. “Northern Trust has a long and great......
Advyzon and RightCapital Announce Updates to Data-Sharing Integration
Compliance management News

COMPLY Partners with Advyzon to Streamline Compliance Workflow Efficiencies for Wealth Managers

PR Newswire
by PR Newswire0
Three strategic integrations with RIA in a Box’s MyRIACompliance software creates first-of-its-kind reporting and filing solution COMPLY, a leading provider of regulatory technology and compliance solutions for the financial services sector, announced three new points of integration with wealth management platform Advyzon: 13F Filing, Compliance Calendar and Employee Trade Monitoring.......
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Artificial Intelligence News

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI

Business Wire
by Business Wire0
Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley’s vast intellectual capital to deliver relevant content and insights into the hands of Financial Advisors in seconds, helping drive efficiency and scale Morgan Stanley Wealth Management (MSWM) announced an important milestone in its innovation journey through the......
ZEDRA Completes Rebranding of AlleyBe Group
Finance Fintech News

ZEDRA Completes Rebranding of AlleyBe Group

PR Newswire
by PR Newswire0
Strengthens ZEDRA’s operations in Malta and aligns with the firm’s Global Expansion services offering plans ZEDRA, the fast-growing global specialist in Active Wealth, as well as Corporate, Global Expansion, Funds, Pensions and Incentives services, announces it has completed the integration and rebranding of AlleyBe Group, a leading Maltese corporate service......
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