Tag : wealth management

HiddenLevers Unveils Stress Testing for Financial Plans, to Help Address Retirement Concerns on Coronavirus Shock + Recession
Fintech Investment Services News

HiddenLevers Unveils Stress Testing for Financial Plans, to Help Address Retirement Concerns on Coronavirus Shock + Recession

Fintech News Desk
by Fintech News Desk0
Investor worries about retirement are skyrocketing due to higher volatility and the stock market crash brought on by the coronavirus. HiddenLevers, a premier tech provider in the wealth management space, announced the launch of new financial planning features, including cashflows stress testing, to help financial advisors tackle these worries head......
Objectway Offers Licence-Free Period for WealthTech Suite to Help the Digital Transformation During the COVID-19 Crisis
Fintech News

Objectway Offers Licence-Free Period for WealthTech Suite to Help the Digital Transformation During the COVID-19 Crisis

Fintech News Desk
by Fintech News Desk0
Objectway, a leading software provider of wealth management digital solutions with customers in four continents, announced the offer of a licence-free period to any new subscription to its digital offering committed to in 2020. Read More: WorldRemit Partners with Wizall Money to Launch its First Mobile Money Transfer Service to Senegal The......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Fintech News

Kestra Financial Onboards Russell Giammarino Wealth Management

Fintech News Desk
by Fintech News Desk0
$325 million advisor group joins Kestra Financial-associated firm Coastline Wealth Management Russell Giammarino Wealth Management has joined industry-leading independent advisor platform Kestra Financial,(Kestra Financial) after forming a new partnership with Coastline Wealth Management, a Long Island-based firm already associated with Kestra Financial. “By partnering with Kestra Financial, they will have the freedom to......
FF Token Is Designated by Chainbank as the Only Token Wealth Management Product in the Global Cryptocurrency Industry
Blockchain Cryptocurrency Fintech News

FF Token Is Designated by Chainbank as the Only Token Wealth Management Product in the Global Cryptocurrency Industry

Fintech News Desk
by Fintech News Desk0
In the global field of blockchain technology, Chainbank has been recognized as the most reputable and advanced wallet platform in terms of technology sophistication and security. It holds the highest status within the industry. Chainbank provides its exclusive technology innovation only to mainstream crypto currencies such as BTC, BCH, ETH,......
Docupace Launches New Reg BI Compliance Solution
Fintech News

Docupace Launches New Reg BI Compliance Solution

Fintech News Desk
by Fintech News Desk0
Docupace announces Tracker BI product for delivery and comprehensive digital management of Form CRS and disclosures for Wealth Management Firms  Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its new Reg BI and Form CRS digital solution enabling broker-dealers and......
Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Capital Markets Fintech News

Addepar Introduces Pricing Assurance Program to Support RIAs

Fintech News Desk
by Fintech News Desk0
Addepar Assurance offers pricing credit to RIAs amid market volatility Addepar, a leading technology platform for wealth management, announced Addepar Assurance, a program designed to make it easier for new clients to gain access to Addepar’s platform during challenging market conditions. The program provides credit for new clients to offset......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Migrates to Coordinated Product Launch Cycles

Fintech News Desk
by Fintech News Desk0
Release 20a Includes New Developer Portal and Upgrades to Multiple APIs, Adopting Best Practices Utilized by the Technology Industry Apex Clearing, the digital custody and clearing engine powering the future of wealth management, announced the launch of the Apex 20a (March 2020) Platform, the first implementation of its newly established......
Docupace Announces Availability of Digital Adoption Bundles for Wealth Management
Fintech News

Docupace Announces Availability of Digital Adoption Bundles for Wealth Management

Fintech News Desk
by Fintech News Desk0
Broker-dealers and RIAs now can bundle a suite of digital tools to streamline operations form leading vendors for remote adoption for Q2 2020 Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is announcing the availability of a suite of Digital Adoption Bundles that lower......
Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management
Artificial Intelligence Fintech News

Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management

Fintech News Desk
by Fintech News Desk0
The rapid advancement of smart technologies, such as artificial intelligence (AI), big data analytics, cloud computing, and blockchain, compounded with the changing demographics in the existing and potential customer base of wealth management services, makes a compelling case for both wealth managers and regulators to embrace the increasingly available and......
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