Tag : Financial Advisors

Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents
Finance Fintech News

Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, announces a collaboration with iPipeline®, a leading provider of digital solutions for the life insurance, annuities, and wealth management industries. Through this collaboration, Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows......
Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go
Fintech Investment Services News

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

PR Newswire
by PR Newswire0
Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client......
Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
by PR Newswire0
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
Melio-Launches-Advanced-Accounts-Payable-Capabilities-For-Accountants-And-Midsize-Businesses
Digital Payments News Payment gateways

Melio Launches Advanced Accounts Payable Capabilities For Accountants And Midsize Businesses

Business Wire
by Business Wire0
New Features Include Fast Foreign Currency Payments, Instant Bank Transfers, W9 Collection And Auto 1099 Sync, And Client Management Tool for Accountants With Priority Phone Support  Melio, a leading accounts payable and receivable platform, announced multiple new features for small and medium-sized businesses and accountants to automate processes, boost control of......
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
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Defining Wealth For A New Generation

Theo Paraskevopoulos
by Theo Paraskevopoulos0
By Theo Paraskevopoulos, CEO and Founder of wealth tech startup, Invessed Between the rising cost of living, inflationary pressures, and ongoing uncertainty in the broader economy, individuals across the UK have reason to be increasingly concerned about their financial well-being and how they manage assets and wealth. In challenging times, the......
FusionIQ Announces Integration with Interactive Brokers Canada
Fintech News

FusionIQ Announces Integration with Interactive Brokers Canada

PR Newswire
by PR Newswire0
Innovations for financial advisors, including FusionIQ’s FIQ Journey product, now available to industry leaders in Canada FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, announced its integration with automated global electronic broker Interactive Brokers, in Canada. This is a major......
Luma-Financial-Technologies-Announces-a-Collaboration-with-BNY-Mellon’s-Pershing-to-Provide-Next-Level-Annuity-Management-Solutions
Finance Fintech News

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Business Wire
by Business Wire0
Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types. Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s......
TradeStation Securities Collaborates with OptionsPlay to Enhance User Experience with Cross-Platform Integration
Finance Fintech News Trading

TradeStation Securities Collaborates with OptionsPlay to Enhance User Experience with Cross-Platform Integration

Business Wire
by Business Wire0
TradeStation Securities clients who subscribe to OptionsPlay can now act on trade insights generated by OptionsPlay seamlessly without having to use a separate brokerage platform to place trades. TradeStation Securities, Inc. (“TradeStation Securities”), an award-winning,* self-clearing online brokerage for trading stocks, ETFs, options and futures, today announced it is the......
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