Tag : Financial Advisors

CAIS Unveils Enhanced Trade Solution to Streamline Investment Experience, Accelerating Advisor Adoption of Alternatives
Fintech Investment Services News

CAIS Unveils Enhanced Trade Solution to Streamline Investment Experience, Accelerating Advisor Adoption of Alternatives

Business Wire
by Business Wire0
Enhanced trade solution to lay foundation for more streamlined investment experience, removing operational barriers CAIS, the leading alternative investment platform for independent financial advisors, unveiled a series of new trade capabilities that will be made available to the over 2,000 wealth management firms that utilize the CAIS alts operating platform.......
Hexure and Luma Expand Partnership to Offer Integrated Life Insurance and Annuity Solutions
Fintech InsurTech News

Hexure and Luma Expand Partnership to Offer Integrated Life Insurance and Annuity Solutions

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, is proud to announce the expansion of its long-standing collaboration with Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry. This partnership now expands Luma’s award-winning platform to include Hexure’s Firelight® life......
Red-Matter-Capital-Launches-OpenAI-for-Finance,-a-Specially-Designed-AI-Model-for-Financial-Professionals
Artificial Intelligence Finance Fintech News

Red Matter Capital Launches OpenAI for Finance, a Specially Designed AI Model for Financial Professionals

PR Newswire
by PR Newswire0
Red Matter Capital (RMC), a leading technology innovator specializing in artificial intelligence solutions, is excited to announce the launch of its cutting-edge AI tailored for financial advisors, investors, and asset managers. OpenAI Finance is designed to revolutionize financial decision-making, by providing real-time insights, personalized investment strategies, and enhanced operational efficiency.......
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......
Digital Payments Finance Fintech Guest Posts Investments

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......
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