Tag : Financial Advisors

Wealthbox Secures $200 Million Investment from Sixth Street Growth to Accelerate Expansion and Innovation
Fintech Investment Services News

Wealthbox Secures $200 Million Investment from Sixth Street Growth to Accelerate Expansion and Innovation

PR Newswire
by PR Newswire0
Wealthbox, the #1-rated CRM software platform for financial advisors, announced that it has entered into a definitive agreement for a $200 million strategic majority investment from Sixth Street Growth, the growth investing business of leading global investment firm Sixth Street. The partnership marks a major milestone in Wealthbox’s evolution and positions......
Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors' Leading CRMs
Artificial Intelligence Compliance management News Security

Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors’ Leading CRMs

Cision PRWeb
by Cision PRWeb0
Bloks launches Wealthbox integration at Wealth Management EDGE 2025, delivering AI-powered CRM sync, 360° Relationship Intelligence, and built-in compliance for advisors. Bloks unveiled a native integration with Wealthbox, enabling financial advisors to sync AI-generated meeting notes and enriched client data directly into the CRM they already trust—all while maintaining the highest......
FP Alpha Unveils Estate Insights 2.0; Helping Financial Advisors Deliver Deeper, More Actionable Planning
Artificial Intelligence Finance Fintech News

FP Alpha Unveils Estate Insights 2.0; Helping Financial Advisors Deliver Deeper, More Actionable Planning

PR Newswire
by PR Newswire0
FP Alpha, the premier AI-driven wealthtech platform for financial advisors, today announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed to empower financial advisors with deeper, more actionable insights while streamlining the estate review process. This enhanced capability marks a significant evolution in......
Simplisure Expands Digital Life Insurance Advisor Capabilities
Fintech InsurTech News

Simplisure Expands Digital Life Insurance Advisor Capabilities

EIN Presswire
by EIN Presswire0
Advisors gain enhanced ability to quickly determine the appropriate level of coverage for any client’s unique situation Simplisure announced a major expansion of its digital life insurance advisor capabilities, providing financial advisors and their clients with the ability to quickly and easily determine the appropriate level of coverage for each client’s......
YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
Fintech Investment Services News

YCharts Expands Relationship with LPL Financial Through ClientWorks Integration

Business Wire
by Business Wire0
YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL’s advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for......
Vanguard Unveils Generative AI Client Summaries for Financial Advisors
Analytics Artificial Intelligence Fintech News

Vanguard Unveils Generative AI Client Summaries for Financial Advisors

PR Newswire
by PR Newswire0
Vanguard launched its first client-facing Generative AI (GenAI) capability that equips financial advisors with efficient and personalized content for client communications. Vanguard’s Client-Ready Article Summaries produce customizable synopses of its top-read market perspectives tailored by financial acumen, investing life stage, and tone. It also generates the necessary disclosures to accompany the article......
WealthFeed Announces Strategic Partnership with the Association of African American Financial Advisors (Quad-A) to Expand Access to Cutting-Edge Prospecting Technology
Fintech News

WealthFeed Announces Strategic Partnership with the Association of African American Financial Advisors (Quad-A) to Expand Access to Cutting-Edge Prospecting Technology

PR Newswire
by PR Newswire0
WealthFeed, the AI-powered Money-in-Motion platform for financial advisors, is proud to announce a strategic partnership with the Association of African American Financial Advisors Quad-A), a leading organization dedicated to advancing African American financial professionals. This partnership will provide Quad-A members with exclusive access to WealthFeed’s powerful prospecting and outreach platform, helping members......
Advisor360° Launches Parrot AI: A More Secure, Compliant Generative AI Assistant for Financial Advisors
Artificial Intelligence Fintech News Technology

Advisor360° Launches Parrot AI: A More Secure, Compliant Generative AI Assistant for Financial Advisors

Business Wire
by Business Wire0
Advisor360°, a leading provider of integrated technology for wealth management firms, has launched Parrot AI™, a standalone generative AI-powered meeting assistant designed to transform how financial advisors manage client interactions and daily workflows. “We’ve refined Parrot to be an AI-powered assistant that transforms advisor-client interactions into actionable insights so advisors can......
KraneShares Partners With InspereX For ETF Distribution To Select Financial Advisors
Finance Fintech News

KraneShares Partners With InspereX For ETF Distribution To Select Financial Advisors

Business Wire
by Business Wire0
InspereX, the tech-driven fixed income and structured products distribution and trading firm founded by Tom Ricketts, today announced the firm has been selected by Krane Funds Advisors, LLC (“KraneShares”) as a strategic distribution partner for KraneShares ETFs. InspereX will lead distribution efforts for KraneShares ETFs in the independent broker-dealer and......
Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors
Artificial Intelligence Fintech News

Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors

Business Wire
by Business Wire0
Renowned podcaster, author, CNBC contributor and wealth management leader backs FINNY as it scales artificial intelligence (AI)-powered prospecting, advances mission to bridge the gap between wealth and the professionals serving it FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, announced that “Downtown” Josh......
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