Tag : Financial Advisors

Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors
Business Fintech Fintech Funding News Risk Management

Altruist Launches Portfolio Marketplace Featuring Vanguard and Dimensional Fund Advisors Models

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform, announced the release of a new marketplace for financial advisors to use turnkey portfolios from leading asset managers. Advisors can build custom model portfolios on Altruist or assign models from providers in this new marketplace, initially featuring Vanguard and Dimensional Fund Advisors. Read More: Curioinvest......
MaxMyInterest Integrates with Redtail Technology
Banking Business Fintech News Robotic Process Automation

MaxMyInterest Integrates with Redtail Technology

Fintech News Desk
by Fintech News Desk0
Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution MaxMyInterest (“Max”), a provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Redtail Technology (“Redtail”), a leader in client relationship management (CRM) solutions for the financial......
FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions' Clients
Business Fintech Investment Services News

FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions’ Clients

Fintech News Desk
by Fintech News Desk0
FusionIQ, a leading investment research and technology provider, announced an alliance with Ultimus Fund Solutions® to deliver an industry-leading digital advisory and self-directed user experience for nearly 200 investment management firms on Ultimus’ investment platform. Ultimus®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ......
Panoramix-Launches-Asynchronous-Processing-To-Streamline-Workflows-and-Enhance-Usability
Business Fintech News

Panoramix Asks: Do Advisors Report to Clients Properly?

Fintech News Desk
by Fintech News Desk0
Panoramix, an innovative advisor technology platform focused on performance reporting and billing, directly challenges whether financial advisors are serving their clients’ best interests by the manner in which they handle fees in their performance reporting with the company’s seventh Industry Content Series white paper titled Performance Net of Fees Vs......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Business Fintech Investment Services News

Crystal Capital Partners Releases Web-Based, Client-Facing Alternative Investment Proposals

Fintech News Desk
by Fintech News Desk0
As client interactions move into the virtual space, innovation is business critical. Financial advisors must be prepared to differentiate themselves and deliver highly visual and engaging experiences to their clients and prospects. It is time to raise the bar — boring content has no place in 2021. Read More: Aurora Mobile......
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Business Fintech Investment Services News

Morningstar Ships Market Monitoring Platform

Fintech News Desk
by Fintech News Desk0
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the Morningstar Market Monitoring platform, a real-time information and market insights web-based application, designed to empower advisors, traders, and market analysts with the customized set of information they need to make sound financial decisions for investors. Read......
Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors
Business Fintech Fintech Funding Investment Services News

Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors

Fintech News Desk
by Fintech News Desk0
Bill McNabb, former Chairman and CEO of Vanguard, joins Altruist’s Board of Directors Altruist, a fully-integrated digital investment platform for financial advisors, announced it has closed an additional round of funding that will accelerate its mission of disrupting the custodial offering for independent advisors. The company will use the new......
RightCapital and Allianz Life Announce Partnership
Business Fintech News

RightCapital Announces Integration Within LPL Financial’s ClientWorks Technology Platform

Fintech News Desk
by Fintech News Desk0
RightCapital, Inc. (RightCapital), the fastest-growing company in the financial planning software space, today announced integration with LPL Financial advisor technology platform, ClientWorks. The integration will provide advisors additional choice and a more streamlined experience to deliver financial planning services to their clients. Read More: Ondot’s Card Management Platform Now Offers Digital......
Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients
Fintech Investment Services News Risk Management Trading

Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment, investment analytics, and trading software, has introduced free access to its award-winning platform. The industry’s leading financial technology firm is now offering Riskalyze Trading and Riskalyze Elite at no-cost for advisors through the end of the year. This limited-time offer waives......
Life-Settlement-Pioneer-Launches-PolicyAppraisal.com-for-Financial-Advisors
Business Fintech Investment Services News

Life Settlement Pioneer Launches PolicyAppraisal.com For Financial Advisors

Fintech News Desk
by Fintech News Desk0
Life insurance settlement industry pioneer Wm. Scott Page recently announced the launch of PolicyAppraisal.com, a website that uses custom algorithms to enable financial advisors and life insurance agents to determine the existing value of life insurance policies. Using its proprietary software know as Value Finder™, PolicyAppraisal.com’s team uses analytics to quickly identify if......
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