Tag : Financial Advisors

University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Artificial Intelligence Capital Markets Fintech Investment Services

Oranj Adds Technology Investment Services and ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
ROBO Global, an index, advisory and research company, joins the growing list of asset managers on the Oranj custodian-agnostic platform  Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that ROBO Global has joined the growing list of best-in-class asset managers to make their......
KBC Bank Chooses Finastra for Libor Transition
Fintech InsurTech News

Signal Advisors Launches First-Ever Platform To Pay Annuity Commissions In One Day

Fintech News Desk
by Fintech News Desk0
Signal Advisors today announced the debut of their tech-enabled Independent Marketing Organization, or IMO. IMOs distribute annuities and life insurance through a large network of independent financial advisors. “The world doesn’t need another IMO. It needs something fundamentally different,” said Patrick Kelly, Co-Founder and CEO of Signal Advisors, who has spent......
Banking Fintech News

Tech Unfamiliarity, Client Defection and Lead Generation Top List of Financial Advisor Concerns in 2020: AdvisorStream Research

Fintech News Desk
by Fintech News Desk0
Financial advisors who are not fully embracing digital marketing in 2020 are at risk of losing clients and unable to take advantage of the surge in investors looking for advice during the ongoing COVID-19 pandemic and massive market volatility, according to new findings of the “AdvisorStream: State of Advisor Communications” research.......
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MaxMyInterest Announces Morningstar Integration

Fintech News Desk
by Fintech News Desk0
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
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Qualis Capital Announces Strategic Partnership With WealthShield And Wealth Advisor Growth Network

Fintech News Desk
by Fintech News Desk0
Qualis Capital LLC today announced their strategic partnership to be the exclusive alternative investment solution for both WealthShield and Wealth Advisor Growth Network (WAGN).  With technology being a key component in every day business, and the need for access to quality alternative investments in the High Net Worth community on......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Fintech Investment Services News

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility
Fintech Investment Services News

Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility

Fintech News Desk
by Fintech News Desk0
“Scientifically Predictable,” developed by Dr. Dan Geller, is the first investment model that uses behavioral economics for high-confidence investments avoiding panic and emotional trading Analyticom LLC, a behavioral economics research firm, just introduced Scientifically Predictable – a scientific model for high confidence trend investing in Exchange-Traded Funds (ETFs). “The model yielded 31.62%......
eMoney Advisor Enhances Advisor Branded Marketing (ABM) Solution with Automated Lead Generation Campaigns
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eMoney Advisor Enhances Advisor Branded Marketing Solution with Automated Lead Generation Campaigns

Fintech News Desk
by Fintech News Desk0
Marketing automation capabilities streamline workflow for attracting, nurturing, converting and retaining clients in the digital age eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, expanded its Advisor Branded Marketing (ABM) tool with Automated Lead Generation campaigns, designed to help financial advisors......
Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors
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Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Software Companies Collaborate To Create Seamless Experience, Allowing Advisors to Deliver Hyper-Specific Content Based on Clients’ and Prospects’ Risk Numbers Twenty Over Ten, an industry-leading SaaS company, today announced a partnership with Riskalyze, which enables advisors to pinpoint an investor’s Risk Number® in an effort to build a portfolio containing an......
UBS Partners With Clients to Design New UBS Financial Services iPhone App
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UBS Partners With Clients to Design New UBS Financial Services iPhone App

Fintech News Desk
by Fintech News Desk0
UBS Wealth Management USA has launched an entirely redesigned UBS Financial Services iPhone app (”the app”) in close collaboration with UBS clients and financial advisors. The new app is designed to help clients gain a more complete picture of their total wealth, and get insights and research in new ways......
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