Tag : Financial Advisors

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity
Artificial Intelligence News Security

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity

Business Wire
by Business Wire0
Collaboration empowers Osaic’s financial professionals with Zocks’ Client Intelligence Platform for streamlining workflows, and enhancing client engagement, while ensuring the highest standards of privacy and security Zocks, a privacy-first AI platform for financial advisors, announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth management solutions.......
FP Alpha Expands AI-Powered Solutions with NextGen Tax Insights and New Enterprise Features
Fintech InsurTech News

FP Alpha Expands AI-Powered Solutions with NextGen Tax Insights and New Enterprise Features

PR Newswire
by PR Newswire0
FP Alpha, the AI-powered tax, estate, and insurance planning platform for financial advisors, is proud to introduce NextGen Tax Insights, a first of its kind AI-driven feature designed to assist advisors in the tax planning process. Announced at the T3 Conference, NextGen Tax Insights empowers financial advisors with high-level, actionable tax insights for......
Syntax Data and TradePMR Collaborate to Provide Financial Advisors with Index and Portfolio Development Capabilities
Finance Fintech News

Syntax Data and TradePMR Collaborate to Provide Financial Advisors with Index and Portfolio Development Capabilities

Business Wire
by Business Wire0
Leading brokerage and custodian services provider adds Syntax Direct platform to tech stack, available to all TradePMR users Syntax Data, a leading provider of direct indexing technology, today announced a collaboration with TradePMR, a leading brokerage and custodian services provider for independent financial advisors, which will provide TradePMR users access......
WealthFeed Announces Strategic Partnership with NewEdge Advisors
Fintech News

WealthFeed Announces Strategic Partnership with NewEdge Advisors

PR Newswire
by PR Newswire0
WealthFeed, an AI-powered Money-in-Motion platform for financial advisors, is excited to announce a strategic partnership with NewEdge Advisors, a growth-oriented financial advisory services and wealth management firm. The collaboration provides advisors with advanced prospecting and client engagement tools, enabling them to identify new prospects and drive organic growth. This partnership......
Savvy Wealth Appoints Former Carta Fintech Software Leader Eric Hurkman as Chief Technology Officer
Fintech News

Savvy Wealth Appoints Former Carta Fintech Software Leader Eric Hurkman as Chief Technology Officer

Business Wire
by Business Wire0
New technology chief will build out product and engineering teams, drive product innovation within the Savvy Wealth platform Savvy Wealth Inc., a digital-first platform for financial advisors centered around modernizing human financial advice, welcomes Eric Hurkman as its first chief technology officer (CTO). Hurkman joins Savvy Wealth to lead the......
GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity
Artificial Intelligence Fintech Machine Learning News

GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity

Business Wire
by Business Wire0
New feature arms advisors with a simplified AI assistant powered by plain English and integrated with their existing workflows GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its “Ask Anything” assistant. This next-generation natural language interface allows advisors to seamlessly interact with......
Advisor360° Survey: Generative AI Use Surges Among Financial Advisors
Artificial Intelligence Fintech News

Advisor360° Survey: Generative AI Use Surges Among Financial Advisors

Business Wire
by Business Wire0
85% of Advisors Call Gen AI a ‘Help’ in Rapid Shift from Skepticism to Adoption What a difference a year makes. According to wealthtech provider Advisor360°, financial advisors are embracing generative AI (Gen AI) as a game-changing efficiency tool for everything from predictive analytics to summarizing meeting notes. Advisor360°’s research reveals that......
LPL Financial Launches Comprehensive Alternative Investment Platform
Fintech Investment Services News

LPL Financial Launches Comprehensive Alternative Investment Platform

GlobeNewswire
by GlobeNewswire0
Bespoke solution offers a centralized hub to meet the evolving needs of investors LPL Financial LLC, a leader in the wealth management industry, announces the launch of LPL Alts Connect, a full-service platform designed to streamline the way financial advisors and their clients access and manage alternative investments. LPL Alts......
CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms
Fintech Investment Services News

CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms

Business Wire
by Business Wire0
CAIS to provide turnkey alternative investment operating system to enable a unified experience of public and private investments on third-party platforms CAIS, the leading alternative investment platform for independent financial advisors, announced the launch of an enterprise solution designed to integrate alternative investments within Turnkey Asset Management Platforms (TAMPs) and......
AssetMark Welcomes Seasoned Executives Doris Meister and Lisa Opoku to Board of Directors
Fintech News Technology

AssetMark Welcomes Seasoned Executives Doris Meister and Lisa Opoku to Board of Directors

GlobeNewswire
by GlobeNewswire0
AssetMark, Inc., a leading wealth management technology platform for financial advisors, announced the appointment of Doris Meister and Lisa Opoku to its Board of Directors. The addition of these two accomplished executives reflects AssetMark’s ongoing commitment to enhancing its governance with leaders who bring deep expertise in financial services, strategic......
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