Tag : Financial Advisors

Datalign Secures $9M Seed Funding to Accelerate AI-Powered Financial Advisory Solutions
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Datalign Secures $9M Seed Funding to Accelerate AI-Powered Financial Advisory Solutions

PR Newswire
by PR Newswire0
Link Ventures Investment Enables Datalign to Scale AI Offerings for Wealth Management Datalign Advisory (“Datalign”), an AI platform matching consumers with leading financial advisors, announced Link Ventures invested $5 million in Datalign, bringing their total investment in Datalign to $9 million on a post-money valuation of $75 million. The capital enables Datalign to further accelerate......
Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades
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Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades

Business Wire
by Business Wire0
Latest updates, revealed at Orion’s Ascent conference, include AI-powered meeting agendas, Redtail CRM, Advisor Trading and More Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprises that serve them, announced today at Orion Ascent 2025 a series of key updates across its connected technology ecosystem......
New Research Uncovers a Misalignment Between Financial Advisors' Marketing Tactics and Consumer Preferences
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New Research Uncovers a Misalignment Between Financial Advisors’ Marketing Tactics and Consumer Preferences

PR Newswire
by PR Newswire0
Ficomm Partners expands on their consumer marketing research with The Great Marketing Mismatch: 2024 Financial Advisor Growth Marketing Study Ficomm Partners (Ficomm) has unveiled The Great Marketing Mismatch: 2024 Financial Advisor Growth Marketing Study, exposing a critical disconnect between how financial advisory firms market themselves and how consumers choose their advisors. This......
Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors
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Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors

Business Wire
by Business Wire0
Morningstar, Inc., a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application streamlines key tasks such as conducting research, building and analyzing portfolios, and generating client proposals. Direct Advisory Suite is built on the foundation of......
Orion Introduces Innovative Enhancements to Destinations Funds Trust to Improve Efficiency
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Orion Introduces Innovative Enhancements to Destinations Funds Trust to Improve Efficiency

Business Wire
by Business Wire0
New services aim to assist in fund operations and reduce transaction costs Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced a series of enhancements to its Brinker Capital Destinations Trust, incorporating advanced tools designed to improve efficiency, reduce transaction......
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
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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
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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......
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