Tag : financial professionals

Aidentified Unveils New Product Tiers, Enhanced User Experience, and Welcomes Dan Cavanaugh as Head of Wealth Management
Fintech News

Aidentified Unveils New Product Tiers, Enhanced User Experience, and Welcomes Dan Cavanaugh as Head of Wealth Management

PR Newswire
by PR Newswire0
Aidentified,  the leading Wealth Networking Intelligence platform, announced significant enhancements to its product offerings and subscription pricing alongside the strategic hire of Dan Cavanaugh as Head of Wealth Management. These updates mark a major milestone in the company’s evolution as it continues to scale in support of financial professionals and......
Integrated Partners Adopts RISR to Enhance Comprehensive Planning for Business Owners
Finance Fintech News

Integrated Partners Adopts RISR to Enhance Comprehensive Planning for Business Owners

Business Wire
by Business Wire0
RISR’s platform now empowers advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners RISR, a leading business owner engagement platform for financial advisors, today announced its partnership with Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in......
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......
Red Oak Acquires 4U Platform, Introducing Compliant Connectivity to the Financial Industry
Finance Fintech News

Red Oak Acquires 4U Platform, Introducing Compliant Connectivity to the Financial Industry

EIN Presswire
by EIN Presswire0
Acquisition enhances regulatory workflows, accelerates compliance content distribution, and positions Red Oak as the leading Compliance Connectivity Platform Red Oak, the leader in advertising compliance and marketing review software, announced today its acquisition of 4U Platform, the premier content distribution, engagement and analytics platform for the investment industry. This strategic......
Octus Launches CreditAI Vault, Elevating Buy Side Intel Across Permissioned Data Rooms
Artificial Intelligence Fintech News

Octus Launches CreditAI Vault, Elevating Buy Side Intel Across Permissioned Data Rooms

Business Wire
by Business Wire0
Empowering instant insight discovery with secure, AI-driven credit intelligence Octus, a global leader in credit intelligence and data, is proud to announce the launch of CreditAI Vault by Octus™, a groundbreaking AI-powered research tool designed to revolutionize how buy-side professionals access and analyze critical private credit data. Built on Octus’......
TE+A Marketing and WealthFeed Announce Strategic Partnership to Revolutionize Investor Prospecting
Artificial Intelligence Finance Fintech News

TE+A Marketing and WealthFeed Announce Strategic Partnership to Revolutionize Investor Prospecting

PR Newswire
by PR Newswire0
TE+A Marketing, a premier marketing and branding agency, and WealthFeed, a cutting-edge AI-driven prospecting platform, are excited to announce a strategic partnership. This collaboration will empower financial services firms by providing a comprehensive, data-driven solution to identify and engage investors experiencing “money in motion” events. Leveraging TE+A Marketing’s expertise in......
FNEX Launches Alternatives Marketplace for Wealth Managers
Banking Finance Fintech Investments News

FNEX Launches Alternatives Marketplace for Wealth Managers

PR Newswire
by PR Newswire0
FNEX, a leading fintech-enabled investment bank, announced the launch of the FNEX Alternatives Market, an innovative platform designed to provide wealth managers with access to unique curated alternative investment opportunities. The FNEX Alternatives Market offers an expansive range of high-quality investments, including private equity, real estate, private debt, and venture......
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.......
Fin.Link Welcomes Zander Heinen as President
Digital Payments Finance Fintech Investments News

Fin.Link Welcomes Zander Heinen as President

PR Newswire
by PR Newswire0
Newly created role will facilitate user engagement and partnership growth Fin.Link, the leading platform for financial professionals to connect, grow, and succeed, is thrilled to announce the addition of Zander Heinen as President. In this role, Heinen will enhance user experience and engagement across the Fin.Link community and its partnerships.......
Charli AI Redefines Investment Strategy with Pi Quadrant Index
Commerce DeFi Digital Asset Management Digital Payments Digital Wallet Finance Fintech Fintech Primers Investment Services Investments Lending Markets Mortgage News Payment gateways Property Recommended Stock Market Technology

Charli AI Redefines Investment Strategy with Pi Quadrant Index

GlobeNewswire
by GlobeNewswire0
Charli AI Presents the Pi Quadrant Index—Empowering Investment Professionals with AI-Driven Analysis Charli AI, a leading provider of AI-powered financial solutions, has introduced the Pi Quadrant Index, a disruptive capability designed to empower investment professionals by optimizing investment strategies through advanced data aggregation and multidimensional analysis. The Pi Quadrant Index......
1