Tag : Investment Proposals

Wealthbox Integrates with Envestnet for Smarter Investment Management
Fintech Investment Services News

Wealthbox Integrates with Envestnet for Smarter Investment Management

PR Newswire
by PR Newswire0
Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors’ Wealthbox CRM platform. With this integration, advisors can seamlessly access Envestnet account and position information, navigate between platforms using single sign-on, and initiate investment proposals—all within Wealthbox. The seamless connection between these two essential......
YourStake Announces Collaboration with Apex Fintech Solutions Inc to Deliver The Building Blocks For The New Paradigm Of AI-First Fintech
Artificial Intelligence Finance Fintech News

YourStake Announces Collaboration with Apex Fintech Solutions Inc to Deliver The Building Blocks For The New Paradigm Of AI-First Fintech

Business Wire
by Business Wire0
New ‘Document-to-Portfolio’ Statement Extraction Technology Enables Frictionless Investing Experiences and Instant Portfolio Insights. YourStake, a leading provider of AI-powered solutions for the wealth management industry, today announced a collaboration with Apex Fintech Solutions Inc. (“Apex”), the innovation platform to the global investment ecosystem, to provide APIs for the next generation......
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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