Tag : investment research

Midwestern Securities and YCharts Forge Strategic Partnership to Boost Advisor Efficiency and Client Engagement
Investment Services News Security

Midwestern Securities and YCharts Forge Strategic Partnership to Boost Advisor Efficiency and Client Engagement

Business Wire
by Business Wire0
YCharts, a leading investment research and client engagement platform, is thrilled to announce a strategic enterprise partnership with Midwestern Securities, a trusted partner to community banks and financial institutions. This collaboration provides Midwestern Securities’ advisors with full access to YCharts’ robust suite of tools and integrations, streamlining operations, enhancing client......
Finbotica Empowers Retail Investors Harnessing the Power of AI and Automation
Artificial Intelligence Fintech Investment Services News

Finbotica Empowers Retail Investors Harnessing the Power of AI and Automation

EIN Presswire
by EIN Presswire0
New AI and automation powered platform helps investors track, analyze, and act on financial insights with ease Retail investors now have a powerful time-saving tool to simplify investment research and stay informed of key financial events. Finbotica, an AI and automation-driven financial analysis and monitoring platform, has officially launched to help......
YCharts Launches AI Chat to Accelerate Investment Research & Enhance Client Engagement
Artificial Intelligence Finance Fintech News

YCharts Launches AI Chat to Accelerate Investment Research & Enhance Client Engagement

Business Wire
by Business Wire0
YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, today announced the launch of AI Chat, a next-generation AI-powered tool designed to enhance research workflows, improve efficiency, and drive better client engagement. Recently recognized as a top performer in this year’s T3/Inside Information Software Survey......
Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors
Investment Services News

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors

Business Wire
by Business Wire0
Dynasty Financial Partners and YCharts announce a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and client communications platform. “Their exceptional customer support is second to none and has proven to immensely boost productivity for our network of advisors.” Through its continued......
Moomoo and Its Sister Brand Connect 20 Million Users with the Interactive Investing Community
Investment Services News

Moomoo and Its Sister Brand Connect 20 Million Users with the Interactive Investing Community

PR Newswire
by PR Newswire0
Fintech-driven investment and wealth management platform, moomoo announces, together with its sister platform, the global digitalized investor community is now amassing over 20 million users, making it one of the most well-established platforms for connecting like-minded investors and unlocking more opportunities powered by technology and collective intelligence. Moomoo is an......
YCharts and Orion Release Integration Enhancement
Investment Services News

YCharts and Orion Release Integration Enhancement

Business Wire
by Business Wire0
This Integration enhancement by two wealthtech powerhouses, YCharts and Orion, creates a seamless workflow for advisors to enable smarter investment decisions and better client communications YCharts, an investment research, analytics and client communication software platform, and Orion Advisor Tech, the premier provider of transformative wealthtech solutions, announced the release of......
Fintech SigmaLogic, Known for its LOGICLY Platform, is Now Part of VettaFi’s Suite of Data and Analytics Offerings
Analytics Investment Services News

Fintech SigmaLogic, Known for Its LOGICLY Platform, is Now Part of VettaFi’s Suite of Data and Analytics Offerings

Business Wire
by Business Wire0
Comprehensive web-based platform allows advisors and asset managers to conveniently and cost-effectively streamline investment research, portfolio management, and portfolio analytics VettaFi, a data, analytics, digital distribution, and thought leadership company that helps asset managers solve their most pressing and complex challenges, is announcing that SigmaLogic, creator of LOGICLY, is the......
Ryan Financial Group Joins Commonwealth to Scale Its Business
Business Finance News

Ryan Financial Group Joins Commonwealth to Scale Its Business

Fintech News Desk
by Fintech News Desk0
Third-generation firm will leverage resources to expand its offerings and client base Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with......
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