Tag : investment research

Nitrogen and Indivisible Partners Deliver Enhanced Advisor Experience and Portfolio Personalization
Fintech Investment Services News

Nitrogen and Indivisible Partners Deliver Enhanced Advisor Experience and Portfolio Personalization

Business Wire
by Business Wire0
Indivisible Partners’ Vision for Integrated Advisor Wealth Platform Showcases Deeper Nitrogen-Advyzon Integration Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, announced a partnership with Indivisible Partners, a modern RIA platform dedicated to empowering advisors through an integrated, outcomes-driven technology platform. This......
Nitrogen Launches AI Meeting Center to Revolutionize Advisor Productivity
Artificial Intelligence Fintech News

Nitrogen Launches AI Meeting Center to Revolutionize Advisor Productivity

Business Wire
by Business Wire0
New AI-powered tool eliminates manual meeting notes, streamlines compliance, and integrates natively within Nitrogen’s trusted platform Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, announced the launch of AI Meeting Center, a secure, native solution that streamlines meeting documentation and supercharges......
Nitrogen, Advyzon Partner for Integrated Portfolio Analytics, Portfolio Management & CRM
Analytics Fintech News

Nitrogen, Advyzon Partner for Integrated Portfolio Analytics, Portfolio Management & CRM

Business Wire
by Business Wire0
Leading WealthTech Firms Unite to Deliver Integrated Platform for Boutique RIAs Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, and Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced an expanded integration and sales......
YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
Fintech Investment Services News

YCharts Expands Relationship with LPL Financial Through ClientWorks Integration

Business Wire
by Business Wire0
YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL’s advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for......
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......
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