Tag : Registered Investment Advisors

AdvisorEngine and TradePMR: An Integration Designed to Deliver Investment Management Power, Intelligent Automation, and a Simplified Client Experience for RIAs
Fintech Investment Services News

AdvisorEngine and TradePMR: An Integration Designed to Deliver Investment Management Power, Intelligent Automation, and a Simplified Client Experience for RIAs

Business Wire
by Business Wire0
AdvisorEngine integrates with custodian services provider focused on independent investment advisory firm growth AdvisorEngine, provider of an end-to-end wealth management platform, announced its integration with TradePMR, a custodian services provider for independent registered investment advisors (RIAs) at TradePMR’s SYNERGY25 conference. “AdvisorEngine and TradePMR are aligned on providing advisory firms with......
Seeds Secures $10 Million Series A Funding Round To Reimagine Personalized Investment Management
Fintech Funding Investment Services News

Seeds Secures $10 Million Series A Funding Round To Reimagine Personalized Investment Management

Business Wire
by Business Wire0
Led by Portage, the investment will drive product innovation, accelerate team expansion, and amplify go-to-market efforts with a strategic rebrand. Seeds (formerly ‘Seeds Investor’)—a fintech company enabling advisors to create a personalized investing experience and streamline portfolio operations—announced the successful completion of a $10 million Series A funding round led......
Covet Unveils AI-Powered Estate Management Platform at Finovate, Captivating RIAs with Vision for Next-Gen Wealth Management
Artificial Intelligence Fintech News

Covet Unveils AI-Powered Estate Management Platform at Finovate, Captivating RIAs with Vision for Next-Gen Wealth Management

PR Newswire
by PR Newswire0
The future of wealth management arrived at Finovate as Covet.Life, a breakout platform harnessing the power of AI to advance estate asset management, took center stage. The live demonstration was met with resounding enthusiasm among Registered Investment Advisors (RIAs) eager to gain an unprecedented, holistic view of their clients’ complete estate......
TradingBlock Reveals Customizable Order-Routing Algorithms for Professional and Active Traders, Asset Managers
Fintech News Trading

TradingBlock Reveals Customizable Order-Routing Algorithms for Professional and Active Traders, Asset Managers

PR Newswire
by PR Newswire0
Traders can now create custom order-routing algorithms designed specifically for their unique strategies TradingBlock, a provider of custom trading technology solutions for institutions, individuals and Registered Investment Advisors (RIAs), announced that traders on their platform can now deploy customized order-routing algorithms to meet their specific needs. The capability is available......
TradingBlock Unveils Executing Broker-Neutral Platform for Professional Traders, Active Traders and Asset Managers
Investment Services News Technology Trading

TradingBlock Unveils Executing Broker-Neutral Platform for Professional Traders, Active Traders and Asset Managers

PR Newswire
by PR Newswire0
Traders can now design a custom execution environment while reducing the limitations of being tied to a single executing broker platform TradingBlock, a provider of custom trading technology solutions for institutions, individuals and Registered Investment Advisors (RIAs), unveiled it has added an executing broker-neutral platform for professional traders, active traders......
Smartria Unveils Innovative Cybersecurity Focus Solution, Pioneering Compliance Readiness
Investment Services News

Smartria Unveils Innovative Cybersecurity Focus Solution, Pioneering Compliance Readiness

Business Wire
by Business Wire0
Through a strategic partnership with CyberSecureRIA, Smartria enables advisors to add necessary cybersecurity capabilities to their comprehensive compliance solution. Smartria, a trailblazer in compliance management solutions for Registered Investment Advisors (RIAs), hybrid RIAs and RIA compliance consultants, is proud to announce the launch of its new solution, Cybersecurity Focus, which......
SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service and Competitive Rates, Building More Momentum for Their Money
Banking News

SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service

Business Wire
by Business Wire0
White-label app and dashboard empowers advisors to provide bespoke private banking services to high-net-worth clients, including checking and savings accounts with high-yield 3.51% APY and up to $125M FDIC insurance SkyView, a leading investment bank and specialty lender dedicated to supporting the M&A goals of independent registered investment advisors (RIAs),......
DPL Partners With Corebridge Financial to Bring Advisory Annuity Solutions to the RIA Community
InsurTech News

DPL Partners With Corebridge Financial to Bring Advisory Annuity Solutions to the RIA Community

Fintech News Desk
by Fintech News Desk0
DPL Financial Partners, the leading insurance platform for registered investment advisors (RIAs),  announced the addition of Corebridge Financial to its carrier lineup with two commission-free Corebridge annuity products geared to fee-only advisors. Corebridge, formerly AIG Life & Retirement, is one of the largest providers of retirement solutions and insurance products......
Industry Veterans Derek Bruton and John Wernz Join ActiFi's Board of Directors
Finance News

Industry Veterans Derek Bruton and John Wernz Join ActiFi’s Board of Directors

Fintech News Desk
by Fintech News Desk0
In the pursuit of continuing to partner with leading financial institutions to engage, empower, and elevate their financial advisors, ActiFi welcomes Derek Bruton and John Wernz to its board of directors. They will help guide the future development of the firm’s marketing and sales efforts. “There is so much untapped organic......
Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds Nasdaq Survey
Cryptocurrency News

Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds New Nasdaq Survey

Fintech News Desk
by Fintech News Desk0
Advisors most likely to consider using an index fund when deciding how to allocate to crypto over coming year According to a new Nasdaq survey of 500 financial advisors who are currently or considering allocating to crypto, 72% of advisors would be more likely to invest client assets in crypto if a......
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