Tag : RIAs

Charles Schwab and Anthropic to Bring Claude to Independent Registered Investment Advisors
Finance Investments News

Charles Schwab and Anthropic to Bring Claude to Independent Registered Investment Advisors

Business Wire
by Business Wire0
Key Takeaways: Schwab Advisor Services™ is the first RIA custodian included in Anthropic’s new Claude for Financial Advisors The new offer brings together connectors and skills to help advisors with research, prep and analysis and is compatible with the tools they already use RIAs will access Schwab Advisor Center® from......
creditpath.io-Expands-Advisor-First-Credit-Platform-with-New-Lending-Solutions-and-Capital-Access
Fintech Lending News

creditpath.io Expands Advisor First Credit Platform with New Lending Solutions and Capital Access

GlobeNewswire
by GlobeNewswire0
creditpath.io Advances Its Product Mix as an Advisor-First Credit Platform Built to Preserve Planning Strategies, Portfolio Integrity, and Protect AUM. creditpath.io continues to advance its advisor-first credit platform designed to support financial advisors navigating complex liquidity needs while preserving investment strategies, portfolio integrity, and long-term advisory relationships. Rather than operating as......
GeoWealth Secures $38 Million in Series C Funding Led by Apollo
Fintech Funding Investments News

GeoWealth Secures $38 Million in Series C Funding Led by Apollo

Business Wire
by Business Wire0
GeoWealth and Apollo form strategic partnership to transform how private market funds are integrated into model portfolios for the RIA community GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), announced that it has raised a $38 million Series C funding round led by Apollo . In tandem, GeoWealth......
Advisor CRM Launches Free Native AI Meeting Assistant for RIAs
Artificial Intelligence Finance Fintech News

Advisor CRM Launches Free Native AI Meeting Assistant for RIAs

Cision PRWeb
by Cision PRWeb0
The all-in-one CRM solution for growth-mode RIAs launched in November and is already trusted by thousands of advisors Advisor CRM, an all-in-one CRM platform designed exclusively for registered investment advisors (RIAs), unveiled a fully integrated AI meeting assistant, included free with every account. Advisor CRM is the first fintech to......
Addepar Introduces Cutting-Edge Solutions for Managing Alternatives
Fintech Investment Services News

Addepar Introduces Cutting-Edge Solutions for Managing Alternatives

PR Newswire
by PR Newswire0
New Platform Capabilities Improve Efficiency, Accuracy, and Insights for Portfolios with Alternative Investments Addepar, a leading global technology and data platform for investment professionals, announced the launch of Alts Data Management, Private Fund Benchmarks, and cash flow forecasts in Navigator. These capabilities are purpose built to enhance data-driven decision-making and......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Fintech Investment Services News

Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes

Fintech News Desk
by Fintech News Desk0
Envestnet, is rolling out a series of technology enhancements, including innovative features in the Envestnet | Tamarac platform that enable independent registered investment advisers (RIAs) to efficiently manage and track annual capital gains taxes in clients’ taxable accounts. Read More: Aumni Extends Series A to Include Orrick, Donnelley Financial Solutions and......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Artificial Intelligence Fintech News

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership

Fintech News Desk
by Fintech News Desk0
Advisors can harness ForwardLane’s AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM ForwardLane, the award-winning wealthtech provider of personalized client insights for wealth and asset managers, has entered into a strategic partnership with Bridge Financial Technology to provide access to artificial intelligence for......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Completes Growth Recapitalization With LLR Partners

Fintech News Desk
by Fintech News Desk0
Capital to support continued growth of investment analytics and communications platform for financial advisors and wealth managers YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team. The transaction will support YCharts’ continued organic......
Fintech Investment Services News

COVID-19 Can’t Dim Advisors’ Outlook for a Brighter Tomorrow, TD Ameritrade Institutional Survey Finds

Fintech News Desk
by Fintech News Desk0
In spite of the COVID-19 pandemic, independent registered investment advisors (RIAs) are hopeful for the better days that lie ahead. According to findings from a new survey conducted for TD Ameritrade Institutional[1], advisors remain bullish on the future of the economy, the market and their businesses, and in the near-term, they’re......
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