Tag : Risk Tolerance

Artificial Intelligence Featured Finance Fintech Investments

Beyond Robo-Advisors: Is AI Finally Ready to Be Your Financial Advisor?

Fintech Staff Writer
by Fintech Staff Writer0
You may think that a personal financial advisor, one who can grasp all the nuances of your finances, is beyond your means. Such personalized advice was once the preserve of the ultra-wealthy. The first wave of technology attempted to solve this with robo-advisors, which was a good start. But what......
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......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management
Investment Services News

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management

Business Wire
by Business Wire0
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational......
1