Tag : wealth management

Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors
Artificial Intelligence Fintech News

Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors

Business Wire
by Business Wire0
Renowned podcaster, author, CNBC contributor and wealth management leader backs FINNY as it scales artificial intelligence (AI)-powered prospecting, advances mission to bridge the gap between wealth and the professionals serving it FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, announced that “Downtown” Josh......
Practifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management
Artificial Intelligence Fintech News

Practifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management

Business Wire
by Business Wire0
Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management firms, announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to enhance client relationships, streamline operations and drive new levels......
Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity
Artificial Intelligence News Security

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity

Business Wire
by Business Wire0
Collaboration empowers Osaic’s financial professionals with Zocks’ Client Intelligence Platform for streamlining workflows, and enhancing client engagement, while ensuring the highest standards of privacy and security Zocks, a privacy-first AI platform for financial advisors, announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth management solutions.......
Advisor360° Introduces Tandem: A CRM+ for Independent Financial Advisors
Fintech News Technology

Advisor360° Introduces Tandem: A CRM+ for Independent Financial Advisors

Business Wire
by Business Wire0
New, Standalone Product Brings Enterprise-Grade CRM Technology and More to RIAs Advisor360°, a leading provider of integrated technology for wealth management firms, is launching its first customer relationship management (CRM) solution for independent registered investment advisors (RIAs). Called Tandem, the new multi-custodial product is an enhanced CRM featuring a state-of-the-art reporting......
Apex Fintech Solutions and OneVest Announce Strategic Collaboration to Transform Wealth Management Technology Landscape
Fintech Investment Services News

Apex Fintech Solutions and OneVest Announce Strategic Collaboration to Transform Wealth Management Technology Landscape

Business Wire
by Business Wire0
Gives investment firms less disruptive ways to upgrade platform feature Apex Fintech Solutions, an innovation launchpad for the global investment ecosystem, and OneVest, a leader in wealth management technology, have entered into a strategic collaboration aimed at offering modern technology that can help growth-minded companies build unique digital investor experiences......
WealthFeed Announces Strategic Partnership with NewEdge Advisors
Fintech News

WealthFeed Announces Strategic Partnership with NewEdge Advisors

PR Newswire
by PR Newswire0
WealthFeed, an AI-powered Money-in-Motion platform for financial advisors, is excited to announce a strategic partnership with NewEdge Advisors, a growth-oriented financial advisory services and wealth management firm. The collaboration provides advisors with advanced prospecting and client engagement tools, enabling them to identify new prospects and drive organic growth. This partnership......
Psympl Launches Motivation Decoder to Improve Client Acquisition and Retention in Consumer Financial Services
Finance Fintech News

Psympl Launches Motivation Decoder to Improve Client Acquisition and Retention in Consumer Financial Services

PR Newswire
by PR Newswire0
Psympl, the leader in the application of Psychographic AI, is excited to announce the launch of the Motivation Decoder. This revolutionary tool is designed to transform client engagement in the consumer financial services, wealth management, and consumer insurance industries by predicting consumers’ psychographic profiles with an impressive 90% accuracy using......
LPL Financial Launches Comprehensive Alternative Investment Platform
Fintech Investment Services News

LPL Financial Launches Comprehensive Alternative Investment Platform

GlobeNewswire
by GlobeNewswire0
Bespoke solution offers a centralized hub to meet the evolving needs of investors LPL Financial LLC, a leader in the wealth management industry, announces the launch of LPL Alts Connect, a full-service platform designed to streamline the way financial advisors and their clients access and manage alternative investments. LPL Alts......
CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms
Fintech Investment Services News

CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms

Business Wire
by Business Wire0
CAIS to provide turnkey alternative investment operating system to enable a unified experience of public and private investments on third-party platforms CAIS, the leading alternative investment platform for independent financial advisors, announced the launch of an enterprise solution designed to integrate alternative investments within Turnkey Asset Management Platforms (TAMPs) and......
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......
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