Tag : wealth management

Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish
Fintech Investment Services News

Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish

Business Wire
by Business Wire0
Morgan Stanley Wealth Management announced the results of its quarterly retail investor pulse survey: Bearishness rose. The majority (51%) of investors are now bearish—up 9 percentage points from last quarter. Inflation tops tariffs as chief worry. Over two out of five (41%) investors say inflation is their top portfolio concern, followed......
Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
Analytics Artificial Intelligence Fintech News

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Business Wire
by Business Wire0
New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data......
SmartsAI Contracts Launches AI Wealth 3.0, Ushering in a New Era of Personalized Wealth Management
Artificial Intelligence Fintech News

SmartsAI Contracts Launches AI Wealth 3.0, Ushering in a New Era of Personalized Wealth Management

GlobeNewswire
by GlobeNewswire0
The globally recognized artificial intelligence financial platform SmartsAI Contracts (also known as Smarts AI Contracts) has announced the official launch of its latest generation intelligent asset management system—AI Wealth 3.0. This system, developed over two years, is based on multidimensional user data and evolving trends in the financial market, marking......
Advisor360° Launches Parrot AI: A More Secure, Compliant Generative AI Assistant for Financial Advisors
Artificial Intelligence Fintech News Technology

Advisor360° Launches Parrot AI: A More Secure, Compliant Generative AI Assistant for Financial Advisors

Business Wire
by Business Wire0
Advisor360°, a leading provider of integrated technology for wealth management firms, has launched Parrot AI™, a standalone generative AI-powered meeting assistant designed to transform how financial advisors manage client interactions and daily workflows. “We’ve refined Parrot to be an AI-powered assistant that transforms advisor-client interactions into actionable insights so advisors can......
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......
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