Tag : Wealth Management Platform

Kestra Financial Appoints Kelly Apple as Next Head of Wealth Management
Finance Investments News

Kestra Financial Appoints Kelly Apple as Next Head of Wealth Management

Business Wire
by Business Wire0
Experienced financial services executive selected following a strategic search for a leader to advance Kestra’s evolving wealth management strategy Kestra Financial, an industry-leading wealth management platform, announced the appointment of Kelly Apple as Head of Wealth Management. The appointment follows a strategic search to identify the leader who will guide......
Kestra Financial Expands Advanced Planning Capabilities with New Leadership Hire and Strategic Technology Partnership
Finance Fintech News

Kestra Financial Expands Advanced Planning Capabilities with New Leadership Hire and Strategic Technology Partnership

Business Wire
by Business Wire0
Kestra Financial appoints new Head of Advanced Planning and announces partnership with RightCapital to provide turnkey access to financial planning software Kestra Financial, an industry-leading wealth management platform, announced significant investments in its advanced planning offering to help advisors deliver more comprehensive, personalized financial strategies to their clients. This includes the......
Equita Financial Network Launches Comprehensive Succession Planning Solution in Partnership with Ellevate Advisors and FP Transitions
Finance News

Equita Financial Network Launches Comprehensive Succession Planning Solution in Partnership with Ellevate Advisors and FP Transitions

PR Newswire
by PR Newswire0
Equita Financial Network (EquitaFN), the only wealth management platform for women owned, fee-only independent financial advisors, announced the launch of its new succession planning solution, EquitaFN Succession Advantage, designed to help member firms secure their futures, preserve business value, and ensure clients are cared for during leadership transitions. Developed in collaboration......
AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform
Artificial Intelligence Finance Fintech News Robotic Process Automation

AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform

Business Wire
by Business Wire0
AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances advisory firm workflow processes AdvisorEngine Inc. announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools.......
BitPay Adds ApeCoin (APE) and Euro Coin (EUROC), Further Expanding Coin Integrations
Banking News

FNZ Acquires Swiss Private Banking Technology Company New Access to Open Up Wealth Together

Fintech News Desk
by Fintech News Desk0
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg. New Access’ award-winning private banking digital solutions and talent will further enhance FNZ’s transformational full service, end-to-end wealth management platform. FNZ, the global wealth management......
FNZ To Acquire Appway to Accelerate Financial Institutions' Digital Transformation And Open-Up Wealth Together
Digital Fintech News

FNZ To Acquire Appway to Accelerate Financial Institutions’ Digital Transformation And Open-Up Wealth Together

Fintech News Desk
by Fintech News Desk0
 The acquisition will accelerate the deployment of personalised propositions at scale across the financial services industry, enabling up to 90% faster client onboarding. – Appway’s award-winning low-code no-code workflow automation solution will extend FNZ’s position as the industry’s leading global wealth management platform and continues their investment in next-generation technology. – FNZ......
Zoe Financial Announces Partnership With Betterment for Advisors
Finance News

Zoe Financial Announces Partnership With Betterment for Advisors

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a new partnership with Betterment for Advisors, a leading digital wealth management platform Zoe Financial announced today a new partnership with Betterment for Advisors, a leading digital-first wealth management platform for RIAs. The partnership will grant advisors......
Soon Partners with Central Payments, Visa, Galileo to Underpin Automated Wealth Engine
Banking Fintech News

Soon Partners with Central Payments, Visa, Galileo to Underpin Automated Wealth Engine

Fintech News Desk
by Fintech News Desk0
Soon, a consumer wealth management platform, announced major partnerships to accelerate the release of its automated wealth engine via the Soon Visa Debit Card. Banking and debit card partnerships are essential to Soon’s product, and they are also the most complex and crucial components of a debit card program. This......
Abra Launches Token-Based Rewards Program for Customers Powered by Crypto Perx
Banking Cryptocurrency Currency Exchange News

Abra Launches Token-Based Rewards Program for Customers Powered by Crypto Perx (CPRX)

Fintech News Desk
by Fintech News Desk0
New Token Offers Abra Customers Ability to Earn Rewards Crypto Banking Alliance to Issue New Utility Tokens to Abra to Reward Customers for their Loyalty and Maximize Yield Abra, a leading wealth management platform for cryptocurrency investors, announced the Abra Perx Rewards Program that will offer Abra users unique access......
d1g1t Announces Strategic Partnership With Raymond James Correspondent Services
Investments News Risk Management

d1g1t Announces Strategic Partnership With Raymond James Correspondent Services

Fintech News Desk
by Fintech News Desk0
Business unit of one of the world’s leading independent wealth management companies has begun to integrate d1g1t’s technology into its platform Agreement solidifies Toronto-based FinTech firm’s growth trajectory, building upon $16 million (CAD) fundraising round earlier this year   d1g1t Inc., the first provider of an enterprise wealth management platform powered by......
1