Tag : wealth management

TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
Investment Services News

TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets

PR Newswire
by PR Newswire0
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets TIFIN, the AI platform for wealth, and leading global private markets investment manager Hamilton Lane announced the launch of a new AI-powered investment assistant that will combine Hamilton Lane’s......
FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions
Investment Services News

FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions

PR Newswire
by PR Newswire0
Turnkey technology and infrastructure to bring alternative investment opportunities to banks and wealth advisors FundFront, a leading provider of alternative investment technology and solutions, has announced the launch of its white label alternative investment platform tailored for the wealth management industry. This turnkey wealth tech solution enables advisors to seamlessly offer alternative......
Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative
Finance Fintech News

Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative

Business Wire
by Business Wire0
Catchlight’s data and AI-driven insights help advisors drive success throughout their entire lead funnel Catchlight has been chosen by Bluespring Wealth Partners LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, to infuse every stage of their advisors’ lead funnel with data insights to accelerate organic growth. Soon, the first wave of Bluespring partner......
Nitrogen and FMG Announce Integrated, One-Click Multi-Channel Marketing Solution
Fintech News

Nitrogen and FMG Announce Integrated, One-Click Multi-Channel Marketing Solution

Business Wire
by Business Wire0
Streamlined solution helps financial advisors leverage Nitrogen’s lead-generation tools within FMG’s platform for accelerated growth Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, has entered into a strategic alliance with FMG, a leading SaaS company specializing in marketing software and services for financial advisors. This......
LPL Financial Welcomes Blue Sky Wealth Management
Finance Fintech News

LPL Financial Welcomes Blue Sky Wealth Management

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury,......
Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program
Finance Fintech News

Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program

Business Wire
by Business Wire0
Program will reimagine the way advisory firms generate new business, strengthening pipeline and increasing speed of new leads Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, announced Blueprint for Growth, designed to stimulate consistent and sustainable growth among its partner firms. This new program helps......
BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences
Investment Services News

BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences

PR Newswire
by PR Newswire0
The partnership is the first as BridgeFT rolls out its WealthTech API Marketplace, including partners from across the WealthTech value chain BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors (RIAs) to deliver better, data-driven outcomes for their clients, and Yayati,......
ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Finance News

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support

Business Wire
by Business Wire0
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth
Finance News

Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth

PR Newswire
by PR Newswire0
Former ONESCO Firm with $340 Million in Client Assets Affiliates with Savage and Associates, One of Advisor Group’s Largest Groups Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the affiliation of Encore Financial Group (Encore) of Cheboygan, MI, through Savage and Associates (Savage), one of Advisor Group’s largest......
Broadridge Secures Patent for Machine Learning Tech Enhancing Securities Based Lending
Machine Learning News

Broadridge Secures Patent for Machine Learning Tech Enhancing Securities Based Lending

PR Newswire
by PR Newswire0
Patent covers Broadridge systems that help advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition The machine learning technology that powers global Fintech leader Broadridge Financial Solutions‘ ability to provide financial advisors with engagement predicting scores and other valuable insights on securities based lending (SBL) borrowers has been granted a patent......
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