Tag : Wealth Platform

Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure
Finance Fintech News

Zoe Financial Selects BridgeFT’s WealthTech API to Power Its Data Connectivity and Infrastructure

PR Newswire
by PR Newswire0424
Zoe will use BridgeFT’s WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced that Zoe Financial, a wealth......
FusionIQ Announces Enhanced Connectivity to Allow Advisors, Firms and Investors to Better Manage Emerging Forms of Risk
Investment Services News

FusionIQ Announces Enhanced Connectivity to Allow Advisors, Firms and Investors to Better Manage Emerging Forms of Risk

PR Newswire
by PR Newswire0244
Firm Now Provides Users a Seamless View into Six of the Nation’s Largest Custodians, Up from Two at the Beginning of the Year FusionIQ – the first-of-its-kind digital investing platform empowering financial advisors to deliver a personalized, end-to-end investment experience to their clients at scale – announced that it has......
Business News

VirgoCX Wealth To Launch Anticipated OTC Direct Upgrade

Fintech News Desk
by Fintech News Desk0288
Canada’s leading regulated cryptocurrency exchange VirgoCX is set to launch the anticipated OTC Direct overhaul to its over-the-counter (OTC) trading platform, VirgoCX Wealth. As part of their ongoing commitment to providing the best tools and user experience for their clients, the launch intends to provide the resources investors require to......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality

Fintech News Desk
by Fintech News Desk0393
Companies collaborate to offer advisors greater flexibility and customization to meet clients’ investment objectives and risk profile Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced that Raymond James Asset Management Services, a division of Raymond James Financial, Inc., will utilize Tegra118’s technology......
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