Fintech

Displaying 4794 results
OneVest unveils "game changer" wealth platform
FINTECH OCT 21, 2024
OneVest unveils "game changer" wealth platform

The wealth tech provider is looking to provide scale and personalization for financial institutions through a new no-code solution.

By Leo Almazora
intelliflo redblack platform rides the wave of RIA M&A activity
RIA NEWS OCT 18, 2024
intelliflo redblack platform rides the wave of RIA M&A activity

"RIAs want a preferred tech stack," says firm's president of Americas Jennifer Valdez.

By Josh Welsh
CAIS announces new division to support advisors' alternative investment efforts
ALTERNATIVES OCT 18, 2024
CAIS announces new division to support advisors' alternative investment efforts

The firm will offer customizable model portfolios, advisory services, and a portfolio construction tool as part of its latest alts offensive.

By Leo Almazora
Sound Income Strategies makes SMA debut on Orion
FINTECH OCT 17, 2024
Sound Income Strategies makes SMA debut on Orion

The $3 billion RIA is making three of its income-focused strategies available to the fintech's TAMP users.

By Leo Almazora
Daffy unveils private stock donation platform for employees' charitable giving
FINTECH OCT 17, 2024
Daffy unveils private stock donation platform for employees' charitable giving

Groundbreaking workplace initiative looks to unlock billions of dollars' worth of philanthropic impact by easing process of donating in kind with company shares.

By Leo Almazora
Apex inks deal to snap up Fintron
FINTECH OCT 16, 2024
Apex inks deal to snap up Fintron

The Texas-based wealth tech provider is taking another step towards providing a fully integrated, digital-first investing platform for its clients.

By Leo Almazora
AlphaTrAI rebrands to Praxis Solutions in strategic refresh
FINTECH OCT 15, 2024
AlphaTrAI rebrands to Praxis Solutions in strategic refresh

The AI-focused fintech firm's new name, which comes after a two-year process of transformation, reflects its updated all-inclusive framework.

By Leo Almazora
iCapital launches multi-investment workflow advisor tool
ALTERNATIVES OCT 11, 2024
iCapital launches multi-investment workflow advisor tool

The alts-focused global fintech's latest enhancement aims to further streamline the investment process for financial professionals.

By Leo Almazora
Wealth tech trailblazer Docupace rolls out revamped platform
FINTECH OCT 11, 2024
Wealth tech trailblazer Docupace rolls out revamped platform

The firm says its redesign, covering a host of UI and UX features, is its "most audacious transformation in two decades."

By Leo Almazora
Ex-UBS chief Ralph Hamers tapped to advise wealth startup Arta Finance
FINTECH OCT 11, 2024
Ex-UBS chief Ralph Hamers tapped to advise wealth startup Arta Finance

The digital wealth platform founded by ex-Google executives welcomes the former wealth bigwig as it debuts on the global stage.

By Leo Almazora
$26B RIA EP Wealth strikes private market alliance with Opto Investments
RIA NEWS OCT 10, 2024
$26B RIA EP Wealth strikes private market alliance with Opto Investments

The tech-driven alts platform will provide support to advisors seeking customized portfolio access for their high-net-worth clients.

By Leo Almazora
Envestnet boosts efforts at HNW and UHNW advisor support
FINTECH OCT 10, 2024
Envestnet boosts efforts at HNW and UHNW advisor support

The wealth tech behemoth is expanding its distribution and product suite to address the increasingly important space.

By Leo Almazora
TradePMR puts advisor growth in focus with client onboarding updates
FINTECH OCT 09, 2024
TradePMR puts advisor growth in focus with client onboarding updates

Fintech platform unveils CRM integration, multi-signature capabilities, and other enhancements to help reduce friction points.

By Leo Almazora
Facet looks further to the future with $35M funding
FINTECH OCT 09, 2024
Facet looks further to the future with $35M funding

The tech-powered financial planning firm is using its latest financing to advance key initiatives and keep supporting its disruptive model.

By Leo Almazora
Communify Fincentric launches inaugural wealth solutions offering
FINTECH OCT 09, 2024
Communify Fincentric launches inaugural wealth solutions offering

The new fintech provider led by former InvestCloud leaders is offering a new AI-driven communication suite and a personalized digital referrals tool.

By Leo Almazora
Tifin AG forges strategic alliance with GenWealth
FINTECH OCT 08, 2024
Tifin AG forges strategic alliance with GenWealth

The AI-enabled fintech platform is adding the hybrid RIA to its network of organic growth-focused wealth firms.

By Leo Almazora
Snowden Lane embraces move toward all-in-one platforms
FINTECH OCT 07, 2024
Snowden Lane embraces move toward all-in-one platforms

Dig deeper into latest technology trends with our expert speakers at the upcoming RIA Activate event.

By Chris Davis
Orion deepens Capital Group alliance with ETF portfolio tie-up
FINTECH OCT 04, 2024
Orion deepens Capital Group alliance with ETF portfolio tie-up

The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.

By Leo Almazora
Franklin expands Envestnet partnership into custom indexing solutions
FINTECH OCT 02, 2024
Franklin expands Envestnet partnership into custom indexing solutions

The asset management giant is helping advisors to the mass affluent fine-tune their investments with SMA capabilities.

By Leo Almazora
Rossby adds Seeds to its wealth tech ecosystem
RIA NEWS OCT 02, 2024
Rossby adds Seeds to its wealth tech ecosystem

The young and fast-growing RIA's latest partnership aims to help affiliated advisors tackle the portfolio personalization challenge.

By Leo Almazora