Members now have access to a variety of investment and trading options via the credit union’s website and app.
SavvyMoney, a leading provider of financial wellness tools and personalized loan offerings, is proud to announce an exciting new integration with TruStage™, a financially strong insurance, investment and technology provider, to enhance and streamline loan application processes for financial institutions and their consumers. Implementing 48 FI pilot credit unions when the product launched in December 2024, this collaboration enables seamless access to loan protection products, educating borrowers about insurance options tailored to their specific loan types. This...
Clark joins to support InvestiFi in providing financial institutions with the best-in-class investment solutions to enable account holders to invest from checking.
Equity Data Science (EDS), a leading provider of investment process management software, today announced the addition of Perry Boyle, Jay Chandler, Phil Vilhauer, and Vikas Kalra as strategic advisors. Their expertise in investment banking, hedge fund management, risk management, and fintech innovation will further support EDS’s mission to help institutional investors optimize decision-making through advanced workflow and analytics solutions. “We’re thrilled to welcome Perry, Jay, Phil, and Vikas to our advisory team,” said Greg McCall,...
CAIS Launches Alternative Investments Models Marketplace
March 25, 20255 min
CAIS Models Marketplace enables wealth management firms to host and access multi-asset and multi-manager alternative investment models while giving advisors a more efficient way to integrate alternatives into client portfolios.
Copia Wealth Studios Unveils “Clarity”
March 21, 20255 min
Copia Wealth Studios today announced the launch of “Copia – Clarity,” an advanced wealth management platform designed specifically for sophisticated allocators managing diverse investment portfolios. The new solution addresses the growing complexity faced by successful entrepreneurs and family offices who manage multiple alternative investments across fragmented investor portals. “Today’s ultra-high-net-worth investors, particularly those who have recently exited businesses, face huge challenges making sense of their expanding investment portfolios,” said Michael Sikorsky, CEO of Copia Wealth...
Altoo Marks 2024 with Continuous Growth and Innovations
March 20, 20258 min
Significant revenue and user adoption fuelled by new partnerships and market expansion Over 125 platform enhancements, including automated dividend forecasting and a revamped mobile app Trebling in mobile user logins over 12 months, highlighting the interest and importance of wealth ‘on the go’ Strong client satisfaction showcased via client survey and new case studies in Altoo’s Resource Center Altoo AG, a Swiss fintech bridging technology and wealth management, achieved significant milestones in 2024, including a more than...
Kiavi Named “Best Real Estate Investment Platform” by FinTech Breakthrough
March 20, 20254 min
Tech-enabled lender recognized by prestigious awards program for its unique application of data, AI/ML models, and technology to revolutionize the financing experience for real estate investors nationwide
Advisor360° Moves Headquarters to Needham, Massachusetts
March 19, 20253 min
WealthTech Leader Relocates to State-of-the-Art Facility at 400 First Avenue
Exhibit A Announced its Launch
March 18, 20257 min
New platform brings firm’s signature visual storytelling, actionable insights to financial advisors