Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors
intelliflo redblack delivers 110+ customer-driven product enhancements
December 17, 202425 min
intelliflo, the global cloud-based technology solution for financial advisors, today announced that it has delivered more than 110 enhancements in the past year to intelliflo redblack, the company’s award-winning rebalancing and trading solution. Approximately 75% of these enhancements stemmed directly from customer feedback, highlighting intelliflo’s commitment to shaping its technology in line with the needs of financial advisors. These enhancements have resulted in notable efficiency gains for advisors across the country, allowing them to spend...
Invest Inc. announced Reg A+ Offering: a new era in Fintech begins
August 10, 20233 min
The future of fintech has a new face, and its name is Invest Inc. With great enthusiasm, we are proud to announce our Reg A+ offering, a transformative step that underscores our commitment to democratizing premium financial market information and technologies. Regulation A+ allows us to offer our shares to the general public, paving the way for a wider range of investors to be part of our groundbreaking journey. This offering, available to both accredited and non-accredited investors,...
SoFi Introduces Stock Bits: Fractional Share Buying Made Easy
July 9, 201911 min
Investing is a financial requirement for achieving financial independence, and it is our focus to remove the barriers to getting started by providing features like Stock Bits for SoFi Invest.