investment news - FinTecBuzz

Docupace Named Top Innovator in 2025 5-Star Tech Awards

October 15, 20254 min

Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, today announced its inclusion in InvestmentNews 5-Star Technology, a distinguished roundup highlighting the most innovative and powerful technologies serving the wealth management industry. Investment News’ 30+ strong Intelligence Unit compiled the final winners list after a rigorous process, canvassing the opinions of objective industry experts and collating leading-edge research. The prestigious list of honorees was then matched with 5-Star...

by BusinessWire

Investments

Savvy Expands to 50+ Financial Advisors Adding Five New Professionals

April 7, 20257 min

Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors

by BusinessWire

Compliance & Scoring

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...

by BusinessWire

Investments

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,...

by PRNewswire

Investments

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.