GReminders Launches AI “Do Anything” Assistant for Advisors
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts
Advisor360° has been recognized as a Summiteer in a new research report from The Oasis Group, a leading consultancy for the wealth management industry. The Summiteer designation is reserved for the highest-performing WealthTech platforms—those with comprehensive and flexible product offerings that meet the needs of a broad cross-section of wealth managers. The Peaks Research for Wealth Platforms evaluates how the industry’s top technology platforms empower wealth management firms to better serve clients, analyzing ideal customer personas, strengths, areas for improvement, and...
Empowering wealth management firms with the tools they need to streamline alternative asset management, reduce errors, uncover hidden insights, and make informed decisions faster - enabling them to thrive in an increasingly complex investment landscape.
Intelliflo Redblack has been named a finalist for the Wealth Tech Provider of the Year by Investment News for the second consecutive year. This annual awards program highlights outstanding professionals and firms in the wealth management industry. The WealthTech Provider of the Year category acknowledges companies with a proven track record of success in providing the financial planning and wealth management industry with exceptional services and tools to better serve their clients. After being named...
The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program
85% of Advisors Call Gen AI a ‘Help’ in Rapid Shift from Skepticism to Adoption
Financial advisors to benefit from the rapid ability to customize FTSE Russell indices on the Syntax Direct platform
Company Welcomes $640 Million New York-Based Woodring I LeRoy Capital Advisors as Inaugural Team
S64, the global alternatives fintech and solutions partner to the wealth management industry today announced that AlTi Tiedemann Global (“AlTi”), the leading independent global wealth manager, will utilise S64’s proprietary technology and product manufacturing in Europe and Asia. S64 will support AlTi to optimise operational efficiencies through platform management and digital distribution. AlTi is a leading independent global wealth manager providing entrepreneurs, multi-generational families, institutions, and emerging next-generation leaders with fiduciary capabilities as well as...
The new face of wealth management creates ai powered software to drive optimization; membership is increasing 20% MoM, Appoints Chris Davidson of House Call Pro as CTO