Advisor360° Earns “Summiteer” in Oasis Group’s WealthTech Report

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...

Intelliflo Redblack Named WealthTech Finalist by Investment News

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...

S64 to deliver alternative investment platform to AlTi Tiedemann Global

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...

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