FNZ launches Advisor AI to redefine advisor productivity and scale personalized advice
FNZ launches Advisor AI, a next-generation artificial intelligence solution that enables advisors to work more efficiently, engage clients…
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wealth management platform
Abra Partners With Leonie Hill Capital To Increase Access To Crypto Lending And High Yield Markets
Abra allows Asian institutions and consumers to leverage crypto as a liquid, mainstream asset class, providing secure custody, crypto lending, buying,…
NYDIG Cuts Total Cost of Bitcoin Access to 0.30%
The total expense ratio for bitcoin access through NYDIG's flagship fund franchise will be reduced to 0.30%, the lowest in the industry, and lower…
Aviso Wealth Selects Broadridge to Power Its Wealth Management Platform
Broadridge Financial Solutions, Inc., a global Fintech leader, announced that Canadian financial services company Aviso Wealth Inc. is being powered…
d1g1t And Conquest Planning Announce Strategic Partnership To Integrate Key Offerings
Companies Team to Provide Top Analytics and Risk Tools with Leading Financial Planning Solutions to Financial Service Firms, Creating a Best of Breed…
Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients
smartTrade Technologies announced today that 225 year-old Swiss Bank Lombard Odier & Co Ltd has integrated LiquidityFX, smartTrade’s in-house…
DriveWealth Brings US Stock Investing Capability to India-Based AI Wealth Management Firm
INDmoney Integrates DriveWealth's Technology into SuperMoneyApp
DriveWealth, LLC, a U.S. based leader in global digital trading technology,…
Andrew Altfest, Wealth Management Industry Leader, Launches New AI-Driven Advisor Technology, FP…
AI-Powered Comprehensive Wealth Management Platform Is Designed to Streamline the Planning Process, Offer Elite Services to Full Client-Base and Close…
