FinTech Archives - Page 47 of 270

Zoe Financial Incorporates Morningstar Indexes Into the Zoe Wealth Platform

April 17, 2025

RIAs and investors using the Zoe Wealth Platform will now have access to the Morningstar Indexes, which will first add Morningstar's Core US equity indexes with the potential to expand the offerings over time.

FinTech

How to leverage AI in wealth management: a guide for SMBs

April 17, 2025

This guide shows you how to leverage AI in wealth management practice.

FinTech

Bitcoin Suisse: New Deal with Wealth Manager

April 16, 2025

Bitcoin Suisse and SSI Wealth Management have established a reciprocal partnership.

FinTech

AMINA to Distribute EDG UK’s Institutional-grade Crypto Structured Products

April 16, 2025

The products provide exposure to BTC, ETH and SOL, allowing eligible clients to access institutional-grade and customized risk-return profiles aligned with their investment objectives.

FinTech

Silver Scott Announces Crypto Wealth Management Division and Strategic XRP Reserve Initiative

April 15, 2025

The service will initially focus on wealth managers, private banks, and qualified individual investors across North America, Europe, and select Asian markets.

FinTech

What’s holding wealth firms back from hybrid?

April 14, 2025

Cost concerns are stalling hybrid strategies in wealth firms.

FinTech

Accenture Invests in GoUpscale to Reinvent Digital Content and Engagement in Wealth Management

April 14, 2025

Accenture Invests in GoUpscale to Reinvent Digital Content and Engagement in Wealth Management

FinTech

Lucerne Fintech Breaks Cover With Profits and Big Plans

April 14, 2025

Operating income climbed to 13.2 million francs, while assets under management rose by more than 1 billion francs to a total of 3.2 billion francs.

FinTech

Advisor-friendly tech developments not limited to AI

April 11, 2025

But while AI has rapidly become an invaluable tool for advisors, a wide range of tech development, such as low-code development and all-in-one advisor desktops have largely flown under the radar.

FinTech

Northern Trust: 21% of private market investors allocate to crypto and digital assets

April 11, 2025

A noteworthy statistic that was unearthed is that cryptocurrencies and other digital assets are invested in by 21% of those that allocate to private markets.

FinTech

Broadridge Collaborates with Fnality to Enable Real-Time Settlement for Intraday Repo Transactions

April 11, 2025

Fnality's digital representation of funds held at central banks serves as a settlement rail for Broadridge's DLR platform bringing greater efficiency, liquidity and risk reduction to financial markets in both the U.S. and Europe

FinTech

OneVest Transforms Mobile Wealth Management for Advisors & Clients with a Customizable Mobile App for Today’s Modern Investor

April 10, 2025

Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management experience, driving engagement and innovation.

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