NEW YORK, June 26, 2025 /PRNewswire/ -- Pontera, the fintech company enabling financial advisors to securely manage workplace retirement plan assets for participants, and BridgeFT, a cloud-native, API ...
LONDON--(BUSINESS WIRE)--BITA Risk, a leading provider of wealth management solutions to the financial services marketplace, today announced a strategic partnership with First Rate to provide enhanced ...
Empaxis’ technology will help Communify solve for fragmented and inaccessible data, a barrier many wealth managers face when ...
MINNEAPOLIS, Aug. 16, 2018 /PRNewswire/ -- This year, Vector Wealth Management is celebrating 20 years of Sojourn, their custom designed wealth management application and client experience. Vector ...
Wealth Management is undoubtedly in a period of constant change, motivated in part by changing investor preferences, regulatory developments, and evolving technologies. As Wealth Managers formulate ...
This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Finantix says its Java-based OneWealth system enables ...
The biggest of businesses and wealthiest of individuals seek the services of trained advisors to manage their money. However, financial advisors, despite their ...
The latest innovation by The Family Office brings goal-based investment planning to mobile devices, simplifying access to ...
Results that may be inaccessible to you are currently showing.
Hide inaccessible results
Feedback