The Best Innovation for the Advisor Desktop award recognizes solutions and innovations from financial institutions or technology vendors that enhance advisor productivity through integrated ...
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 ...
Today TD Bank Group ("TD" or "the Bank") announced its new Wealth Virtual Assistant, a GenAI Knowledge Management System ...
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 ...
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 ...
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 ...
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