Fintech
Fintech
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The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.
November 12 -
Both already use the fintech company’s technology to market their products to advisors.
November 9 -
Sentieo is a financial research platform that allows analysts to do financial research, annotate documents and collaborate with colleagues all within the same software.
November 7 -
An ideologically driven political climate complicates the evolution of global interoperable mobile-driven commerce.
November 7 -
A multi-year reorganization of the firm has lowered head count by more than a quarter but boosted productivity by nearly a half.
November 2 -
Powerful new software and tools can help attract today’s job seekers and retain key talent.
October 30 -
SigFig is partnering with Citizens Bank to launch an advice platform in its effort to become a direct competitor to legacy core systems providers.
October 30 -
There’s a fix, but many firm owners are reluctant to make the investment.
October 29 -
The speed at which clients can onboard has helped digital firms fuel an explosion of new discretionary accounts — often with less staff.
October 29 -
“This is a chance to redesign core systems, some of which go back to PaineWebber,” says Tom Naratil, president of UBS Wealth Management Americas.
October 25 -
The trading app's move to create its own clearing system signals broader goals.
October 24 -
Jim Cracchiolo aims to boost the number of clients receiving comprehensive plans through a series of tech upgrades for advisors next year.
October 24 -
Startup entrepreneur sees an opportunity to simplify savings plans and financial giving for children, and hook their parents into wealth management in the process.
October 24 -
Capping a flurry of new feature announcements, the Silicon Valley-based robo advisor unveiled a no-cost advice offering.
October 23 -
In addition, the advisor technology company released three new features and updated its interface.
October 19 -
Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."
October 19 -
The launch adds to the trend of banks attempting to tap into their base of retail checking account customers as a way to create instant scale in low-cost wealth management.
October 18 -
What's to stop financial planning from being shrunk entirely into a free app?
October 18 -
How this startup is convincing its customers to sign up not only for investing accounts, but also retirement savings and banking.
October 11 -
Standout firms and individuals were awarded by NICSA their efforts in transforming industry operations.
October 11



















