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ALLSPRING GLOBAL INVESTMENTS LAUNCHES CUSTOM SMA PORTAL FOR ADVISORS

Retrieved on:

Wednesday, October 4, 2023

RIA, Spinal muscular atrophies, Organic, SMA, Tamaulipas, Investment, Financial adviser, Financial services, Allspring Global Investments

CHARLOTTE, N.C., Oct. 4, 2023 /PRNewswire/ -- Allspring Global Investments™, a leading independent global asset management firm with $547 billion* in assets under advisement and a top 10 separately managed account (SMA) provider**, today announced the launch of its custom SMA portal for financial advisors.

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CHARLOTTE, N.C., Oct. 4, 2023 /PRNewswire/ -- Allspring Global Investments™, a leading independent global asset management firm with $547 billion* in assets under advisement and a top 10 separately managed account (SMA) provider**, today announced the launch of its custom SMA portal for financial advisors.
The portal is an extension of Remi, Allspring's multi-asset, state-of-the-art custom SMA and direct indexing platform that enables financial advisors to customize portfolios to meet clients' needs.
Within the portal, advisors input client preferences—including objectives—and then receive a tailor-made investment proposal based on their clients' financial goals, risk profile, and tax considerations.
"Custom SMAs and direct indexing are some of the fastest-growing products right now, and Remi offers financial advisors and their clients a fully customizable platform with holistic tax management and a simplified transition process," said Manju Boraiah, head of Systematic Edge Fixed Income and Custom SMA Investments at Allspring.

GeoWealth Wins First “Wealthie”: Recognized as Leading TAMP at the WealthManagement.com 2023 Industry Awards

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Tuesday, September 26, 2023

Professional Services, Technology, Finance, Software, Fintech, Asset Management, TAMP, The Wealthy Barber, RIA, Creativity, Organization, Audio and Radio Industry Awards, Tamaulipas, Financial adviser

GeoWealth , a proprietary technology and turnkey asset management platform (TAMP), announced today that it has won a WealthManagement.com 2023 Industry Award (“Wealthie”) in the TAMPs category.

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GeoWealth , a proprietary technology and turnkey asset management platform (TAMP), announced today that it has won a WealthManagement.com 2023 Industry Award (“Wealthie”) in the TAMPs category.
During this period, GeoWealth also orchestrated several strategic initiatives designed to benefit the registered investment advisor (RIA) community.
“We’re humbled and honored to receive this prestigious award from WealthManagement.com,” said Colin Falls , President & CEO of GeoWealth.
You can read about the Wealthies Awards categories and criteria here: https://informaconnect.com/wealth-management-industry-awards/
You can see the list of all winning firms here: https://informaconnect.com/wealth-management-industry-awards/2023-finali...

Advyzon Investment Management (AIM) Adds Fidelity, Alpha Vee Solutions, KKM Financial, and Zacks

Retrieved on:

Wednesday, August 16, 2023

CHICAGO, Aug. 16, 2023 /PRNewswire/ -- Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, recently added multiple new asset managers to their platform, including Fidelity Investments, Alpha Vee Solutions, KKM Financial, and Zacks Investment Management.

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CHICAGO, Aug. 16, 2023 /PRNewswire/ -- Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, recently added multiple new asset managers to their platform, including Fidelity Investments , Alpha Vee Solutions , KKM Financial , and Zacks Investment Management .
Fidelity, Alpha Vee, KKM, Zacks, Davis Selected Advisors, PMV Capital, Next Century Growth Investors, and Unified Investment Management join existing managers Advyzon Investment Management, Taylor Frigon Capital Management, WCM Investment Management, AllianceBernstein, WealthTrust Asset Management, Trademark Capital Management, Passage Global Capital Management, Principal Asset Management, Evestia Financial, Integrated Capital Management, Berkshire Asset Management, and Palisades Investment Partners, with more managers and strategies coming in the near future.
"Zacks Investment Management is very excited to be a part of Advyzon's new model marketplace," said Greg Murphy, Managing Director of National Sales at Zacks.
"Alpha Vee Solutions is excited to join Advyzon's model marketplace," said Leigh Eichel, CEO of Alpha Vee.

Virtu Financial and InvestorLink Announce Strategic Alliance to Provide Global Retail Access to Primary Markets

Retrieved on:

Thursday, August 10, 2023

Initial public offering, Virtu Financial, Tamaulipas, IPO, Partnership, Virtu, Security (finance)

NEW YORK, Aug. 10, 2023 (GLOBE NEWSWIRE) -- Virtu Financial, Inc. (NASDAQ: VIRT), a leading global provider of financial services, market making and technology solutions, and InvestorLink, a primary market workflow technology provider, are thrilled to announce a strategic alliance aimed at enhancing retail investor connectivity to the primary markets.

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NEW YORK, Aug. 10, 2023 (GLOBE NEWSWIRE) -- Virtu Financial, Inc. (NASDAQ: VIRT), a leading global provider of financial services, market making and technology solutions, and InvestorLink, a primary market workflow technology provider, are thrilled to announce a strategic alliance aimed at enhancing retail investor connectivity to the primary markets.
This strategic alliance brings together Virtu Financial's unparalleled capabilities in market making, order routing, data modeling and servicing retail and institutional clients with InvestorLink's innovative technology solutions designed to address the growing demand from retail investors for greater access to the primary and IPO markets.
InvestorLink will integrate its state-of-the-art primary market order management and AI-powered matching platform with Virtu’s global infrastructure to offer underwriters seamless access to Virtu’s network of retail broker-dealers.
Matt Michel, Founder and Managing Partner of InvestorLink, added, "Our collaboration with Virtu Financial signifies a major milestone in our mission to enable retail connectivity to the primary markets across asset classes.

Future Proof Unveils Cutting-Edge Lineup of Fintech Demo Drop Finalists

Retrieved on:

Wednesday, July 19, 2023

Future Proof Festival , the largest wealth festival in the world and the most anticipated event in finance, today announced an elite group of finalists for the second annual Future Proof Fintech Demo Drop .

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Future Proof Festival , the largest wealth festival in the world and the most anticipated event in finance, today announced an elite group of finalists for the second annual Future Proof Fintech Demo Drop .
The Fintech Demo Drop is scheduled to be held live during the Future Proof Festival in Huntington Beach, CA, from September 10-13, 2023.
Future Proof’s Fintech Demo Drop presenters were hand-picked by an independent committee of industry experts, with each applicant assessed on creativity, outside-the-box thinking and the ability to create a real impact for the industry as a whole.
“We couldn't be more excited to highlight these seven innovative fintech companies at this year's Future Proof Festival,” said Matt Middleton , CEO of Advisor Circle .

FusionIQ Recognized as Finalist in Two Categories of ThinkAdvisor's LUMINARIES Class of 2023

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Thursday, July 6, 2023

TAMP, Tamaulipas, Financial adviser, RIAS

WOBURN, Mass., July 6, 2023 /PRNewswire/ -- FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions – today announced it was selected as a finalist in two categories of the ThinkAdvisor's LUMINARIES Class of 2023. The LUMINARIES program highlights leading firms and individuals who are making a tremendous difference in their clients' lives – pushing the industry and clients' best interests forward, while having the biggest impact.

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FusionIQ Honored for Wealthtech Innovation, CEO Mark Healy Named Finalist in Individual Category
WOBURN, Mass., July 6, 2023 /PRNewswire/ -- FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions – today announced it was selected as a finalist in two categories of the ThinkAdvisor's LUMINARIES Class of 2023.
"We're honored to receive this outstanding recognition from the ThinkAdvisor editorial team," said FusionIQ Chief Executive Officer Mark Healy.
As a ThinkAdvisor LUMINARIES Finalist, FusionIQ will be profiled in the coming months via a multi-layered content plan on ThinkAdvisor.com, and within the pages of Investment Advisor magazine.
Individuals and companies will be highlighted and winners will be declared at a ThinkAdvisor-hosted gala ceremony in November, in New York City.

Sanctuary Wealth Announces Launch of Enhanced Haven Workstation Platform Designed to Elevate the Advisor Experience, Drive Efficiencies and Accelerate Growth

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Tuesday, June 27, 2023

Freedom, Face, Workflow, Research, Tamaulipas, Advisory Council, Digital technology, AUM, Space Generation Advisory Council, Knowledge, Ecosystem, Benchmarking, Sanctuary, Financial adviser, Cryptocurrency, Haven

INDIANAPOLIS, June 27, 2023 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, announced the launch of an enhanced version of its Haven platform, the firm's proprietary, fully integrated advisor workstation that will elevate the advisor experience by driving efficiencies, improving client service and ultimately accelerating advisor growth.

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INDIANAPOLIS, June 27, 2023 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, announced the launch of an enhanced version of its Haven platform, the firm's proprietary, fully integrated advisor workstation that will elevate the advisor experience by driving efficiencies, improving client service and ultimately accelerating advisor growth.
The platform has been completely revamped to reflect advisor feedback, add functionality and take advantage of the latest digital technology.
Haven was designed as a comprehensive platform to empower advisors by fostering community and connections, while providing resources, analytics and training, all in one centralized location.
"Originally conceived to streamline our advisors' workflow and enable them to provide more efficient and effective service to their clients, our enhanced Haven platform does much more.

BridgeFT and Yayati Form Partnership to Deliver Modern WealthTech Infrastructure and More Personalized Investment Experiences Through Integrated APIs

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Wednesday, June 21, 2023

Partnership, Nextgen, Marketplace, RIA, API, Fintech, Tamaulipas, RIAS, Fine chemical, Security (finance), Cryptocurrency, Yayati

CHICAGO and IRVINE, Calif., June 21, 2023 /PRNewswire/ -- BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors (RIAs) to deliver better, data-driven outcomes for their clients, and Yayati, a quantitative investment technology company offering wealth personalization infrastructure for enterprises – RIA platforms, Broker-Dealers, Asset Managers, and fintechs – to build scalable advisor workflows and client investment experiences, announced today that the two firms are forming a strategic partnership to provide Yayati's applications to BridgeFT clients through an integrated API marketplace.

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The partnership is the first as BridgeFT rolls out its WealthTech API Marketplace, including partners from across the WealthTech value chain.
Under terms of the partnership, BridgeFT will power Yayati's applications through its industry-first, cloud-native WealthTech-as-a-Service offering, WealthTech API.
"Yayati fills an important gap in the wealthtech landscape by offering a range of tax-smart investing options," said Joe Stensland, Chief Executive Officer of BridgeFT.
"Together, BridgeFT and Yayati are simplifying and streamlining wealthtech infrastructure, making it easier for clients to build NextGen Digital Wealth experiences, enabling the data and mission-critical applications which drive competitive differentiation for their firms.

FusionIQ Recognized as Finalist in Two Categories of the Wealth Management 2023 'Wealthies' Industry Awards

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Wednesday, June 7, 2023

Turnkey asset management program, TAMP, The Wealthy Barber, Organization, Tamaulipas, Name, Audio and Radio Industry Awards, Map, RIAS, Financial adviser

The Digital Model Marketplace makes it easy for advisors and clients to create personalized portfolio solutions at scale.

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The Digital Model Marketplace makes it easy for advisors and clients to create personalized portfolio solutions at scale.
Being a Wealthies finalist validates our easy to implement approach to digital and speaks to the value we're bringing our clients.
We also extend our congratulations to the other finalists and look forward to celebrating with them at the awards ceremony in September."
"The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry," said David Armstrong, director of editorial strategy and operations.

ASHTON THOMAS PRIVATE WEALTH EXPANDS WITH GOLDMAN SACHS ADVISOR SOLUTIONS AS A CUSTODY PROVIDER TO HELP SERVE WEALTH MANAGERS

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Thursday, May 11, 2023

Insurance, Culture, RIA, Goldman Sachs, Tamaulipas, ROS, AUM, Ecosystem, RIAS, GSAS, Financial adviser, Amplification

SCOTTSDALE, Ariz., May 11, 2023 /PRNewswire/ -- Ashton Thomas Private Wealth ("Ashton Thomas") seeks to attract high-profile, sophisticated advisory teams with Goldman Sachs Advisor Solutions ("GSAS") as a custody provider.

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SCOTTSDALE, Ariz., May 11, 2023 /PRNewswire/ -- Ashton Thomas Private Wealth ("Ashton Thomas") seeks to attract high-profile, sophisticated advisory teams with Goldman Sachs Advisor Solutions ("GSAS") as a custody provider.
"Goldman Sachs has shaped much of the wealth management space for well over a century," states Ashton Thomas founder and CEO, Aaron Brodt.
The Ashton Thomas team has played an active role in the evolution of our business," states Jeremy Eisenstein, Co-Head of Custody Sales and Relationship Management at Goldman Sachs Advisor Solutions.
Ashton Thomas launched its GSAS experience for advisors using the enterprise wealth management platform of spinoff fintech provider, Amplify Technology.