The Wall Street giant is planning to launch a digital wallet later this year that could support all kinds of tokenized assets ...
TORONTO--(BUSINESS WIRE)--Addenda Capital, a leader in sustainable investment management has selected OneVest, a cutting-edge wealth management technology company as its wealth management software ...
Co-authors: Liam Reeve, PhD Candidate, The University of Hong Kong; Urs Bolt, WealthTech Expert This article will provide a ...
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Client management software for financial advisors
Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...
WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...
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The bank’s asset-management unit will use an in-house, AI-powered platform to cast shareholder votes. Wealthy families are launching offices to manage their money at a record clip and are increasingly ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For more than 30 years, Dan Fasciano, GW&K’s Director of ...
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