Tag: financial advisers

Marloo, the artificial intelligence platform built exclusively for financial advisers, has introduced Ask Marloo, a new capability now available to all of the firm's...

Compliance teams have traditionally treated content approval as the point where marketing and communications risk is addressed. An advert, email or social media post...

WealthAi, the AI operating system for wealth management, has expanded its platform with the launch of WealthAi for Advisors, a new offering aimed at...

FE fundinfo, a financial data company connecting the investment industry across the UK, Europe and Asia Pacific through its Nexus platform, has launched a...

Marloo, the AI platform built specifically for financial advisers, has struck an agreement with Morningstar, a leading provider of independent investment insights, to bring...

Marloo, the AI partner for financial advisers, helps firms move beyond traditional CRM and administrative work by automating advice operations, compliance, documentation and client...

FE fundinfo, a technology provider whose Nexus for Financial Advisers platform connects cashflow planning, investment research and client management for advice firms, has introduced...

True Potential, a leading UK wealth management firm, has connected to Origo's Integration Hub, a widely used industry network linking more than 65 organisations...

intelliflo, a cloud-based technology platform for financial advisers, has launched intelliflo IQ, a new AI-driven suite embedded within intelliflo office designed to reduce administrative...

Timeline, the UK’s low-cost, fastest-growing, evidence-based discretionary model portfolio service (MPS) with £13bn AUM, has formed a new partnership with Mabel Insights to expand...