Tag: financial advisors

BNY has partnered with iCapital to enhance the alternative investment experience for wealth advisors, aiming to simplify how they manage and access alts alongside traditional holdings.

Savvy Wealth, a digital-first platform for financial advisors focused on modernising human-centred financial advice, has closed a significant funding round to expand its technology and services.

Many asset managers remain shackled by outdated systems, despite rising client expectations and stricter regulatory frameworks.

Wealth management firms are grappling with rising pressures to deliver fast, personalised, and insightful advice to clients. But while expectations grow, many advisors are weighed down by inefficiencies, particularly the mounting problem known as "toggle tax."

Wealthbox, a New York City-based CRM software platform for financial advisors, has secured a $200m strategic majority investment from Sixth Street Growth. According to FinSMEs,...

Morningstar’s integration of Direct Advisory Suite with ByAllAccounts is revolutionising the way financial advisors and home offices manage client relationships and data workflows. By consolidating vast streams of financial information, the two platforms are transforming operational efficiency while delivering a seamless experience for both advisors and clients.

Seeds, a US-based WealthTech company focused on modernising investment experiences for financial advisors, has raised $10m in a Series A funding round.

iCapital has announced the acquisition of Citi Global Alternatives, LLC, an indirect subsidiary of Citi and the adviser to Citi Wealth’s global alternative investment platform.

Altruist, a modern WealthTech company serving independent registered investment advisors (RIAs), has raised $152m in a Series F funding round.

In today’s rapidly evolving wealth management landscape, staying relevant is not just important for advisors—it’s essential. With intense competition and ever-changing client expectations, the ability to meet clients where they are and provide timely, personalised advice can set a firm apart. The key to achieving this lies in combining data-driven insights with scalable solutions that enhance the overall client experience.