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Tagged: wealttech

Wealthtech: TIFIN Wealth to Support Growth of Financial Advisors by Offering Personalized Investment Platform

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TIFIN Wealth, the AI engine for organic growth, has announced a partnership with NAPFA. To support the smallest advisors to grow faster, TIFIN will “provide free access to the AI platform’s advanced investment assessment and proposal capabilities for NAPFA-affiliated advisors with less than $100M in… Read More

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Wealthtech Addepar Introduces New Tools, Data and Access to Insights as Financial Market Shifts Continue

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In February, Addepar gained additional insight into the latest market moves in their Investor Sentiment Index and Q4 2022 Secondary Market Pricing Scorecard. Addepar is debuting a new portfolio search bar in Analysis and Reporting and “offering Addepar users access to the Global Industry Classification… Read More

Read more in: Fintech  |  Tagged , , , , , , , ,

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