Advisor Platform News Today

/PRNewswire/ -- Prospera Financial Services, Inc. ("Prospera"), a boutique wealth management firm supporting a nationwide network of independent financial...

Aviva plc Q1 2022 Trading Update. We delivered healthy sales numbers across all our major business lines, with UK customer numbers up by over 100,000 in the last year to 15.4 m, increasing our confidence that we can transform Aviva's performance and grow. "UK& Ireland Life sales are up 2%, and net flows into our Wealth business remained strong at £2.7 billion,...

One platform delivers access to grants, finance and equity for SMEs.  mtc

Now Available On Demand The wealth management industry continues to transform at a rapid pace in response to customer needs, regulatory developments, digital expectations and technology advances. In order to remain competitive, firms and advisors need to embrace digital transformation in every aspect of their business. However, customer onboarding processes continue to present meaningful challenges for advisors due to high volumes of paperwork and manual processes and workflows that compr...

Los Angeles based Fintech InvestCloud Completes Recapitalization, Wealth Platform Now Valued at $1B California-headquartered Fintech firm According to a release, new financial investors are led by Motive Partners with Clearlake Capital Group, L.P. and also includes other InvestCloud client shareholders. Under the terms of the deal, Motive Partners will be contributing two portfolio businesses, Finantix and John Wise, InvestCloud’s Co-founder and CEO, stated: “The recapitalization achie...

(1) New financial investors, led by Motive Partners and Clearlake Capital, partner to create next-generation SaaS wealth solutions platform with InvestCloud LOS ANGELES, Feb. 2, 2021 /PRNewswire/ -- InvestCloud, an award winning global FinTech firm has completed a recapitalization that values the business at $1 billion. New financial investors are led by Motive Partners ("Motive") with Clearlake Capital Group, L.P. ("Clearlake") and include other InvestCloud client shareholders. Under the term...

HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager Tech News provided by Share this article Share this article ATLANTA, Jan. 21, 2021 /PRNewswire/ -- In the fintech arms race underway among asset managers, HiddenLevers, a leading tech platform in the space, announced new AM-centric workflows that turn the model construction process into an advisor-facing client experience. HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager T...