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Advisor Software to Demo New Customized Apps at FinovateSpring 2016
Firm Selected to Present New Suite of Wealth Management Apps, which Advisors can Harness to Create Their Own “Robo” Solutions, at Fintech Innovation Summit in San Jose, Calif.
Advisor Software’s new apps integrate directly with the Salesforce Financial Services Cloud ecosystem, and are designed to enhance the ability of financial advisors to serve and engage their clients. The apps encompass client lead generation and onboarding, portfolio management, rebalancing and model management, as well as a digital wealth management client portal—or “robo-advisor.”
“Advisors do not need to fear ‘robo-advisors.’ Our apps work together to help advisors customize the digital technology at the heart of robo-advisory platforms, and incorporate these tools into their own practices so they can grow and deepen engagement with clients,” said Kevin Kraus, Vice President of Product Management at Advisor Software. “We look forward to showing Finovate attendees how our apps can empower advisors to effectively compete and grow in today’s changing wealth management landscape.”
Advisor Software also plans to introduce an integrated goal-based financial and investment planning app, along with an asset allocation and portfolio construction app designed to further enable advisors to provide more sophisticated advice, and engage with clients in a more holistic way.
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Second Day of Money20/20 Middle East Unveils Next-Gen Solutions at the Region’s Largest Ever Fintech Gathering
Day two of Money20/20 Middle East in Riyadh brought together global leaders in fintech, banking, and financial services to discuss the future of money and finance in the region.
United Gulf Financial Services Joins The Hashgraph Association and Exponential Science Foundation Adding $1M to Hedera Africa Hackathon Pool Prize
United Gulf Financial Services (UGFS North Africa), a leading venture capital firm offering innovative companies and startups with financial support and mentoring services, has announced a partnership with The Hashgraph Association, a Swiss non-profit organization driving global adoption of Hedera-powered solutions by funding innovation, training, certification, and venture building programs, and Exponential Science Foundation, a not-for-profit foundation accelerating responsible tech adoption, via research, education, and innovation activities, for Hedera Africa Hackathon 2025, the biggest hackathon in Africa aimed at enabling the next generation of Web developers and empower economic inclusion in Africa with a digital future for all.
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Alipay+ to Launch in Saudi Arabia, Facilitating Cross-Border Mobile Payments for Local Merchants
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Saudi Central Bank Launches Google Pay Service Through Mada Network
The Saudi Central Bank (SAMA) announced the launch of Google Pay through the Kingdom’s national payment network, Mada
WorkFusion Raises $45 Million in Funding to Fuel Growth for Agentic AI for Financial Crime Compliance
WorkFusion, a pioneer in AI agents for financial crime compliance (FCC), today announced it raised $45 million in funding.
AI-Powered E-commerce, Stablecoins and Local APMs: Emerging Trends Headline EBANX’s Payments Summit in Mexico
How could AI agents search, compare and pay for things? What makes stablecoins a game-changer for cross-border digital commerce? Why are local Alternative Payment Methods (APMs) crucial for any business wanting to enter and scale in emerging markets?
Second Day of Money20/20 Middle East Unveils Next-Gen Solutions at the Region’s Largest Ever Fintech Gathering
Day two of Money20/20 Middle East in Riyadh brought together global leaders in fintech, banking, and financial services to discuss the future of money and finance in the region.
United Gulf Financial Services Joins The Hashgraph Association and Exponential Science Foundation Adding $1M to Hedera Africa Hackathon Pool Prize
United Gulf Financial Services (UGFS North Africa), a leading venture capital firm offering innovative companies and startups with financial support and mentoring services, has announced a partnership with The Hashgraph Association, a Swiss non-profit organization driving global adoption of Hedera-powered solutions by funding innovation, training, certification, and venture building programs, and Exponential Science Foundation, a not-for-profit foundation accelerating responsible tech adoption, via research, education, and innovation activities, for Hedera Africa Hackathon 2025, the biggest hackathon in Africa aimed at enabling the next generation of Web developers and empower economic inclusion in Africa with a digital future for all.
Payhawk Transforms Spending Experience for Businesses With Four Enterprise-Ready AI Agents
Payhawk announced set of AI agents that complete everyday finance work as part of its product launch
Alipay+ to Launch in Saudi Arabia, Facilitating Cross-Border Mobile Payments for Local Merchants
Ant International will launch cross-border QR code payments between the Saudi Arabia’s (KSA) national payment scheme, mada, Alipay+, during 2026 to drive digitisation and inclusive growth for local merchants.
Saudi Central Bank Launches Google Pay Service Through Mada Network
The Saudi Central Bank (SAMA) announced the launch of Google Pay through the Kingdom’s national payment network, Mada