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How Will Wealthify’s New Platform Revolutionize Savings and Investments?
August 2, 2024
How Will Wealthify’s New Platform Revolutionize Savings and Investments?

Wealthify has taken a game-changing step with the introduction of its new proprietary platform. Developed entirely in-house, this platform marks a significant advancement in the savings and investment sector, reflecting Wealthify’s ongoing commitment to enhancing customer experience and operational efficiency.

Unifimoney Secures $10M to Expand Digital Wealth Management Services
July 31, 2024
Unifimoney Secures $10M to Expand Digital Wealth Management Services

Unifimoney, a US-based digital wealth management platform, recently announced securing $10 million in seed funding, signaling robust confidence in the fintech’s trajectory amid a rapidly evolving financial landscape. This significant investment will enable Unifimoney to broaden its alternatives portfolio, which

How Can WealthBlock’s Platform Transform Asset Management Operations?
July 29, 2024
How Can WealthBlock’s Platform Transform Asset Management Operations?

The asset management industry is undergoing a significant transformation, driven by the need for enhanced efficiency, compliance, and data integration. WealthBlock’s recent updates to its all-in-one platform aim to address these needs by modernizing essential operations. This article explores how

How Will ESMA’s SFDR Changes Impact Sustainable Investing in the EU?
July 29, 2024
How Will ESMA’s SFDR Changes Impact Sustainable Investing in the EU?

The European Securities and Markets Authority (ESMA) has recommended an overhaul of the Sustainable Finance Disclosure Regulation (SFDR) within the European Union. These proposed changes aim to simplify the current regulatory framework, enhance the integrity of Environmental, Social, and Governance

How Will GeoWealth’s $18M Investment Impact FinTech for RIAs?
July 26, 2024
How Will GeoWealth’s $18M Investment Impact FinTech for RIAs?

The recent surge in investment activity around GeoWealth, a Chicago-based turnkey asset management platform (TAMP) and financial technology provider, underscores a significant trend in the financial technology sector. This notable $18 million growth investment, led by the global asset management

Can Open Banking Tools Revolutionize Financial Inclusion in the UK?
July 25, 2024
Can Open Banking Tools Revolutionize Financial Inclusion in the UK?

In recent years, the fintech revolution has catalyzed significant changes within the financial sector, offering innovative solutions to longstanding issues. Among the most promising advancements is the development of open banking tools designed to democratize financial services and support financial

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How Will Wealthify’s New Platform Revolutionize Savings and Investments?
August 2, 2024
How Will Wealthify’s New Platform Revolutionize Savings and Investments?

Wealthify has taken a game-changing step with the introduction of its new proprietary platform. Developed entirely in-house, this platform marks a significant advancement in the savings and investment sector, reflecting Wealthify’s ongoing commitment to enhancing customer experience and operational efficiency.

Unifimoney Secures $10M to Expand Digital Wealth Management Services
July 31, 2024
Unifimoney Secures $10M to Expand Digital Wealth Management Services

Unifimoney, a US-based digital wealth management platform, recently announced securing $10 million in seed funding, signaling robust confidence in the fintech’s trajectory amid a rapidly evolving financial landscape. This significant investment will enable Unifimoney to broaden its alternatives portfolio, which

How Can WealthBlock’s Platform Transform Asset Management Operations?
July 29, 2024
How Can WealthBlock’s Platform Transform Asset Management Operations?

The asset management industry is undergoing a significant transformation, driven by the need for enhanced efficiency, compliance, and data integration. WealthBlock’s recent updates to its all-in-one platform aim to address these needs by modernizing essential operations. This article explores how

How Will ESMA’s SFDR Changes Impact Sustainable Investing in the EU?
July 29, 2024
How Will ESMA’s SFDR Changes Impact Sustainable Investing in the EU?

The European Securities and Markets Authority (ESMA) has recommended an overhaul of the Sustainable Finance Disclosure Regulation (SFDR) within the European Union. These proposed changes aim to simplify the current regulatory framework, enhance the integrity of Environmental, Social, and Governance

How Will GeoWealth’s $18M Investment Impact FinTech for RIAs?
July 26, 2024
How Will GeoWealth’s $18M Investment Impact FinTech for RIAs?

The recent surge in investment activity around GeoWealth, a Chicago-based turnkey asset management platform (TAMP) and financial technology provider, underscores a significant trend in the financial technology sector. This notable $18 million growth investment, led by the global asset management

Can Open Banking Tools Revolutionize Financial Inclusion in the UK?
July 25, 2024
Can Open Banking Tools Revolutionize Financial Inclusion in the UK?

In recent years, the fintech revolution has catalyzed significant changes within the financial sector, offering innovative solutions to longstanding issues. Among the most promising advancements is the development of open banking tools designed to democratize financial services and support financial

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