OneVest’s Post

Come catch us having a blast💥 at LPL Financial Focus 2024! Advisys Inc. and team are here in the tech space to answer questions or just to chat about our product solutions. Come on by 👋🏽 #LPLFocus #fintech #retirementplanning #Advisys

Alexander Le Quesne, Crestbridge's Group Head of Governance Services, recently spoke with Silvia Saccardi at The Drawdown about how fund administrators are able to leverage technology, data and economies of scale to offer both efficient and competitive depo services to fund managers. Alex highlighted the positive disruption technology has brought to the sector, showcasing Crestbridge's own use of tech to enable automation and efficient data storage, ensuring a robust process in a tightly regulated sector. If you're subscribed to The Drawdown, read the article here 👉 https://lnkd.in/eFyMvekE #FundAdministration #DepoServices #FinTech #FundManagement #AssetManagement

What drives success for deVere and our clients? In 2020, deVere won the International Investment Award for Excellence in Fintech. Building on that momentum, we’ve continued to pioneer the wealth management space by integrating cutting-edge technology across our services. Our dedication towards increasing technological innovation is driven by a commitment to serve our clients more effectively, efficiently, and holistically. Through this, we can empower our clients with better, more frequent engagement throughout their financial planning process. This allows them to stay informed and in control. We sat down with Luke Handley, our Senior Wealth Adviser based in Zurich, to discuss this. Watch the full clip below. #fintech #financialplanning #technologicalinnovation #tech #wealthmanagement #clientservice #innovationtech

We’re thrilled with the response after our first week of launching the Asset Finance Exchange nationwide! 💥 The platform has already seen strong engagement, with partners jumping on board to experience an easier, more efficient way to manage and connect referrals.
 A massive thanks to everyone who’s supported us so far. Here’s to more wins ahead as we continue building a future of trust, flexibility, and secure referrals!
 Want to learn more? Let’s chat! Jordan Mutton | Dan Adams #AssetFinanceExchange #ReferralPartner #AssetFinance

NEW YORK, NEW YORK, UNITED STATES, May 14, 2024 /EINPresswire.com/ -- Annuity.com, Inc., a newly formed fintech and financial media company set to revolutionize the distribution of annuities, today announced it has closed on a $15.7 million seed funding round and acquired the domain Annuity.com. The company will relaunch Annuity.com as an education-focused consumer marketplace for annuities in the summer of 2024. Read the entire article by clicking this link. https://lnkd.in/edHmmWvp #Annuity #Fintech #FinancialMedia #RevolutionizeAnnuities #SeedFunding #AnnuityDotCom #ConsumerMarketplace #EducationFocused #Summer2024 #FinancialNews #InvestmentOpportunity

In the fast-paced, competitive world of financial services, Asset Managers are increasingly recognising that having access to robust, flexible technology is essential to their success.    That’s why FINBOURNE has developed a suite of powerful solutions that allow Asset Managers to optimise, grow and protect their business. Watch now to discover more.   #FINBOURNE #assetmanagers #data

NEW YORK, NEW YORK, UNITED STATES, May 14, 2024 /EINPresswire.com/ -- Annuity.com, Inc., a newly formed fintech and financial media company set to revolutionize the distribution of annuities, today announced it has closed on a $15.7 million seed funding round and acquired the domain Annuity.com. The company will relaunch Annuity.com as an education-focused consumer marketplace for annuities in the summer of 2024. Read the entire article by clicking this link. https://lnkd.in/g85VGfGi #Annuity #Fintech #FinancialMedia #RevolutionizeAnnuities #SeedFunding #AnnuityDotCom #ConsumerMarketplace #EducationFocused #Summer2024 #FinancialNews #InvestmentOpportunity

NEW YORK, NEW YORK, UNITED STATES, May 14, 2024 /EINPresswire.com/ -- Annuity.com, Inc., a newly formed fintech and financial media company set to revolutionize the distribution of annuities, today announced it has closed on a $15.7 million seed funding round and acquired the domain Annuity.com. The company will relaunch Annuity.com as an education-focused consumer marketplace for annuities in the summer of 2024. Read the entire article by clicking this link. https://lnkd.in/gGwCUskw #Annuity #Fintech #FinancialMedia #RevolutionizeAnnuities #SeedFunding #AnnuityDotCom #ConsumerMarketplace #EducationFocused #Summer2024 #FinancialNews #InvestmentOpportunity

NEW YORK, NEW YORK, UNITED STATES, May 14, 2024 /EINPresswire.com/ -- Annuity.com, Inc., a newly formed fintech and financial media company set to revolutionize the distribution of annuities, today announced it has closed on a $15.7 million seed funding round and acquired the domain Annuity.com. The company will relaunch Annuity.com as an education-focused consumer marketplace for annuities in the summer of 2024. Read the entire article by clicking this link. https://lnkd.in/gCgf32wU #Annuity #Fintech #FinancialMedia #RevolutionizeAnnuities #SeedFunding #AnnuityDotCom #ConsumerMarketplace #EducationFocused #Summer2024 #FinancialNews #InvestmentOpportunity

NEW YORK, NEW YORK, UNITED STATES, May 14, 2024 /EINPresswire.com/ -- Annuity.com, Inc., a newly formed fintech and financial media company set to revolutionize the distribution of annuities, today announced it has closed on a $15.7 million seed funding round and acquired the domain Annuity.com. The company will relaunch Annuity.com as an education-focused consumer marketplace for annuities in the summer of 2024. Read the entire article by clicking this link. https://lnkd.in/gVJ2848z #Annuity #Fintech #FinancialMedia #RevolutionizeAnnuities #SeedFunding #AnnuityDotCom #ConsumerMarketplace #EducationFocused #Summer2024 #FinancialNews #InvestmentOpportunity