Hampshire Trust Bank (HTB) is the latest deposit taker to join Flagstone’s platform, in a partnership that will open up a number of new savings products to Flagstone clients.
CAIS, the leading financial technology platform connecting financial advisors with alternative investments, today announced a new strategic partnership with National Holdings Corporation (NASDAQ: NHLD).
Flagstone, a smart cash deposit platform that offers a ‘many banks, multiple accounts service’ has partnered with Principality, meaning Flagstone customers can now open 800-plus accounts with 43 individual banks and building societies.
Evidence-based investment firm Sparrows Capital, has launched its platform-based model portfolio service for financial advisers and their networks.
The digital world, and ironically how it allows greater personalisation, preoccupies Mark Trousdale, Chief Growth Officer at the international wealth-tech platform InvestCloud.
Envestnet is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet's platforms an enhanced set of tools and services to help build and grow their businesses.
YieldStreet, a digital wealth management platform, has formed a strategic partnership with Citi to access investment opportunities across private credit markets, including Real Estate, Aviation, Shipping, Telecommunications, as well as other structured credit products.
Round, a digital investment consultant providing non-accredited investors with easy access to institutional fund managers, launched an investment platform for individuals seeking to build long-term wealth.
Banking and wealth management group MyState Limited’s wealth management business, TPT Wealth, has launched a new platform providing managed fund investors with national digital services.
Regal Assets launches partnership platform for financial professionals to facilitate alternative asset allocation in client portfolios
Regal Assets, a specialist in helping investors and retirees invest in precious metals, cryptocurrencies, and other alternative assets, is launching RA Wealth Partners, its official partnership platform for financial advisors, retirement planners, wealth managers and other financial professionals who help advise and/or manage client portfolios.