Technology & software solutions

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Prometeia and Fabrick partner to launch new digital wealth management solution harnessing AI and Open Finance

Prometeia and Fabrick partner to launch new digital wealth management solution harnessing AI and Open Finance

Italian fintech company, Fabrick, which operates internationally to promote Open Finance, and Prometeia, a consulting, software and research company have announced the launch of Global Investment Portfolio, a digital wealth management solution that harnesses the power of artificial intelligence and open banking. 

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Wealth Manager Sequoia Financial Group to employ ForwardLane's AI Insight Automation Platform

Wealth Manager Sequoia Financial Group to employ ForwardLane's AI Insight Automation Platform

Sequoia Financial Group, a registered investment advisor with more than USD7 billion in managed assets, following Sequoia's merger with Wealthstone Advisors, will employ technology from ForwardLane, an award-winning provider of personalized client insights for wealth and asset managers, to deliver more personalised, proactive advice to clients.