All Posts By

Pam Beyea

Dubai’s Hoxton Wealth partners with SnapTrade

By | Uncategorized

Dubai-based international financial advisory Hoxton Wealth has announced several innovations to its Hoxton Wealth App, a platform designed to streamline financial management by enabling users to connect all their assets in one place, track their finances effortlessly, and gain valuable insights into their wealth flow.  The new features will further enable users to connect, plan and grow their wealth with ease.

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CapIntel Joins with FactSet to Increase Advisor Success

By | News

CapIntel, a leading proposal generation and client engagement platform, and FactSet, a global financial digital platform and enterprise solutions provider, have entered a strategic partnership to enhance the wealth management experience. Within the FactSet Workstation, advisors can now create and share CapIntel’s digital, compliant, and personalized proposals for a seamless workflow and user experience.

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