DALLAS, May 19, 2023 (GLOBE NEWSWIRE) — FinTech automation (“FTA”) today announced that Tactive Advisors has licensed FTA’s UniFi core banking and WealthTech applications that will be used as the technology infrastructure for the Tactive WealthTech platform. The partnership enables Tactive to further develop its technology strategy for a unified wealth management platform that includes insurance, banking and alternative solutions offering a holistic financial services platform to its financial advisor partners and their clients. FinTech Automation Infrastructure-as-a-Service will be the foundation of the Tactive platform to help their advisors truly compete in a financial market increasingly dominated by larger financial institutions.
David Joon Park, founder and CEO of FinTech Automation said: “Independent financial advisors have always done a good job of providing high-touch services to their clients, but have not been able to provide a combined banking and wealth management solution while maintaining their ability to remain independent. With the Tactive platform, it will create a formidable end-to-end financial services platform that their advisors can leverage to provide truly objective financial solutions to address client needs.”
Joe Gissy, founder and CEO of Tactive, added: “The Tactive platform was specifically designed to support advisors through a comprehensive technology stack that enables them to scale their business, and by incorporating FinTech Automation’s Infrastructure-as-a -Service, we will continue to disrupt the current financial advisory space and lead in the new developments in WealthTech.”
About FinTech Automation
FinTech Automation is a Dallas-based Fintech as-a-Service and Infrastructure as-a-Service platform enabling digital transformation for financial institutions. The platform consists of FTA’s proprietary UniFi Banking, Trust and Wealth Management core, UniFi 13 microservices-based applications, AccelerationCloud middleware application, ModernRail’s payment network for card issuance, payments, deposits and payment gateway, and FamilyWealth our suite of WealthTech applications. The FinTech Automation Platform is uniquely built for banks, FinTechs and financial institutions offering bank sponsorship, Banking as-a-Service (BaaS), AdviserTech and embedded finance.
www.FinTechAutomation.com
About Tactive
Founded in 2021, Strategy Marketplace, dba Tactive, is an SEC-registered investment advisor (RIA) with an award-winning WealthTech platform. Its mission is to level the financial playing field by providing advisors with an integrated comprehensive financial services platform to serve clients’ individual and business needs. Tactive was named the winner of the WealthManagement.com Industry Awards for Outstanding Achievement in Digital Advisors in the “Robo” category. They were also named in the 2023 WealthTech Top 100 and nominated in 2022 for Top TAMP Platform from the Wealth Management Industry Awards.
www.tactivewealth.com
If you would like additional information, please contact John Alvarez at (214) 624-1022 or [email protected].
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