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Halo Investing Expands Suite of Investment Capabilities with Launch of Advanced Wealth Solutions

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Designed for the modern advisor, the offering empowers financial professionals to scale their practice and deepen client relationships with institutional-caliber investment capabilities Advisors are facing mounting pressure to deliver investment strategies that are not only differentiated but deeply personalized. Today, Halo Investing (Halo) announces the launch of Advanced Wealth Solutions — a......

YELO Software Launches End-to-End Services, Debuts YELOsphere Connect — an AI-Driven Platform for Verified Private Markets Intelligence

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YELO Software, a software and data company with global reach, today launched its full-service offerings alongside YELOsphere Connect the first module of its proprietary, AI-driven private markets intelligence platform designed to help teams identify and connect with key players across private equity and portfolio companies. Founded in early 2025, YELO......

Pontera, Snowden Lane Partners Announce Integration Partnership to Leverage 401(k) Management Technology

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Snowden Lane Partners’ financial advisors can now manage clients’ held-away accounts in a unified system Pontera, the fintech company empowering retirement savers to receive financial advice from their trusted financial advisors, and Snowden Lane Partners (“Snowden Lane“), an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a......

Ramp Introduces AI Agents to Automate Finance Operations

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Ramp, the leading financial operations platform, announced its first AI agents, agents for controllers, to automatically enforce company expense policies, eliminate unauthorized spending, and prevent fraud. This is the first in a series of powerful and specialized agents Ramp is releasing this year to further reduce manual tasks faced by finance teams.......

Rev.io Rolls Out Next-Gen Platform with Early Bird Pricing and Powerful New Features

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With quoting, payments, and AI dashboards now live, Rev.io sets the stage for its September launch. Rev.io, the leading provider of integrated billing, payments, and PSA solutions for service providers, is proud to announce the next phase in the rollout of its all-new platform—now with Early Bird Pricing available for......

Ledgible Expands Compliance and Policy Expert Team; Appoints Tomer Siegal as Vice President of Product

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Ledgible, the leading platform for digital asset tax and accounting solutions, today announced the appointment of Tomer Siegal as Vice President of Product. Siegal brings 15 years of experience at the intersection of tax technology, regulation, and product innovation, having previously served in leadership roles at Thomson Reuters and EY. As the......

Liberate and Zywave Announce Voice AI Comparative Quoting Integration

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Liberate, the leading conversational voice AI platform designed to transform the insurance industry, has announced a strategic partnership with Zywave to enable Voice AI comparative quoting. Zywave’s TurboRater customers will soon be able to leverage Liberate best-in-class Voice AI to provide personal insurance quotes in all 50 states, 24/7, in English,......

Black Kite Releases 2025 State of Financial Services: Hidden Dangers in the Vendor Ecosystem, Uncovering Critical Weaknesses that Pose Considerable Risks to Financial Institutions

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Report reveals an alarming 92% of third-party vendors received a C, D, or F score in information disclosure, indicating systematic issues in managing sensitive information Black Kite, the leader in cyber third-party risk intelligence, today announced its newest report, 2025 State of Financial Services: Hidden Dangers in the Vendor Ecosystem, which explores the......

OysterLink Finds Salary Talks Hold Back Hospitality Job Seekers

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Seekapa, a forward-thinking online broker, has introduced a new suite of advanced trading tools aimed at enhancing analytical capabilities and improving risk management for traders of all levels. As financial markets grow more dynamic, traders need more than just access. They need insight, clarity, and security since market volatility has......

Bloomberg And Clearwater Analytics Partner to Optimize Investment Management Workflows

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Bloomberg and Clearwater Analytics today announced a strategic collaboration to deliver a front-to-back investment solution for asset owners and asset managers using an open and modular approach. This collaboration brings together best-in-class solutions to introduce a comprehensive investment management offering. The new offering will provide users with an enhanced operating model......
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