Docupace announces Tracker BI product for delivery and comprehensive digital management of Form CRS and disclosures for Wealth Management Firms Docupace, the leader in cloud-based fintech digital operations software for…
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Addepar Assurance offers pricing credit to RIAs amid market volatility Addepar, a leading technology platform for wealth management, announced Addepar Assurance, a program designed to make it easier for new…
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Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology SS&C Technologies Holdings, announced that Xplore Wealth chose SS&C’s Global Wealth Platform (GWP) to help the firm…
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The Board of Directors of Envestnet, Inc. announced the following leadership appointments, effective immediately: William Crager as Chief Executive Officer of Envestnet, Inc. Stuart DePina as President of Envestnet, Inc….
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Fintech industry leader, Bookkeeper360 is helping small businesses stay afloat during the COVID-19 outbreak. If the coronavirus is impacting your business, you can receive free advice from their CPAs and business advisors….
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Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has retooled its business model to help advisors survive and thrive amidst the current pandemic. “Advisors…
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The rapid advancement of smart technologies, such as artificial intelligence (AI), big data analytics, cloud computing, and blockchain, compounded with the changing demographics in the existing and potential customer base…
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Wealth Management Company Turns to DriveWealth for Technology, Brokerage Execution Services DriveWealth, a U.S. based leader in global digital trading technology, announced a new partnership with Wealthface LLC, an innovative…
Read MoreBottomline Technologies, Numerated, Bank of America and Citibank are winners in Barlow Research’s 2020 Monarch Innovation Awards. The winners were chosen based on their innovative products and features. Read More: Executives…
Read MoreEnters Next Phase of Strategic Growth with a Focus on Enterprise Partnerships Magnifi, an investment search platform using natural language and data science to simplify the vetting and selection process…
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