Tag : financial

OnPointe Software Launches AI Portfolio Analysis Tool, Powered by TacticalMind AI™ Market Consensus Data
Finance Investment Services News

OnPointe Software Launches AI Portfolio Analysis Tool, Powered by TacticalMind AI™ Market Consensus Data

EIN Presswire
by EIN Presswire0
Industry-first solution goes far beyond generic LLMs — delivering portfolio insights driven by TacticalMind AI’s proprietary market consensus modeling. OnPointe Software, a leading provider of investment risk analysis and retirement planning software for financial planning professionals, today announced the launch of its AI Portfolio Analysis tool — a groundbreaking new......
Liberty Financial Solutions Helps Businesses and Individuals Navigate Tax Pressure, Financial Complexity, and Growth
Finance News

Liberty Financial Solutions Helps Businesses and Individuals Navigate Tax Pressure, Financial Complexity, and Growth

EIN Presswire
by EIN Presswire0
Trusted tax, accounting, bookkeeping, payroll, and advisory services designed to help clients reduce risk, improve financial clarity, and plan for success As tax laws, IRS pressures, payroll demands, and financial reporting requirements continue to create challenges for businesses and individuals alike, Liberty Financial Solutions is helping clients take a more......
IDX Insights Launches AdvisorClaw, a Private AI Agent Operating Environment for Financial Advisors
Artificial Intelligence Finance News

IDX Insights Launches AdvisorClaw, a Private AI Agent Operating Environment for Financial Advisors

EIN Presswire
by EIN Presswire0
AdvisorClaw gives advisory firms an actual team of AI employees — each with its own computer, memory, and tools — built to do real work IDX Insights announces the launch of AdvisorClaw, a cutting-edge, AI-native deployment framework built specifically for financial advisors. AdvisorClaw provides advisors a highly customized team of AI agents,......
Money Skills Launches AI-Powered Quantitative Trading Environment, Focusing on Structured Market Analysis and Disciplined Decision-Making
Artificial Intelligence News Trading

Money Skills Launches AI-Powered Quantitative Trading Environment, Focusing on Structured Market Analysis and Disciplined Decision-Making

GlobeNewswire
by GlobeNewswire0
 Integrating AI with Quantitative Analysis: Empowering Users to Enhance Decision-Making Efficiency in Complex Market Environments Against the backdrop of a continuous surge in global financial market data and heightened market volatility, AI and quantitative technologies are progressively emerging as essential tools for boosting trading efficiency and analytical capabilities. Recently, MoneySkills officially launched its AI-driven quantitative trading......
Rampart Capital benefits from Toby Watson's decades of Investment Banking Experience
Banking Investment Services News

Rampart Capital benefits from Toby Watson’s decades of Investment Banking Experience

EIN Presswire
by EIN Presswire0
As a new partner of Rampart Capital, Toby Watson brings decades of investment banking experience to the company, thereby strengthening its strategic focus. Toby Watson, an experienced investment banker and former partner at Goldman Sachs, has been appointed as a partner at Rampart Capital. With over 25 years of industry......
Nearly Two-Thirds of Financial Institutions Plan to Increase RegTech Spend in 2026, New Report Finds
Finance News

Nearly Two-Thirds of Financial Institutions Plan to Increase RegTech Spend in 2026, New Report Finds

EIN Presswire
by EIN Presswire0
Parker & Lawrence Research and RegTech Analyst launch new ‘Global State of RegTech 2026’ report, providing an in-depth look at the trends shaping the sector Parker & Lawrence Research and RegTech Analyst have partnered up to launch a new report, titled, ‘The Global State of RegTech 2026’, providing an in-depth......
Global Financial Platform Currenxie Enters Europe to Accelerate SME International Expansion
Digital Payments Finance News

Global Financial Platform Currenxie Enters Europe to Accelerate SME International Expansion

EIN Presswire
by EIN Presswire0
Currenxie has officially entered the European market following the launch of its multi-country, multi-currency business account across the EEA. Currenxie, the global financial platform for borderless business, has officially entered the European market following the launch of its multi-country, multi-currency business account across the European Economic Area (EEA). Established SMEs......
Colorado Financial Advisors Strengthens Advisory Team as Andrew Burnside Earns Series 65
Finance Investment Services News

Colorado Financial Advisors Strengthens Advisory Team as Andrew Burnside Earns Series 65

EIN Presswire
by EIN Presswire0
Colorado Financial Advisors announces Andrew Burnside’s Series 65 qualification, expanding its tax-focused investment advisory expertise. Colorado Financial Advisors has announced that Andrew P. Burnside Jr. has successfully passed the Series 65 exam and is now a licensed Investment Advisor Representative, further expanding the firm’s advisory capabilities. The Series 65 license qualifies......
STACK Expands Cyber Insurance Services
Finance InsurTech News

STACK Expands Cyber Insurance Services

EIN Presswire
by EIN Presswire0
Cybersecurity, Compliance Firm Aims to Make More Businesses Insurable, Recoverable from Cyber Incidents STACK Cybersecurity, a Michigan-based cybersecurity and compliance firm, announced a strategic expansion of services focused on helping businesses become both insurable and recoverable in the face of cyber incidents. The announcement comes as cyber insurance continues to......
NAVEX Appoints Arpan Sheth as Chief Executive Officer
Compliance management Finance News

NAVEX Appoints Arpan Sheth as Chief Executive Officer

EIN Presswire
by EIN Presswire0
Seasoned Bain executive brings proven track record of growth, innovation, and enterprise transformation to GRC software leader; Jon Campo promoted to CFO NAVEX, a global leader in integrated risk and compliance management solutions, today announced the appointment of Arpan Sheth as Chief Executive Officer. Sheth joins NAVEX from Bain & Company, where he served as......
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