Masonglory Limited (the “Company” or “Masonglory”), a Hong Kong based subcontractor providing wet trades and related ancillary se...
Finatical Software, a provider of real-time Excel-based financial reporting for QuickBooks Online (QBO), announced a major new release of Flash Reports f...
Envestnet, the leading Adaptive WealthTech company, announces that the first series of interval funds is now available within its Unified Managed Account...
United Life Insurance Company (United Life), a leading provider of fixed indexed annuities, announced the launch of its newly enhanced website, unitedlif...
Skematic, a compliance management platform purpose-built for financial services, announced a strategic partnership with Salus GRC, a governance, risk, and ...
Vouch, the business insurance broker trusted by over 6,000 ambitious companies, announced it is expanding its specialized brokerage capabilities into Fin...
FutureVault, a leading provider of enterprise Digital Vaults and Intelligent Document Processing (IDP) platform for financial services, announced the lau...
Wealthbox, the highest-rated CRM software for financial advisors, announces the launch of early access to new Wealthbox AI features, including Agents, Pl...
Wildfire Systems Inc., an innovative financial technology platform that powers loyalty and reward programs and shopping companions, announced a major upd...
Wealth Access, the Connected Intelligence Platform that enables financial institutions to See As One, announced that Hancock Whitney has signed a firmwide ...
AssetView, a privacy-first financial technology company, announced the launch of its personal investment dashboard for individual investors.&nb...
Justt, the leader in AI-based chargeback management, announced a partnership with Ron Feldman, CFE, a longtime franchise executive and advisor, to help f...
Nitrogen, the connected suite of advisor products designed to showcase the value of advice in every client meeting, and Betterment Advisor Solution...
iBusiness is proud to announce its partnership with Benetrends Financial, a leader in franchise and small business financing advisory services to implement...
Nour Private Wealth (NPW) announces the expansion of its multi-family office platform to include investment fund management capabilities under Nour Priva...
HawkSoft, a leading agency management system for independent insurance agencies, has announced a new partnership with RiskAdvisor, a client intake and ...
Broadridge Financial Solutions, Inc., a global Fintech leader, and the Financial Services Institute (FSI), the leading advocacy organization for independ...
TIFIN Give, the modern donor-advised fund platform designed for wealth organizations to drive growth through philanthropy, announced a new partnership wi...
Kroll, the leading independent provider of global financial and risk advisory solutions, announced the launch of new practices - Kroll Economics an...
Prizm Insurance, Inc. announced a strategic partnership with Holistiplan, the financial planning software platform used by tens of thousands of advisors ...
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