December 6, 2023

New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth

Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act to optimize the liabilities side of their clients’ balance […]
December 1, 2023

Comprehensive Whitepaper on Alternative Investment Technology Available Now

A new whitepaper called “Innovative Strategies for Financial Advisors: Harnessing the Alts Tech Advantage” is available now. Developed in partnership with research provider Blue Vault, fintech consulting […]
November 9, 2023

CAIS Solutions to Set New Standard for Alternative Investment Ecosystem

CAIS announced the launch of its new SaaS platform, CAIS Solutions, which uses the power of CAIS technology to centralize and streamline alternative investment funds, no matter […]
November 1, 2023

RiXtrema to Launch RemAI, an AI Tool with the Power to Revolutionize Research, Communication, and Trading in Financial Markets

RiXtrema announces the launch of its newest AI product, RemAI. RemAI has the power to revolutionize research, communication, and trading in financial markets. The new product […]
October 19, 2023

Advyzon and RightCapital Announce Updates to Data-Sharing Integration

Advyzon announced updated integration capabilities with RightCapital. Advyzon’s integration with RightCapital sends data directly from Advyzon through API access and offers multiple capabilities, including connecting important […]
October 5, 2023

Advyzon Announces Inaugural Conference for Financial Advisors and Industry Professionals

Advyzon announced details on the inaugural Advyzon Conference, which will take place February 20-22, 2024 at the Sheraton Phoenix Downtown Hotel. Advyzon’s conference mission is to […]
October 4, 2023

Kwanti Announces New Integration with Altruist

Kwanti announced a new integration with Altruist. Accounts held at Altruist can now be linked into Kwanti, with portfolio data refreshed every night from Altruist to […]
September 11, 2023 Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms

Streamlined 20-minute, interactive discovery workflow and brand asset generation engine will revolutionize the financial advisor branding experience
September 7, 2023

GLASfunds, a Leading Alternative Investment Platform, Acquires Fund Formation Group

The alternative investment platform will now service Fund Formation Group clients, and founder Thomas Haynes will join GLASfunds as Director of Business Development.
September 7, 2023

FP Alpha announces the release of their P&C Snapshot, a first of its kind tool for financial advisors, that rapidly uploads home and auto insurance documents

FP Alpha, an AI-driven advanced planning platform for financial advisors, has announced the release of their new P&C Snapshot, a first of its kind tool that […]