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