November 4, 2025
Looking for guidance on which industry events will truly move the needle for your financial planning/investment advisory firm next year? The Kitces.com team has released its […]
January 9, 2026
iAltA Holdings, the WestCap-backed private markets infrastructure company, announced the acquisition of BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and […]
January 6, 2026
Hubly, a powerful workflow management platform that provides efficiency and visibility to registered investment advisors (RIAs) and wealth management firms, today announced a transformative expansion of […]
December 23, 2025
T3’s Technology Conference for financial professionals, which is widely known as the wealth management industry’s most established and trusted technology event, will debut T3 AI University […]
December 22, 2025
Envestnet, a leading provider of Adaptive WealthTech for financial advisors, announced the rollout of its fourth-quarter platform technology updates for the Envestnet | Tamarac platform, delivering meaningful improvements […]
December 17, 2025
Archive Intel, an AI-powered communications compliance platform for financial institutions, announced its new integration with Microsoft Dynamics 365, enabling users to automatically import and sync business contacts […]
December 16, 2025
Advisor360°TM announced the industry’s first AI-native wealth operating system, featuring a reimagined advisor experience. For the first time, the company’s award-winning technology is available to firms […]
December 12, 2025
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced that it is bringing Andes Risk (Andes), an award-winning risk […]
December 2, 2025
Global management and technology consultancy Capco, a Wipro company, and PureFacts Financial Solutions, a leading provider of revenue management software, announced a strategic partnership combining their […]
December 2, 2025
Practifi introduced Practifi Intelligence, a suite of AI-powered capabilities built directly into its CRM to support advisory teams with continuous, wealth-focused intelligence. Available for clients to […]
November 29, 2025
CogniCor, a provider of AI-enabled productivity and workflow automation solutions for the wealth management industry, announced that its WealthMate capabilities and Advisor Copilot platform are now available on […]
November 24, 2025
BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, announced that it is expanding its investment in […]
November 19, 2025
GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announced the launch of AI Document Access, a significant enhancement to its flagship Do […]