May 20, 2024
By Joel Bruckenstein & Charles Fernandes For those of you unfamiliar with AdvisorEngine, it is a comprehensive wealth management platform providing a suite of technology-based services […]
May 13, 2025
Surge Ventures, a FinTech venture studio specializing in risk and regulatory innovation, announced the launch of SurgeONE.ai, the industry’s first integrated platform combining AI, expert services and secure […]
May 7, 2025
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced its strategic relationship with Cetera Financial Group* (‘Cetera’), the […]
May 7, 2025
Vestmark, Inc., a leading wealth management software and services provider, announced a strategic partnership with Corient, one of the nation’s largest and fastest-growing wealth advisors. Corient will utilize […]
April 23, 2025
If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping […]
April 23, 2025
The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Note Takers, sponsored by AdvisorEngine […]
March 21, 2025
Flourish announced that it has entered into a definitive agreement to acquire Sora Finance (Sora), an AI-driven liability optimization platform for advisors. The acquisition creates one of the […]
March 18, 2025
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it was selected by Indivisible Partners, a privately-owned […]
March 13, 2025
IMTC, an industry-leading fixed income technology platform, proudly announces its new partnership with Franklin Templeton, a top-tier global asset manager. This collaboration enables Franklin Templeton to […]
March 12, 2025
Altruist, the modern custodian built for RIAs, has appointed Sumanth Sukumar as its Chief Technology Officer (CTO). Sumanth brings extensive experience in developing and scaling complex […]
March 6, 2025
Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and records systems to […]
March 6, 2025
Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently achieved high client satisfaction ratings […]
March 6, 2025
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently achieved very high client satisfaction ratings and significantly increased market […]