TradingBlock launches My IPO to give investors greater access to Initial Public Offerings
Online broker TradingBlock has launched what it calls “a disruptive, investor-centric platform” that provides investors of all levels with greater access to Initial Public...
Pontera to Provide 401(k) Account Management Capabilities to World Investment Advisors
Pontera, a New York-based fintech company, recently announced that it will provide World Investment Advisors with access to its platform, which allows financial advisors...
Docupace Taps SaaS Veteran Mary Nelson to Lead Next-Gen Client Experience
Docupace, the cloud-native engine quietly powering many of America’s financial advisors, thinks it has found the right person to overhaul that experience from the...
Prospera Financial Services Develops New Planning Program with Firm Paraplanner Support
Independent broker-dealer Prospera Financial Services recently announced it launched a new comprehensive financial planning service to help affiliated advisors best utilize Prospera paraplanner support to...
Essential Edge and RegEd Partner to Deliver “End-To-End Outsourced Solution” for Branch Exams
Third-party outsourced compliance services provider Essential Edge and RegEd, which delivers compliance solutions to financial services firms, have launched a partnership to deliver “an end-to-end...
Docupace’s PreciseFP Integrates with AI Notetaker Designed for Financial Planning
A new integration between PreciseFP, the data-gathering workhorse owned by wealthtech provide Docupace, and FinMate AI, an AI assistant built by former financial advisors,...
Tech Vet J.T. Petrilli Joins Docupace as Head of Mergers & Acquisitions
Docupace, the back-office operations service provider, has appointed J.T. Petrilli as head of mergers & acquisitions. According to the company release, Petrilli will report...
Caprock Impact Reporting Tech Transfers to BlueMark
Caprock, a Boise, Idaho-based multi-family office RIA serving ultra-high-net-worth clients, and BlueMark, a New York-based independent provider of impact verification and intelligence for the...
World Investment Advisors Launches WorldMAP Investment Management Platform
World Investment Advisors, a network of more than 350 advisors across the U.S., recently launched World Managed Account Platform, known as WorldMAP, a new...
Cambridge Investment Research Appoints Industry Veteran Sean Van Moorleghem its New Chief Technology Officer
Cambridge Investment Research has expanded its executive team with the addition of Sean Van Moorleghem as Executive Vice President and Chief Technology Officer. Bringing two decades...