Industry Briefs

Smarsh®, enabling organizations to manage the risk and uncover the value within their electronic communications, today announced the launch of three applications to the Zoom App Marketplace.

Smarsh has a new CEO, with the digital archiving and capture firm announcing Thursday that it appointed Kim Crawford Goodman to the role. She replaces Brian Cramer, who will transition to the company's board of directors.

Woburn, Massachusetts-based FusionIQ, a SaaS provider supporting wealth management professionals across banks, credit unions, RIAs, and broker-dealers announced it launched a new Turnkey Asset...

Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations. LOS ANGELES – June 13, 2023 – Docupace, the leader in cloud-based fintech digital operations...

Following its groundbreaking merger with Brinker Capital and strategic acquisition of HiddenLevers, Orion Advisor Solutions has assembled a new team of growth and marketing executives to fuel its ongoing innovations to win new business.

AltsAxis has announced that its Axis platform, the company's mobile-centric software offering, is now live.

Skience, a leading financial services solution and consulting provider, today announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus, a regional bank with 79 locations and more than $4.7 billion in total assets serving customers across Louisiana, Mississippi and Alabama.

NORTH HOLLYWOOD, Calif., Sept. 9, 2020 /PRNewswire/ -- UNest, the breakthrough mobile app that helps parents invest in their children's future, today announced its acquisition...

Smarsh®, enabling organizations to manage risk and uncover value within their electronic communications, announced the acquisition of Digital Reasoning

Smarsh, a digital communications compliance and intelligence company, announced the appointment of Dr. Maureen Schumacher as its new Chief Marketing Officer. She will lead...