FusionIQ Blueleaf integration to Drive Digital Transformation and Enhance UX
FusionIQ, the Woburn, Massachusetts provider of cloud-based wealth management solutions and self-described “all-in-one digital platform” for financial advisors and institutions, launched a strategic integration...
CapIntel’s Enhanced Wealthtech Platform Supports RIA Compliance with SEC Marketing Rule
CapIntel, a leading fintech company supporting wholesalers and investment advisors, recently added new proposal-building functionality to its platform to help Registered Investment Advisors (RIAs)...
Docupace Appoints Leon Weiss as its New CFO
Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...
SS&C to Eliminate “Burdensome Operations Processes” for Alt-Platform Crystal Capital Partners
The Hartford, Connecticut area-based SS&C Technologies Holdings, Inc. recently announced Crystal Capital Partners, the turnkey alternative investment platform for financial advisors engaged the company to “further optimize its...
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets
Joint...
Ryan George Named a Finalist in the WealthManagement.com 2023 Industry Awards for Technology Chief...
George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era.
LOS ANGELES – June 27, 2023 – Docupace,...
Annual Investment Adviser Industry Snapshot (Snapshot) Highlights Sector’s Growth and Resilience
A recently published study of the fiduciary adviser industry, the 2023 Investment Adviser Industry Snapshot (Snapshot), shows continuing strength in the space, despite – or perhaps...
Digital Wealth News Profile: Akhil Lodha, CEO and Founder of StratiFi
Early in his career, Akhil Lodha worked in quantitative analysis and trading. That eventually inspired him to develop platforms for financial advisors and accredited...
Docupace Announces Integration with InvestorCOM
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...
$410 Million Group Joins AG in Weeks Before New Brand is Launched
Advisor Group recently announced it welcomed four new advisors, bringing $410 million in client assets under advisement (AUA). The group joined Capitol Financial Solutions,...