Industry Briefs

"[SmartAsset’s platform] is a huge benefit to our hundreds of financial professionals and will help take their practice to the next level," Libet Anderson, President, Investment Solutions, Concourse Securities, said in a statement.

ed AI-enabled digital assistant platform provider for the wealth management and insurance industries, CogniCor, recently launched a first of its kind “knowledge graph” for the wealth management industry to support its range of digital assistants. This new product gives AI-enabled digital assistants context and background information to support RIAs and IBDs, enabling the assistants to learn quickly and integrate seamlessly into firms’ operations, according to the company’s release.

Capitalizing on the surging demand among high net worth investors for access to more sophisticated cryptocurrency asset management solutions, 3iQ Digital Assets, the U.S. subsidiary of Canada’s largest digital asset manager, launched a new digital asset separately managed account (SMA) and model portfolio solution, called Q-MAP.

()BOSTON, MA) Popcorn, a decentralized finance (DeFi) platform that leverages DeFi yield generation strategies to simultaneously create positive social impact, has successfully completed their Token Launch Auction (TLA), raising $5.8 million USD. In total, Popcorn has raised $11.2 million in their fundraising efforts and has the crypto community hopeful for Popcorn’s leadership to pioneer social benefit through DeFi.

ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, announced today that it has acquired illumis Inc., a premier data aggregator and technology provider whose solutions are used by financial services firms to identify and mitigate risk from employee political contributions.

The past year and half has seen major changes across the digital and crypto asset space, with the launch of a number of asset management tools, including Blockchange, Inc.’s BITRIA.

Entreda, the provider of cybersecurity software, systems and cyber security training to wealth management firms and financial advisors, has acquired Privva, a privately-held firm that helps companies conduct cyber risk assessments through its cloud-based platform.

Blockchange, Inc.,  a digital asset investing solutions for financial advisors and asset managers has integrated its Digital Asset TAMP, known as BITRIA with the Morningstar® ByAllAccountsSM client account aggregation solution, the company announced on Thursday.

Regulatory technology and compliance solutions provider for the financial services sector, ComplySci, acquired National Regulatory Services (NRS) in a transaction announced on October 21.

ComplySci (the “Company”), an established provider of regulatory technology and compliance solutions for the financial services sector, today announced the commencement of its M&A growth strategy, starting with the acquisition of National Regulatory Services (NRS), an advanced provider of compliance consulting services and technology solutions for investment advisers, broker-dealers, hedge funds, private equity firms, insurers and other financial services firms.