Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...
d1g1t Inks Deal with Canada’s Largest Clearing and Custody Player
d1g1t, a Toronto-based fintech platform that has been expanding rapidly across both the United States and Canada, this week announced an agreement with National Bank Independent Network (NBIN).
ComplySci Acquires NRS to Meet Venture Capital, Private Equity RegTech Needs
Regulatory technology and compliance solutions provider for the financial services sector, ComplySci, acquired National Regulatory Services (NRS) in a transaction announced on October 21.
Blockchange and IRA Financial Partner to Enable RIAs to Manage Crypto Assets in Qualified...
Blockchange Inc. and IRA Financial are partnering to enable IRA funds & select 401(k) plans to be invested in cryptocurrencies and digital assets, under the management of a financial advisor. The arrangement allows investors to leverage the tax-advantaged status of their IRA or 401(k) funds as they diversify into a range of cryptocurrencies.
Platform Seeking to Connect Institutional Investors, Wealth Managers with Alternative Asset Managers Now Live
AltsAxis has announced that its Axis platform, the company's mobile-centric software offering, is now live.
Blockchange Integrates BITRIA TAMP with Morningstar’s ByAllAccounts
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.
Advisor Group’s Pete Clemson: Creating a “Relentless” Feedback Loop for Digital Solutions
Last month, more than 6,000 attendees—both virtual and in-person participants—took part in Advisor Group’s annual ConnectEd advisor conference. The San Antonio, Texas gathering was...
Exodus Begins Trading on Securitize Markets
March 16, 2022 – Exodus (the “Company”), the leading non-custodial cryptocurrency software platform, and Securitize Markets (“Securitize”), the...
Smarsh Unveils Partner Ecosystem to Help Firms Tackle e-Discovery
RegTech firm Smarsh this week announced the launch of a new partner ecosystem aimed at helping highly regulated companies confront their mounting e-discovery responsibilities.
Docupace Announces Acquisition of PreciseFP at Riskalyze Fearless Investing Conference
Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Palm Springs, with Docupace’s announcement of its acquisition of PreciseFP.