Industry Briefs

ADCM, DBA Willow, a registered investment advisor focused on socially and environmentally responsible wealth management is partnering with Blockchange Inc, the digital asset management platform for professional wealth managers, to launch a Separately Managed Account (SMA) option for digital assets

TrueNorth, a global fintech software development company, and Boost.ai, a global leader in conversational artificial intelligence for Fortune 1000 companies, today announced a new partnership.

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.

FP Alpha announced today the launch of The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary of a client’s current tax return

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.

Envestnet (NYSE: ENV) announced today it has acquired technology from Apprise Labs to advance Envestnet's roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial wellness through deeper connections with their advisors.

Rise in huge financial challenges among investors, & other external forces that compels a business to arrange finances for their business expansions has worked as the major factor driving the growth of the global investment banking & trading services market.

-Pagaya, a global financial technology company, today announced the expansion of the Pagaya AI Debt Selection Trust (PAID) shelf with $900 million committed

Skience, a leading digital enablement solution and consulting provider, today launched its Advisor Transitions Solution, a new tool that streamlines, digitizes and simplifies the process by which advisors changing wealth management firms can transfer client assets to a new platform.

Consisting of five software businesses now under one brand, the new intelliflo will be able to offer its customers around the world a broader range of end-to-end solutions that span the advisory lifecycle, from financial planning and practice management to portfolio management solutions, digital advisory and managed services.