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Press Release 3

Envestnet Expands Partnership with Practifi, Widening Integration to Reach More Advisors via Leading Unified...

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Envestnet, Inc. (NYSE: ENV) announced today that it has expanded its partnership with Practifi, the business management platform powering high-performing financial advice firms around the world through solutions in automated workflows and unified data.

WEALTHTECH INSIDER: Finding The Dollars-And-Cents Impact Of Modern Behavioral Coaching

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For far too long, financial advisors have led with proprietary product pitches or the assertion that they can outperform the market through superior investment acumen.

When Goldman Sachs Smells Money, Take Note

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Recognizing the potential for an explosion in customer demand for bitcoin, Goldman Sachs is re-entering a sector they exited just a couple years or so ago by relaunching its cryptocurrency trading desk, thus allowing them to deal Bitcoin futures and non-deliverable forwards to clients.
Press Release 2

Investment Banking & Trading Services Market to Reach $520.02 Bn, Globally, by 2027

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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.
Press Release 3

PRIVATE CLIENT RESOURCES (PCR) AND d1g1t FORM STRATEGIC ALLIANCE TO DELIVER INTEGRATED SOLUTION TO...

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Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high-net worth families and institutions, and d1g1t, Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced a new strategic partnership.

WEALTHTECH INSIDER: How Advisors And Their Clients Can Achieve Success By Leveraging Technology

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Today, Brendan McConnell, Orion’s Executive Vice President of Enterprise and TAMP Products, explains how advisors and their clients can achieve success by leveraging technology to more directly serve their needs and goals with more personalized investment solutions...
Press Release 4

InfoReach and QuantHouse partner to provide a global, multi-asset managed trading solution

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QuantHouse, the global provider of end-to-end systematic trading solutions including innovative market data services, algo trading platform and infrastructure products and part of Iress (IRE.ASX), today announced that InfoReach Inc.(InfoReach) has integrated QuantHouse's API to power their Trade Management System (TMS) with high performance, global market data across equities, options and futures.

WEALTHTECH INSIDER: One of the Three Pillars of Success – Achieve

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In previous Wealthtech Insider columns, I've defined three pillars of success between advisors and clients. Today, let's build the final pillar: Achieve...

Smarsh Acquires Digital Reasoning, Combining Global Leadership In Artificial Intelligence And Machine Learning With...

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

Juniper Research: Loans Issued via AI Underwriting to Reach $315 Billion by 2025, as...

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A new Juniper Research study found that the value of unsecured loans issued via AI underwriting platforms will reach $315 billion in 2025, up from just $24 billion in 2020.