base - search results

Creating a complete digital experience in the wealth industry is now possible without involving an army of software engineers or writing a single line of code.

LOS ANGELES – September 19, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced today its latest offering:...

In June, Sanctuary Wealth, the Indianapolis-based wealth management firm, launched a significant update to its Haven platform, the firm's proprietary, fully integrated advisor workstation....

  The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?). State Street has a new liquidity offering. Deloitte's "romance" with the...

As advisors try to broaden their clientele, they’re better off focusing on creating memorable experiences than on trendy client groups and prospect sources.

This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...

With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy.

FusionIQ, a cloud-based wealth management solutions provider, is bringing its FusionIQ One platform to Canada. According to the company, its all-in-one platform with four...

Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP!

Kingswood U.S. continues its recent expansion of its in-house investment banking group, Kingswood Investments, with the appointment of Craig Kaufman as a Managing Director. ...