Home Search
offering - search results
If you're not happy with the results, please do another search
AI ILLUMINATIONS: Automating Customer Journeys End-To-End – The End Is The Beginning
Until recently, most enterprises in the financial services industry had been looking at automation merely as a step within a business process. The approach to adopting automation was more tactical than strategic.
Top 5 VC Deals of the Week in Digital Wealth (5/10/22)
Big money flowing into fintech this week, but the top deals are smaller. And by "smaller" we...
Advisor Tech Talk (5/3/22)
Volatility is keeping 2022 interesting, especially with some of the steep downside we’ve experienced over the last two...
Five Ways the Orion Client Portal Will Transform Your Client Relationships
At Orion, everything we do is designed to further our mission: to power the advisor-client journey with a tech-enabled fiduciary process that enables advisors to: * Seamlessly attract new clients * Connect planning goals to investment strategies * Help investors...
Top 5 VC Deals of the Week in Digital Wealth (5/3/22)
New trends are beginning to emerge in the fintech VC realm, foremost, the investment in NFT platforms and...
The Week in Digital Wealth (5/3/22)
By Gregory Bilecki
TWIDW 5/3/22: Fed News & Market Impacts - watch out for market...
Fintech Corner: Technology Can Bring An Enterprise Firm Together When Most Are Working Apart
For financial advisory firms to get their technology up-to-date at an institutional level, it will require some form of data Rosetta stone. That's where Australian fintech Practifi can help.
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.
Practifi Unveils Brand Evolution and Expanded Platform Capabilities for RIAs and Enterprise Firms
CHICAGO, April 27, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry,...
The Week in Digital Wealth (4/26/22)
By Gregory Bilecki
TWIDW 4/26/22: Fed News & Market Impacts, Musk buys Twitter and Stripe...