Tag: wealth management

InvestCloud

InvestCloud Introduces Private Markets Account™: A Wealth Management First

Protective

Protective Joins with iPipeline to Digitally Transform the Order Entry Process and Help Advisors Drive Efficiency

Nitrogen

Nitrogen Unveils Advisor Engagement, Marketing & Distribution Product for Asset Management Firms

Masttro

Masttro Launches Next-Gen Platform for Wealth Management

Uptiq.AI

Uptiq.AI Announces Acquisition of UpSwot to Bolster Enterprise AI Platform with Advanced Data Integration Capabilities

LPL-Financial

LPL Financial Launches Curated AI Solutions for Advisors

Uptiq

Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry

BNY

BNY to Acquire Archer, a Leading Provider of Managed Account Solutions to the Asset and Wealth Management Industry

AI-Risk

AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management

Moss-Adams

Moss Adams Unveils New AI Business Services