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Press Releases
11 July 2019

Chalice Financial Network Launches Succession Link 2.0

by INSART

Chalice Financial Network Launches Succession Link 2.0

Chalice announced the rollout of Succession Link 2.0 — a new credit union-like platform created to drive more seamless and expeditious transactions between M&A buyers and sellers, complete with member-only…
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WealthTech Events
03 December 2019

FinTech Connect 2019, December 3-4

FinTech Connect is where large teams from major financial institutions go to make informed buying decisions on the latest innovations on the market, and where fintechs come to accelerate dialogues…
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WealthTech Events
19 November 2019

Branch Transformation 2019, November 19-20

Branch Transformation 2019 is the world’s leading conference dedicated to the branch and digital transformation. It is the ideal forum for evaluating the next steps in your journey to perfect the…
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WealthTech Events
11 November 2019

FinTECHTalents 2019, November 11-13

FinTECHTalents is the ultimate fintech festival with three days of innovation, collaboration, live tech demos, workshops, round-tables, live music & craft beer sessions. With over 3000 attendees, FinTECHTalents connects tech…
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WealthTech Events
11 November 2019

SRI Conference 2019, November 11-15

The SRI Conference is one of the most important annual gathering for investors, asset owners, asset managers, financial advisors, researchers, academics, mission-driven organizations, and enterprises who share the common goal…
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WealthTech Events
05 November 2019

Global WealthTech Summit 2019, November 5

The Global WealthTech Summit has served the global financial services, investment, and technology industries for nearly two decades and built in-depth relationships with the senior decision-makers at a majority of the…
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WealthTech Events
28 October 2019

T3 Enterprise Conference 2019, October 28-30

The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from broker/dealers, OSJ branch offices, large RIA firms, advisor networks and other financial services firms…
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Press Releases
21 June 2019

Insurance Technologies Partners with FIDx to Deliver Seamless Annuity Illustration and e-Application Capabilities in the Envestnet Insurance Exchange Platform

by INSART

Insurance Technologies Partners with FIDx to Deliver Seamless Annuity Illustration and e-Application Capabilities in the Envestnet Insurance Exchange Platform

Insurance Technologies announced its new partnership with Fiduciary Exchange to deliver annuity illustration and e-application sales capabilities within the Envestnet Insurance Exchange Platform, a wealth management platform.
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Press Releases
21 June 2019

Addepar Partners with Mirador to Bring Best-in-Class Reporting to More RIAs

by INSART

Addepar Partners with Mirador to Bring Best-in-Class Reporting to More RIAs

Addepar, a leading technology platform for wealth management, announced it has entered into a reseller partnership with Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke…
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Press Releases
20 June 2019

Entreda Commences Formation Of Advisory Board

by INSART

Entreda Commences Formation Of Advisory Board

Entreda announced that it has commenced the formation of its Advisory Board with top industry leaders to ensure Entreda's cybersecurity stewardship for firms and advisors. The appointments include industry leaders…
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