fbpx
Press Releases
23 March 2021

Kingswood U.S. Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo

by INSART

Kingswood U.S. Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo

Kingswood U.S., a network of wealth management firms that oversees more than $2.1 billion in client assets, announced the launch of its enhanced retail alternative investments platform.
> Find Details
Без рубрики
23 March 2021

DriveWealth powers Alinea’s personalized, research-driven investing app for Gen Z investors with fractional shares

by INSART

DriveWealth powers Alinea’s personalized, research-driven investing app for Gen Z investors with fractional shares

DriveWealth announced their partnership with Alinea to offer the next generation of investors a personalized, educational investing experience.
> Read Article
Press Releases
23 March 2021

First Rate Launches New AI-Driven Innovations and Enhanced Data Aggregation Capabilities

by INSART

First Rate Launches New AI-Driven Innovations and Enhanced Data Aggregation Capabilities

First Rate announced the release of a completely redesigned and enhanced technology platform driven by Artificial Intelligence (AI) and machine learning technologies.
> Find Details
Press Releases
18 March 2021

benjamin Releases New Industry Research on the Return on Investment (ROI) of an AI-driven Business Support System

by INSART

benjamin Releases New Industry Research on the Return on Investment (ROI) of an AI-driven Business Support System

Powerful RIA technology solution delivers $65,000 per advisor in annual savings, dramatically leverages staff to increase capacity, while enhancing the client service experience
> Find Details
Press Releases
12 March 2021

Skience Launches Advisor Transitions Solution

by INSART

Skience Launches Advisor Transitions Solution

Skience launched its Advisor Transitions Solution, a new tool that streamlines, digitizes and simplifies the process by which advisors changing wealth management firms can transfer client assets to a new…
> Find Details
Press Releases
10 March 2021

DriveWealth powers investment advisor Hemista to offer fractional robo-investing in U.S. and Indian companies to Indian expatriates

by INSART

DriveWealth powers investment advisor Hemista to offer fractional robo-investing in U.S. and Indian companies to Indian expatriates

DriveWealth, LLC, a leading global brokerage infrastructure platform, announced a partnership with Hemista, a first-of-its-kind cross-border robo-advisor®, designed for the specific needs of Non-Resident Indians in the U.S.
> Find Details
Press Releases
9 March 2021

Foreside Acquires JG Advisory Services LLC

by INSART

Foreside Acquires JG Advisory Services LLC

Foreside acquired the regulatory compliance business of JG Advisory Services LLC, a comprehensive regulatory solutions provider for hedge and private equity funds.
> Find Details
Press Releases
4 March 2021

Foreside Surpasses $160 Billion Mark for ETFs Distributed

by INSART

Foreside Surpasses $160 Billion Mark for ETFs Distributed

Foreside Financial Group, LLC (Foreside), a provider of distribution and compliance solutions to the asset and wealth management industry, announced that it has surpassed $160 billion in ETF assets distributed…
> Find Details
Press Releases
4 March 2021

INVENT Commences Next Stage of Growth with Appointment of Wealth Management Industry Leader Larry Roth as Strategic Advisor

by INSART

INVENT Commences Next Stage of Growth with Appointment of Wealth Management Industry Leader Larry Roth as Strategic Advisor

Former CEO of Advisor Group and CEO of Cetera Group to Provide Expertise and Guidance to Leading Cloud-Native Technology Platform for Wealth Management Firms. Larry Roth to Align Investment Banking,…
> Find Details
Press Releases
22 February 2021

Smarsh 10th Annual Risk & Compliance Survey Highlights Surging Regulatory Risks Of Remote Work

by INSART

Smarsh 10th Annual Risk & Compliance Survey Highlights Surging Regulatory Risks Of Remote Work

Smarsh, enabling organizations to manage risk within their digital communications and future-proof their compliance and supervision, today released its 10th Annual Risk & Compliance Survey Report, capturing the responses of…
> Find Details