fbpx
Press Releases
19 November 2020

Smarsh Announces Direct Carrier Capture Support for T-Mobile For Business; Empowers T-Mobile for Business Customers to Meet Compliance and E-Discovery Obligations

by INSART

Smarsh Announces Direct Carrier Capture Support for T-Mobile For Business; Empowers T-Mobile for Business Customers to Meet Compliance and E-Discovery…

Smarsh announced direct carrier capture and archiving support for T-Mobile for Business. Smarsh helps regulated organizations capture, archive and search text messages to meet regulatory compliance mandates and e-discovery challenges.
> Find Details
Press Releases
2 November 2020

Foreside Acquires ICSGroup

by INSART

Foreside Acquires ICSGroup

Foreside Financial Group, LLC announced that it has acquired the regulatory compliance business of Integrated Compliance Solutions Group (ICSGroup).
> Find Details
Press Releases
29 October 2020

LifeYield Unlocks $2.3B of Potential Lifetime Social Security Benefits in Q3 2020

by INSART

LifeYield Unlocks $2.3B of Potential Lifetime Social Security Benefits in Q3 2020

LifeYield LLC, the market leader in cloud-based solutions helping advisors maximize retirement income for their clients, reports that advisors using LifeYield’s Social Security Advantage® tool between July 1, 2020, and…
> Find Details
Press Releases
27 October 2020

DriveWealth Lands $56.7 Million Series C Funding Round to Bolster Technology, Support Acquisition Strategy

by INSART

DriveWealth Lands $56.7 Million Series C Funding Round to Bolster Technology, Support Acquisition Strategy

DriveWealth, LLC, a U.S.-based leader in global digital trading technology, announced a $56.7 million Series C round to strengthen its current technology stack, make strategic acquisitions, and grow the organization…
> Find Details
Press Releases
22 October 2020

LaSalle St. Launches GuideTrack Financial Planning Platform to Provide Technology-Enhanced Financial Planning Experience for Affiliated Advisors’ Clients

by INSART

LaSalle St. Launches GuideTrack Financial Planning Platform to Provide Technology-Enhanced Financial Planning Experience for Affiliated Advisors’ Clients

LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, announced the launch of GuideTrack, a flexible and technology-enabled financial planning platform that…
> Find Details
Press Releases
15 October 2020

AlphaTrAI Launches First External Fund and Expands Leadership Team to Bring its Artificial Intelligence-Enabled Asset Management Platform to High Net Worth Investors and Family Offices

by INSART

AlphaTrAI Launches First External Fund and Expands Leadership Team to Bring its Artificial Intelligence-Enabled Asset Management Platform to High Net…

AlphaTrAI, a venture-backed, technology driven asset management firm, announced the launch of its first external fund. Designed for high net worth investors and family offices, this systematic fund uses a…
> Find Details
Press Releases
8 October 2020

Advisor Group Expands Financial Professionals’ Ability to Create, Customize and Execute Targeted Marketing Campaigns with Enhancements to Acclaimed MyCMO Marketing Platform

by INSART

Advisor Group Expands Financial Professionals’ Ability to Create, Customize and Execute Targeted Marketing Campaigns with Enhancements to Acclaimed MyCMO Marketing…

Advisor Group announced the launch of significant enhancements to MyCMO, a multi-channel digital marketing platform that allows affiliated financial professionals to create, customize and execute targeted marketing campaigns on a…
> Find Details
Press Releases
5 October 2020

Ameritas Investment Company, LLC Chooses Entreda to Provide Endpoint Cyber Risk and Compliance Software; Completes Roll out to Independent Financial Professionals

by INSART

Ameritas Investment Company, LLC Chooses Entreda to Provide Endpoint Cyber Risk and Compliance Software; Completes Roll out to Independent Financial…

Entreda has finalized an agreement with Ameritas Investment Company, LLC. Entreda will provide its comprehensive suite of cybersecurity solutions to the company’s network of national financial professionals.
> Find Details
Press Releases
30 September 2020

Half of clients say they don’t read most emails from their financial advisor

by INSART

Half of clients say they don’t read most emails from their financial advisor

Half of clients (52%) don’t open or read the majority of emails from their financial advisor, according to a new survey by Life Stage Insights, a marketing technology company that…
> Find Details
Press Releases
29 September 2020

Act Analytics Launches “ESG News Analytics” Tool to Monitor ESG Investing Factors and Events

by INSART

Act Analytics Launches “ESG News Analytics” Tool to Monitor ESG Investing Factors and Events

Act Analytics is launching an ESG News Analytics tool to provide advisors with real-time news on their ESG holdings to show they are on top of client portfolios and for…
> Find Details