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Press Releases
23 June 2020

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

by INSART

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

Orion Advisor Solutions, the premier provider of financial advisor technology and enhanced investment solutions, announces the creation of two market-relevant, thematic stock and direct indexing strategies, U.S. Biotechnology and U.S.…
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Press Releases
16 June 2020

GeoWealth and Foreside Financial Group Announce Strategic Alliance, Providing Advisors with the Infrastructure Needed to Launch an RIA Today

by INSART

GeoWealth and Foreside Financial Group Announce Strategic Alliance, Providing Advisors with the Infrastructure Needed to Launch an RIA Today

GeoWealth, a financial technology and asset management platform (TAMP), today announced a strategic alliance with Foreside Financial Group, a provider of compliance technology solutions and product distribution services.
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WealthTech Events
16 June 2020

Fintech Solutions Summit, 2020, June 16

The Fintech Solutions Summit brings together a collaborative group of companies delivering a shared virtual training and user conference.
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Press Releases
10 June 2020

GeoWealth Collaborates With PIMCO to Launch Fixed Income Models

by INSART

GeoWealth Collaborates With PIMCO to Launch Fixed Income Models

GeoWealth, a financial technology and turnkey asset management platform (TAMP), has announced the addition of a suite of PIMCO fixed income model portfolios to its next-generation turnkey asset management platform.
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Press Releases
9 June 2020

Act Analytics and Black Diamond Announce ESG Technology Integration

by INSART

Act Analytics and Black Diamond Announce ESG Technology Integration

Act Analytics announced a new technology integration with SS&C Advent’s Black Diamond® Wealth Platform to help advisors better manage Environmental, Social and Governance (ESG) portfolios for their clients.
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Press Releases
9 June 2020

FA Match Launches Newest Version of Digital-hybrid Advisor Recruitment Platform

by INSART

FA Match Launches Newest Version of Digital-hybrid Advisor Recruitment Platform

FA Match 2.0 platform is now live. With this new version comes enhanced tech features via Advisor MatchTM, and new one-on-one coaching offerings through FA Match Propel.
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Press Releases
21 May 2020

Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

by INSART

Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

Smarsh announced the acquisition of Entreda. Entreda will continue to operate under its own brand and under the leadership of Co-Founder and CEO Sid Yenamandra, as a stand-alone, wholly owned…
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Press Releases
13 May 2020

TradingFront Partners with Interactive Brokers to Launch Next-Gen, All-In-One Digital RIA Platform

by INSART

TradingFront Partners with Interactive Brokers to Launch Next-Gen, All-In-One Digital RIA Platform

TradingFront, working with Interactive Brokers, announced the launch of an integrated white-label advisor and client platform to power the growth of the RIA industry.
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Press Releases
13 May 2020

Twenty Over Ten Launches Integration With Wealthbox to Save Financial Advisors Time, Maximize Lead Generation, Strengthen Relationships And Automate Marketing

by INSART

Twenty Over Ten Launches Integration With Wealthbox to Save Financial Advisors Time, Maximize Lead Generation, Strengthen Relationships And Automate Marketing

Twenty Over Ten announced a new integration with Wealthbox. This new integration is a contact sync between Wealthbox and Lead Pilot, where advisors can sync contacts from Wealthbox to Lead…
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Press Releases
8 May 2020

Entreda Selected To Join FINRA’s Preferred Pricing Program And Provide Award-Winning Cybersecurity Compliance Solution To Wealth Management Firms

by INSART

Entreda Selected To Join FINRA’s Preferred Pricing Program And Provide Award-Winning Cybersecurity Compliance Solution To Wealth Management Firms

Entreda announced that it has joined FINRA's Preferred Pricing Program of FINRA, which allows FINRA member firms and financial advisors to become new Entreda clients.
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