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Press Releases
1 August 2019

Chalice Launches Reg-BI Readiness Platform To Support Seamless Client Service And Business Growth For Independent Financial Advisors

by INSART

Chalice Launches Reg-BI Readiness Platform To Support Seamless Client Service And Business Growth For Independent Financial Advisors

Chalice launches its Reg-BI Readiness Platform to help Chalice’s independent financial advisor members seamlessly serve their clients and grow their businesses under the new regulatory environment being shaped by the…
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Press Releases
31 July 2019

AdvicePay Expands Billing and Payments Platform with New Fee Calculator

by INSART

AdvicePay Expands Billing and Payments Platform with New Fee Calculator

AdvicePay launches a new fee calculator that simply and easily calculates the amount of fees that are due based on various client-fee schedules and scenarios, while automatically creating accompanying invoices…
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Press Releases
19 July 2019

Advisor Group Introduces Cyberguard Program To Protect Advisors And Clients From Ever-Increasing Threat Of Cyber Attacks

by INSART

Advisor Group Introduces Cyberguard Program To Protect Advisors And Clients From Ever-Increasing Threat Of Cyber Attacks

Advisor Group announced the introduction of the CyberGuard Program, an evolving toolkit of cybersecurity services and support platforms aimed at empowering its 7,000 advisors across the country to protect themselves…
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Press Releases
11 July 2019

Orion Advisor Services to Acquire Nextgen Financial Planning and Client Experience Technology Provider, Advizr, Inc.

by INSART

Orion Advisor Services to Acquire Nextgen Financial Planning and Client Experience Technology Provider, Advizr, Inc.

Orion Advisor Services, LLC has acquired Advizr, Inc. This moves Orion and its parent company closer to realizing their mission to help advisors operationalize their vision for success and deliver…
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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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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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Press Releases
19 June 2019

Absolute Engagement Appoints Mike Reynolds as President as Firm Expands Business Offering

by INSART

Absolute Engagement Appoints Mike Reynolds as President as Firm Expands Business Offering

Absolute Engagement, a leading global research and training firm focused on increasing client retention and referrals within the financial services industry, announced that Mike Reynolds joined the team as president.
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Press Releases
14 June 2019

Orion Expands Integrations with Redtail Technology and Schwab Advisor Services, Builds New Integration With Genivity

by INSART

Orion Expands Integrations with Redtail Technology and Schwab Advisor Services, Builds New Integration With Genivity

Orion Advisor Services announced enhancements to existing integrations with web-based CRM provider Redtail Technology and custodial partner Schwab Advisor Services, in addition to a new integration with health and wealth…
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