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Press Releases
4 March 2021

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

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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,…
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Press Releases
22 February 2021

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

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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…
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Press Releases
18 February 2021

AdvicePay Expands Further Into Enterprises With Salesforce Integration

by INSART

AdvicePay Expands Further Into Enterprises With Salesforce Integration

AdvicePay announced a new technology integration with Salesforce. As part of this new data integration, AdvicePay’s technology is also accessible within XLR8, a leading financial services Salesforce overlay technology application…
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Press Releases
18 February 2021

Skience Launches New Data Management Enhancements to Enable Digital Transformation for Wealth Management Firms

by INSART

Skience Launches New Data Management Enhancements to Enable Digital Transformation for Wealth Management Firms

Skience announced the launch of a new Data Consolidation and Replication capability for wealth management firms. This new offering empowers wealth management firms to successfully execute digital transformation initiatives that…
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Press Releases
11 February 2021

Foreside Launches Connect+

by INSART

Foreside Launches Connect+

Foreside Financial Group, LLC (“Foreside”), a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, today announced that…
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Press Releases
10 February 2021

Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client’s Full Financial Profile

by INSART

Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client’s Full Financial Profile

Envestnet | MoneyGuide and MaxMyInterest ("Max") announced an integration to give advisors more insight into clients' held-away cash balances and provide an intelligence-driven solution to help them earn higher yield on their cash.
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Press Releases
5 February 2021

Smartleaf Asset Management announces automated sub-advisory rebalancing service with Private Advisors Group

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Smartleaf Asset Management announces automated sub-advisory rebalancing service with Private Advisors Group

SAM's automated rebalancing and trading service enables advisors to provide clients of all sizes with highly customized and tax-optimized portfolios, including direct indexes and unified managed accounts (UMAs) with direct…
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Press Releases
2 February 2021

LifeYield, Allianz Life Expand Partnership to Help Financial Professionals Increase Retirement Income Potential

by INSART

LifeYield, Allianz Life Expand Partnership to Help Financial Professionals Increase Retirement Income Potential

To help investors find the right solutions to fill gaps in their retirement checks and cover anticipated expenses, LifeYield LLC announced an expanded partnership with Allianz Life.
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Press Releases
28 January 2021

Capco and Envizage announce strategic partnership

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Capco and Envizage announce strategic partnership

Capco, the global management and technology consultancy, and Envizage, the London-based analytics software provider, today announced a new partnership that will see the two companies working together to deliver the…
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Press Releases
28 January 2021

An Innovative Joint Venture Between Orion Advisor Solutions and Focus Client Solutions Will Add Cash Management and Credit Capabilities to the Orion WealthTech Platform

by INSART

An Innovative Joint Venture Between Orion Advisor Solutions and Focus Client Solutions Will Add Cash Management and Credit Capabilities to…

Orion Advisor Solutions and Focus Financial Partners Inc. (NASDAQ:FOCS) announced today the formation of an innovative joint venture that will add a competitive array of cash and credit solutions and related services developed…
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