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Press Releases
7 January 2021

Twenty Over Ten Unveils New Website as Part of Refreshed Brand

by INSART

Twenty Over Ten Unveils New Website as Part of Refreshed Brand

Twenty Over Ten, an FMG Suite company, today announced the launch of a refreshed brand and revamped website at www.twentyoverten.com.
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Press Releases
9 December 2020

Private Client Resources (PCR) And d1g1t Form Strategic Alliance To Deliver Integrated Solution To Wealth Management Firms With Worldwide Reach

by INSART

Private Client Resources (PCR) And d1g1t Form Strategic Alliance To Deliver Integrated Solution To Wealth Management Firms With Worldwide Reach

Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high-net worth families and institutions, and d1g1t, Inc., the first provider of an enterprise wealth management…
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Press Releases
3 December 2020

AlphaTrAI Expands Advisory Council With Additions Of Dan Kreuter Of The Gladstone Group And Erik Rannala Of Mucker Capital, Names Bill Dwyer Advisory Council Chairman

by INSART

AlphaTrAI Expands Advisory Council With Additions Of Dan Kreuter Of The Gladstone Group And Erik Rannala Of Mucker Capital, Names…

AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, announced the expansion of its Advisory Council to include Dan Kreuter, Founding Partner of the Gladstone Group and Founder of DAK Associates,…
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Press Releases
1 December 2020

FMG Suite Announces Acquisition of Twenty Over Ten

by INSART

FMG Suite Announces Acquisition of Twenty Over Ten

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced it has completed the acquisition of Twenty Over Ten, a company delivering…
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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.
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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).
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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…
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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…
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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…
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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…
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