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Press Releases
26 March 2020

Entreda Offers Free Work-From-Home Cybersecurity Suite of Tools to Support Wealth Management Industry’s Coronavirus Pandemic Response Efforts

by INSART

Entreda Offers Free Work-From-Home Cybersecurity Suite of Tools to Support Wealth Management Industry’s Coronavirus Pandemic Response Efforts

Entreda announced the delivery of its award-winning Endpoint Monitoring and Remediation suite of solutions on a complimentary basis for the first month of use to financial advisors and wealth management…
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Press Releases
21 February 2020

AgentRisk Debuts Wealth Management Platform for RIAs and Wealth Managers

by INSART

AgentRisk Debuts Wealth Management Platform for RIAs and Wealth Managers

AgentRisk released “Overlay”, a portfolio management and customer engagement platform for RIAs and wealth managers. Overlay is powered by the same algorithmic engine that AgentRisk is using in its flagship…
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Press Releases
14 February 2020

MaxMyInterest and Orion Offer Insight into Clients’ Held-Away Cash

by INSART

MaxMyInterest and Orion Offer Insight into Clients’ Held-Away Cash

MaxMyInterest announced an integration with Orion Advisor Tech, LLC, a division of Orion Advisor Solutions to meet the needs of advisors seeking better ways to deliver a higher yield on…
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Press Releases
14 February 2020

Orion Advisor Tech Announces Updates to Connect Integration on Salesforce AppExchange

by INSART

Orion Advisor Tech Announces Updates to Connect Integration on Salesforce AppExchange

Orion Advisor Technology has updated the Orion Connect integration on Salesforce AppExchange, enabling advisors to work more efficiently through a more flexible and customizable data sync.
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Press Releases
12 February 2020

Trio of Enterprise Firms Harness Orion Innovation to Spur New Growth

by INSART

Trio of Enterprise Firms Harness Orion Innovation to Spur New Growth

Orion Advisor Solutions announced partnerships with Ameritas Investment Company LLC, Benjamin F. Edwards, and Great Valley Advisor Group.
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Press Releases
5 February 2020

Chalice Financial Network Adds FA Client Machine and Anchor Point to the Chalice Exchange Digital Marketplace

by INSART

Chalice Financial Network Adds FA Client Machine and Anchor Point to the Chalice Exchange Digital Marketplace

Chalice Financial Network™, an online member-based digital marketplace for independent, small and midsized business owners, added two new services for its members – FA Client Machine and Anchor Point –…
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Press Releases
22 January 2020

Chalice Financial Network Set to Host BooST 2020 Business Solutions and Technology Conference March 2-4 in San Diego

by INSART

Chalice Financial Network Set to Host BooST 2020 Business Solutions and Technology Conference March 2-4 in San Diego

Chalice invites independent business owners and financial professionals to participate in the BooST 2020 Business Solutions and Technology Conference designed to provide the tools and technology they need to better…
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Press Releases
8 January 2020

Asset-Map Announces Integration with Black Diamond

by INSART

Asset-Map Announces Integration with Black Diamond

Asset-Map announced a new integration with SS&C Advent’s Black Diamond® Wealth Platform to streamline productivity for advisors using each platform and simplify the transfer of data to Asset-Map.
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Press Releases
11 December 2019

National Advisors Trust Company President and CEO James A. Combs Jr. Joins Chalice Financial Network’s Advisory Board

by INSART

National Advisors Trust Company President and CEO James A. Combs Jr. Joins Chalice Financial Network’s Advisory Board

Chalice Financial Network™ announced the appointment of James A. Combs Jr., president and CEO of National Advisors Trust Company to the Chalice Advisory Board.
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Press Releases
9 December 2019

BBR Partners Selects d1g1t as its Enterprise Wealth Management Platform

by INSART

BBR Partners Selects d1g1t as its Enterprise Wealth Management Platform

BBR Partners has selected d1g1t’s analytics, reporting and performance management software solution after conducting an extensive analysis of available options in the market.
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