Thomson Reuters acquired CaseLines without disclosing financial terms. Equitrust Financial Group joined LPL Financial’s broker-dealer and corporate RIA platforms. iCapital Network partners with PGIM Investments to provide enhanced access to alternatives. Intuit QuickBooks Canada joins Digital Main Street to help Canadian small businesses digitally transform. Interactive Brokers is being forced to pay $38 million in fines for failing to investigate and report suspicious activity on its platform. Ocrolus was named to the annual Inc. 5000 list as the 30th fastest growing private company in America. Riskalyze announced powerful new tax intelligence capabilities as a part of Riskalyze Trading.
Ocrolus, the leading human-in-the-loop infrastructure company that transforms documents into actionable data with over 99% accuracy, announced that it has been named to the annual Inc. 5000 list as the 30th fastest growing private company in America. The company ranks as the fourth fastest growing private company in New York, and the sixth fastest growing software company.
Find details here.
Riskalyze announced powerful new tax intelligence capabilities for its advisor trading platform, leapfrogging the status quo of legacy rebalancing tools, and showcased groundbreaking new portfolio analytics as a part of Riskalyze Trading, as well as expanded coverage for structured notes on the platform.
Find details here.
LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, announced that Equitrust Financial Group, Ltd. has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms, leveraging LPL as custodian.
Find details here.
Greenwich, Conn.-based Interactive Brokers is being forced to pay $38 million in fines to FINRA, the SEC and the Commodity Futures Trading Commission for failing to investigate and report suspicious activity on its platform.
Find details here.
iCapital Network, a financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, has formed a partnership with PGIM Investments, the retail distribution arm of PGIM, to provide a customised technology solution to augment PGIM Investments’ distribution and servicing capabilities.
Find details here.
Intuit Canada, a leading global financial platform company known for products such as QuickBooks, TurboTax and Mint, joins Digital Main Street in their mission to help facilitate getting 50,000 Canadian small businesses online over the next year through the development of e-commerce storefronts. Intuit Canada will also help Digital Main Street advance their online web platform and will enable small businesses to receive direct 1-on-1 support through consultation meetings and online webinar training sessions.
Find details here.
Thomson Reuters Corp has acquired CaseLines, a cloud-based court document and evidence management platform, the news and information provider said on Thursday, without disclosing financial terms.
Find details here.
