Wealth Management

Fresh capital to accelerate U.S. expansion and support platform and mobile enhancements Lumiant, an advice and client engagement platform that empowers advisors to connect with…
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TaskRay provides streamlined and enhanced templates to empower customers to build, manage, update, and control their internal processes based on their unique business needs. TaskRay…
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SideDrawer Inc, the API-based document collaboration platform, is pleased to partner with Ndex Systems, the industry’s leading independent multi-custodial wealth management…
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Company continues strategic expansion to address industry demand Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth…
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Combined Company to Deliver a Unified Cybersecurity Compliance Platform to Monitor Users, Devices, Networks and Third-Party Vendors as Financial Firms Deal with Increased Regulatory…
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Leveraging advanced AI and intelligent automation, NICE Actimize’s Sales Practices & Suitability solution helps align investment recommendations to a customer’s suitability profiles…
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Allego, the leading sales learning and enablement provider, today announced it is a sponsor of the virtual Sales Enablement Society (SES) Conference, SES Experience 2021, and that its…
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Infofree, a leading provider of high-quality sales and business leads in the United States, announced, for a limited time, an exclusive offer of 100 free business leads for wealth…
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KND and Sage to tap into growing market for cloud-based solutions. KND Systems, a computer software consulting firm focused on supporting professional service providers, family offices…
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