d1g1t provides an enterprise wealth management platform powered by institutional-grade analytics & risk management tools that enables firms to elevate the quality of advice & demonstrate its value to clients.
AdvisorEngine announced the completion of the integration with Schwab Advisor Center. Here’s what AdvisorEngine leadership had to say about this announcement.
CogniCor announced the launch of three new digital assistant modules. Andes Wealth Technologies announced the release of an integrated, comprehensive, and powerful client onboarding and communication platform.
Payment processing company Candex has raised a new $20 million Series A funding round. 121 Financial Credit Union Selects NCR Digital Banking for Consumers and NCR Digital Banking for Business. Read…
ForwardLane is a B2B cognitive finance company that builds enterprise-scale strategic AI solutions for private wealth management, asset management and insurance.
CircleBlack has teamed up with Robertson Stephens in the launch its wealth management digital hub. Sequoia Financial Group and WEALTHSTONE ADVISORS announced they have entered into a definitive agreement to merge their…
Payment Approved Technologies has acquired Optima Compass Group. Zilch, a London, UK-based Buy Now, Pay Later (BNPL) startup, raised $80M in series B funding round.
GCF Valuation announced the launch of FinVal. Skience appointed Chris Zuczek to the newly-created role of Chief Product Officer. Retail investing surged in Q1 according to new data released from DriveWealth.
Gemini has selected ComplyAdvantage’s hyperscale platform for anti-money laundering risk management. DocuPhase acquires payments technology company, Clearwater Payments. Ziglu has launched Bitcoin Boost. Splitit partners with UnionPay to offer cardholders instalment payments.
Lifeworks Advisors launched a new thought leadership video podcast series – The Future of Advice™. Acorns has acquired Pillar, an AI-powered startup. Apella Capital announced that Calandra Financial has joined the firm.