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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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Press Releases
7 November 2019

Infinex Financial Group Partners with Jemstep to Offer Digital Advice Platform to Banks and Credit Unions

by INSART

Infinex Financial Group Partners with Jemstep to Offer Digital Advice Platform to Banks and Credit Unions

Infinex Financial Group and Jemstep announced a partnership to deliver digital advice solutions to Infinex's client firms. The digital advice solution, Jemstep Advisor Pro, will be integrated into Infinex's broker…
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Press Releases
31 October 2019

Chalice Financial Network and Succession Link Combine on One Platform for Easy Member Access

by INSART

Chalice Financial Network and Succession Link Combine on One Platform for Easy Member Access

Chalice Financial Network and Succession Link are now both available to members through a single sign on. Chalice acquired Succession Link a year ago as part of its continued commitment…
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Press Releases
22 October 2019

Aurora Private Wealth Joins Chalice Financial Network as New Enterprise Member

by INSART

Aurora Private Wealth Joins Chalice Financial Network as New Enterprise Member

Aurora Private Wealththe leading wealth management enterprise, has joined Chalice Financial Network as a new enterprise member, giving their advisors access to Chalice’s array of resources and quality products.
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Press Releases
10 October 2019

SkyView Partners Launches Digital Marketplace for Independent Wealth Management M&A and Financing

by INSART

SkyView Partners Launches Digital Marketplace for Independent Wealth Management M&A and Financing

SkyView Partners announced the launch of their Advisory Practice Board of Exchange (APBOE), a subscription-free turnkey solution for buying and selling wealth management practices in conjunction with access to bank…
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Press Releases
1 October 2019

Rockfleet and ActiveAllocator Announce Alliance

by INSART

Rockfleet and ActiveAllocator Announce Alliance

Rockfleet and ActiveAllocator announced an agreement to deliver asset allocation and portfolio construction methods to mutual prospects and clients. This agreement gives Rockfleet access to new and assorted portfolio construction and…
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Press Releases
3 September 2019

ScratchWorks Launches “Season 3”; Increases Investments in Past ScratchWorks Finalists

by INSART

ScratchWorks Launches “Season 3”; Increases Investments in Past ScratchWorks Finalists

ScratchWorks announced the launch of “Season 3” of its annual program to connect innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial…
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Press Releases
23 August 2019

BridgeMark Strategies Forms Strategic Alliance with Chalice Financial Network To Deliver Comprehensive Advisor Transitions Support And Services

by INSART

BridgeMark Strategies Forms Strategic Alliance with Chalice Financial Network To Deliver Comprehensive Advisor Transitions Support And Services

BridgeMark Strategies announced a strategic alliance with Chalice Financial Network. BridgeMark Strategies will offer its services and solutions on a discounted basis to Chalice’s community of over 48,000 independent financial…
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