fbpx
Press Releases
29 May 2020

Regal Holdings Selects InvestorCOM to Meet Compliance for Regulation Best Interest

by INSART

Regal Holdings Selects InvestorCOM to Meet Compliance for Regulation Best Interest

InvestorCOM, the provider of regulatory compliance software and communications solutions for the financial services industry, today announced Regal Holdings of Kentwood, Michigan has selected InvestorCOM's Reg BI compliance platform to meet the…
> Find Details
Press Releases
21 May 2020

Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

by INSART

Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

Smarsh announced the acquisition of Entreda. Entreda will continue to operate under its own brand and under the leadership of Co-Founder and CEO Sid Yenamandra, as a stand-alone, wholly owned…
> Find Details
Press Releases
13 May 2020

TradingFront Partners with Interactive Brokers to Launch Next-Gen, All-In-One Digital RIA Platform

by INSART

TradingFront Partners with Interactive Brokers to Launch Next-Gen, All-In-One Digital RIA Platform

TradingFront, working with Interactive Brokers, announced the launch of an integrated white-label advisor and client platform to power the growth of the RIA industry.
> Find Details
Press Releases
13 May 2020

Twenty Over Ten Launches Integration With Wealthbox to Save Financial Advisors Time, Maximize Lead Generation, Strengthen Relationships And Automate Marketing

by INSART

Twenty Over Ten Launches Integration With Wealthbox to Save Financial Advisors Time, Maximize Lead Generation, Strengthen Relationships And Automate Marketing

Twenty Over Ten announced a new integration with Wealthbox. This new integration is a contact sync between Wealthbox and Lead Pilot, where advisors can sync contacts from Wealthbox to Lead…
> Find Details
Press Releases
8 May 2020

Entreda Selected To Join FINRA’s Preferred Pricing Program And Provide Award-Winning Cybersecurity Compliance Solution To Wealth Management Firms

by INSART

Entreda Selected To Join FINRA’s Preferred Pricing Program And Provide Award-Winning Cybersecurity Compliance Solution To Wealth Management Firms

Entreda announced that it has joined FINRA's Preferred Pricing Program of FINRA, which allows FINRA member firms and financial advisors to become new Entreda clients.
> Find Details
Press Releases
5 May 2020

Twenty Over Ten Introduces Ambassador Program – Affiliates to Make 12% of Net Sales

by INSART

Twenty Over Ten Introduces Ambassador Program – Affiliates to Make 12% of Net Sales

Twenty Over Ten announced the launch of the Lead Pilot ambassador program to better support and incentivize marketing agencies, consultants, and others who work directly with financial advisors and insurance…
> Find Details
Press Releases
30 April 2020

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List

by INSART

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List

Twenty Over Ten was named to the WealthTech 100 list, an annual list of 100 of the world’s most innovative WealthTech companies. Finalists were recognized for their innovative use of…
> Find Details
Press Releases
29 April 2020

Docupace Secures Growth Equity Investment from FTV Capital

by INSART

Docupace Secures Growth Equity Investment from FTV Capital

Docupace announced it has secured a significant growth equity investment from FTV Capital. This investment enables Docupace to expand its product and service offerings to its broker-dealer, RIA and insurance…
> Find Details
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…
> Find Details
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…
> Find Details