fbpx

280 CapMarkets: The Best Bond Prices Marketplace

280 CapMarkets is an innovation driven fixed income technology marketplace providing best execution support and price transparency to advisors, institutions and issuers.

benjamin: AI Matters Because One Size Doesn’t Fit All

benjamin helps advisors regain control of their time by streamlining processes and automating a myriad of time-consuming, yet imperative tasks so they can focus on what's truly important: their clients.

Copytalk: Unlimited Secure Mobile Transcription

Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency.

Mobile Assistant: Easy, Intuitive Way of Capturing The Dictation From Advisors

Mobile Assistant combines cutting-edge technology with the human touch, to deliver the highest quality dictation service to the financial and insurance industries.

Assurant: Next Generation Relationships Through Identity Theft Protection

Assurant, Inc. (NYSE: AIZ) is a global provider of risk management solutions, protecting where consumers live and the goods they buy.

When Financial Technology Partners With Compliance. GeoWealth and Foreside Interview

GeoWealth is a provider of cloud-based wealth management platform for advisors and institutional investors.

401GO: Focusing on Saving and Planning Instead of Fear and Angst

Operator of record keeping and administration services intended to offer 401k and other retirement plans.

The Tesla of Planning: NewRetirement

NewRetirement develops a retirement planning tool offering a combination of automated financial and retirement planning services.

InvestorCOM: Why Wealth Management Needs RegTech

InvestorCOM is a provider of regulatory compliance software and communications solutions.