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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.

Docupace: New Solutions and Integrations to Reduce Clients’ Overhead and Increase Productivity

Docupace Technologies is the provider of secure and compliant electronic processing solutions for financial services firms and their advisors.

Customization vs. Control in Wealth Management: MyVest and F2 Strategy Research Project

MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.

Responsive AI: A Holistic Framework with Human-Centric AI

Responsive AI is the only enterprise wealth solution focused on machine intelligence enhanced human advice.

Cboe Global Markets: More Options, More Opportunities

Cboe Global Markets, Inc. (Cboe) is a global exchange operator that drive the global marketplace forward through product innovation, leading edge technology and seamless trading solutions.

HiddenLevers: Business Intelligence That Keeps Risk under Control

HiddenLevers is a portfolio stress testing platform for financial advisors worldwide.

BNP Paribas Asset Management: Leveraging the Banking Ecosystem with WealthTech Solutions

BNP Paribas Asset Management is the investment management arm of BNP Paribas, one of the world’s major financial institutions.

Advicent: Financial Planning to Improve Conversation between Advisors and their Clients

The provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada.