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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.

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.