An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...
Some financial advisors take a hands-on approach when it comes to managing client assets. While this is a great practice, the hands-on financial advisor could make better use of their time instead of ...
OneAdvisory, a wealthtech platform launched in late 2022 that manages client data for registered investment advisors, has raised $8 million in seed capital, bringing its total funding to $10.6 million ...
Payment and expense management platform Mesh has added a travel management platform to its offerings, targeting clients with complex global travel management needs, the company announced.
Avrio Worldwide Pbc (Avrio) announces the sale of its broker-dealer Arkonis Capital LLC (Arkonis) and its Transfer Agent, BlockAgent Inc. (BlockAgent) to NANT Global Financial Inc. (NANT) for the ...
Buying the agentic AI-powered tech firm gives CM platform a tool that connects drawings, specs and schedules from several ...
There has never been a time in the workplace like the one we’re currently in. Workers have more tools to stay connected remotely than ever before. And yet, we’re still grappling with the question: How ...
The Bank of New York Mellon Corp. is launching an alternatives investment platform for wealth intermediaries and financial advisors. Called Alts Bridge, the platform will provide users with access to ...
With One unified SaaS platform, customers and partners achieve unparalleled visibility and complete control over all certificates, keys, devices, workloads, clouds and configurations with scalable ...
Rootly, a startup developing a platform to help automate companies’ responses to incidents like website outages, today announced that it raised $12 million in a Series A funding round led by Renegade ...
LAGOS, Nigeria, January 14, 2026 (EZ Newswire) -- Cardtonic has launched Pil, a B2B spend management platform developed to ...
Platform Advisors, the professional services arm of Platform Accounting Group, has launched Platform Wealth Advisors, a national wealth management advisory practice. Processing Content The launch ...
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