fbpx
Press Releases
11 October 2021

Docupace has acquired PreciseFP, an award-winning client-onboarding platform

by INSART

Docupace has acquired PreciseFP, an award-winning client-onboarding platform

Docupace has acquired PreciseFP, an award-winning client-onboarding platform that removes the hassle of collecting client financial data for wealth managers and financial advisors.
> Find Details
Press Releases
5 May 2021

FMG Suite Launches New Tools and Educational Resources in Response to the Modernized SEC Marketing Rule

by INSART

FMG Suite Launches New Tools and Educational Resources in Response to the Modernized SEC Marketing Rule

FMG Suite and its recently acquired brand Twenty Over Ten announced the launch of new tools to help financial professionals leverage customer testimonials in their digital marketing.
> Find Details
Press Releases
29 April 2021

CogniCor Launches New AI-Powered Digital Assistants To Accelerate Productivity For Wealth Management Firms And Financial Advisors

by INSART

CogniCor Launches New AI-Powered Digital Assistants To Accelerate Productivity For Wealth Management Firms And Financial Advisors

CogniCor, the provider of artificial intelligence-powered digital assistants for the wealth management industry, today announced the launch of three new digital assistant modules.
> Find Details
Press Releases
15 April 2021

GCF Launches “FinVal” Business Valuation Technology Platform for Financial Advisors

by INSART

GCF Launches “FinVal” Business Valuation Technology Platform for Financial Advisors

Digital valuation tool will enable Financial Advisors to simply and easily generate comprehensive business valuations, creating new opportunities to work with high-potential business owner prospects and clients.
> Find Details
Press Releases
14 April 2021

Skience Hires First Chief Product Officer Chris Zuczek

by INSART

Skience Hires First Chief Product Officer Chris Zuczek

Skience, a leading financial services digital enablement provider and consultancy, today continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief…
> Find Details
Press Releases
14 April 2021

Retail drove the investor revolution in Q1

by INSART

Retail drove the investor revolution in Q1

Retail investing surged in Q1, as quarterly trading volume and asset growth rose 45% and 33% respectively from 4Q20, according to new data released from DriveWealth.
> Find Details
Press Releases
9 April 2021

d1g1t ANNOUNCES STRONG GROWTH

by INSART

d1g1t ANNOUNCES STRONG GROWTH

d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced the company has significantly grown its business over the…
> Find Details
Press Releases
8 April 2021

DriveWealth and Templum Join Forces to Power the $11.5 Trillion Alternative Asset Industry with Digital Fractional Trading Platform

by INSART

DriveWealth and Templum Join Forces to Power the $11.5 Trillion Alternative Asset Industry with Digital Fractional Trading Platform

DriveWealth, LLC, a global brokerage infrastructure platform, today announced its partnership with Templum, Inc., a provider of next-generation capital markets infrastructure for alternatives and private securities.
> Find Details
Press Releases
8 April 2021

Lifeworks Advisors Launches New Video Podcast Series – The Future of Advice

by INSART

Lifeworks Advisors Launches New Video Podcast Series – The Future of Advice

Lifeworks Advisors, a fast-growing independent RIA firm, announced today that the company has launched a new thought leadership video podcast series – The Future of Advice™.
> Find Details
Press Releases
31 March 2021

AlphaTrAI names Bruce Lavine President, Asset Management

by INSART

AlphaTrAI names Bruce Lavine President, Asset Management

AlphaTrAI, Inc., a venture-backed, asset management firm that delivers alpha through transformative artificial intelligence, announced that Bruce Lavine has been named President, Asset Management.
> Find Details