BetaNXT partners with Pave Finance to bring portfolio management and optimization software to wealth advisors and RIAs ...

The collaboration unites BetaNXT's scale and market presence with Pave's portfolio management and optimization capabilities. The companies are joining forces to help firms deliver more personalized ...

We take pride in our financial planning work. It’s a big selling point for clients to hire us. It’s not just about investment management and telling people how their investments are allocated and what ...

Even though BNY Pershing executives had previously credited the Wove advisor desktop for helping it win new wealth management ...

And so it's notable this month that the specialized planning technology platform Wealth.com has announced a whopping $65 million Series B funding round led by Charles Schwab, which per its press ...

IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news ...

Iress Ltd has announced a strategic partnership with Thoughtworks to modernize its core wealth platforms and embed artificial intelligence, aiming to drive growth and efficiency. Iress, AU000000IRE2, ...