ETF Action is pleased to announce the rollout of several significant upgrades to its platform, including the introduction of a new Dashboard…

Unmatched combination of power, speed, and efficiency FINCAD, a pioneer in providing pricing, modeling, and risk analytics, announced its…

Formerly known as Advisor Branded Marketing, Bamboo helps financial professionals accelerate growth of their financial planning business eMoney…

General Catalyst leads investment in software platform that provides CFOs with real-time data and insights needed to make informed financial decisions…

Insurance and financial services leader rapidly migrates to AWS to unlock data-driven insights, automate processes in the cloud, and deliver new…

ONESCO approves RightCapital Financial Planning Software for its advisor network RightCapital and The O.N. Equity Sales Company (ONESCO) announced…

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced it has completed the…

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced the appointment of…

Global Atlantic joins SIMON’s insurtech platform, which offers powerful allocation and income analytics to wealth managers in one centralized…

Adds best-in-class, curated content from leading educational providers to the recently-launched Surgent IQ online skill-building platform for…