HighPeak Launches AI-Driven Platform Delivering Precise, Predictive Healthcare Cost Insights for…
HighPeak, a cutting-edge AI solution backed by Prudential, today unveiled its precision planning platform designed to forecast future healthcare…
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Financial Advisors
Vanilla Launches V/AI Copilot, an Estate Planning Assistant for Advisors
The industry’s first AI-driven estate planning assistant accelerates the planning process, delivering greater value to advisors and their…
Snappy Kraken Unleashes AI to Turbocharge Advisors’ Email Marketing Efforts
Innovative AI-powered email builder serves as all-in-one, time-saving solution for crafting captivating emails
Snappy Kraken, the martech…
Bitsy Launches Version 2 of Its Platform
New platform and integration partners prove value, need, and uniqueness of Bitsy's offerings
Financial advisor automation software company Bitsy is…
FP Alpha, The AI-driven Advanced Planning Software, Releases 2nd Generation Tax Projection Tool, The…
FP Alpha, an AI-driven advanced planning platform for financial advisors, announced the next iteration of its tax projection tool, bolstering its…
Holistiplan Partners with Seeds Investor to Help Advisors Deliver Purposeful and Personalized…
Partnership will afford financial professionals easy access to Holistiplan’s award-winning software, helping individuals and families optimize…
FMG Takes Leadership Position in Artificial Intelligence Capabilities Through the Acquisition of…
FMG, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced its acquisition of…
Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be…
More than half of advisors believe that their firm is taking on too many AI pilots at once or that AI tools are too complicated to use
Although…
Financial Advisor Marketing Innovator Snappy Kraken Acquires Advisor Websites
With this acquisition, Snappy Kraken will significantly grow market share while simultaneously expanding its capabilities for serving advisors…
Pontera Integrates with Morningstar Office to Enable Management of Held Away Assets
Integration paves way for Morningstar Office users to securely and compliantly trade and manage 401(k)s and other accounts
Financial technology…
