Wealth Management

 BNY Mellon's Pershing X, a technology provider within BNY Mellon announced collaborations with Salesforce, the global leader in customer relationship…

Wide majority believe AI will be an investing and trading game changer and will help Financial Advisors better serve clients Most also believe AI…

OpenFin, the operating system (OS) of enterprise productivity, announced it has partnered with Dow Jones to integrate trusted news, unique insights…

Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley’s vast intellectual capital to…

Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions BetaNXT, a provider…

Metalpha Technology Holding Ltd, a leading wealth management company for digital assets, has announced a partnership with the Litecoin Foundation Ltd,…

Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio Solutions…

Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is honored to welcome Mike Zebrowski as…

Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the…

First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of Finantech SpA, a Chilean based…