GReminders Launches AI “Do Anything” Assistant for Advisors
July 24, 20256 min
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts
Between no-cost Essentials and premium Overwatch, institutions trust Delfi with over $1.7T in assets
PNC Bank and Coinbase Partner to Expand Digital Asset Services
July 23, 20253 min
PNC Bank today announced a strategic partnership with Coinbase aimed at expanding access to trusted, secure, and innovative digital asset solutions to PNC’s banking clients and institutional investors. PNC will also provide select banking services to Coinbase, reflecting both companies’ commitment to a more resilient digital financial system. This partnership brings together PNC’s legacy of client service and innovation with the institutional-grade infrastructure of Coinbase’s Crypto-as-a-Service (Caas) platform to power secure, scalable crypto access for PNC’s clients. PNC and Coinbase will work together to...
Airwallex Named Company of Good for Social Impact in Singapore
July 21, 20257 min
Airwallex, a leading global financial platform for modern businesses, has been recognised as a Company of Good (COG) by the National Volunteer & Philanthropy Centre (NVPC) for its meaningful and growing contributions to corporate purpose and community impact in Singapore. This national recognition affirms Airwallex’s ongoing commitment to building a more inclusive and sustainable future through purposeful business practices, in line with the Forward Singapore movement and COG’s five pillars: People, Society, Governance, Environment, and...
Provenir Named Strong Performer in 2025 AI Platforms Report
July 18, 20254 min
Per the report, “Provenir best fits customers who want an all-in-one decisioning solution that includes credit risk, fraud and identity management, collections, and customer management.”
Shield, a leading provider of digital communications governance and archiving, today announced the availability of their generative and genetic AI suite in the new AI Agents and Tools category of AWS Marketplace. Customers can now use AWS Marketplace to easily discover, buy, and deploy AI agents solutions, including Shield AmplifAI, using their AWS accounts, accelerating AI agent and agentic workflow development. Shield AmplifAI helps financial institutions stay ahead of compliance risk with an additional layer...
Dakota Raises $12.5M Series A to Revolutionize Business Banking
July 17, 20259 min
Dakota, the crypto-integrated business banking platform, today announced it has raised $12.5 million in a Series A funding round led by CoinFund, with participation from 6th Man Ventures (6MV) and Triton Ventures. The new capital will accelerate Dakota’s mission to build the world’s first globally accessible business bank account, combining the speed and transparency of stablecoins with the safety of U.S. Treasuries to enable modern, borderless finance. Founded by veterans from Coinbase, Square, and Airbnb, Dakota is reimagining how...
Xlence Integrates Trading Central, Trusted by 100M Investors
July 17, 20254 min
Xlence activates Trading Central’s full suite, available on all live and demo accounts. Developed by Wall Street experts and financial AI Data Scientists, Trading Central offers data-driven trading ideas, AI sentiment tools, and award-winning analysis. Clients of Xlence can explore trading concepts, efficiently manage risk, validate ideas more quickly, take advantage of opportunities that they might otherwise overlook, and access Trading Central tools at an additional cost. Everything You Need. All in One Place. Highlights of the...
Highnote Expands Unified Platform with Instant Payments Launch
July 16, 20255 min
New solution leveraging Visa Direct and Mastercard Move delivers near real-time payouts1 from Highnote-issued cards to external debit and prepaid cards, addressing the growing need for faster, more flexible disbursements
Advisor360° has been recognized as a Summiteer in a new research report from The Oasis Group, a leading consultancy for the wealth management industry. The Summiteer designation is reserved for the highest-performing WealthTech platforms—those with comprehensive and flexible product offerings that meet the needs of a broad cross-section of wealth managers. The Peaks Research for Wealth Platforms evaluates how the industry’s top technology platforms empower wealth management firms to better serve clients, analyzing ideal customer personas, strengths, areas for improvement, and...