Bank of Singapore and Hong Leong Bank are adopting Arta AI, joining a growing network of banks and wealth platforms leveraging Arta's platform to transform their wealth offerings
Docupace’s award-winning platform transforms how financial advisors capture critical info and engage clients
Ecosystem of Capabilities and Focus on Business Expansion to Drive Strategic Growth
Intelligent Solutions Demonstrate Company’s Commitment to Creating a Smarter Financial Future for Wealth Management Partnerships with Leading AI Technology Firms smartKYC and Zocks Accelerate Smarter Client Onboarding, Proactive Risk Insights and Personalized Advisor-Client Collaboration
From onboarding to retention—learn the new rules of client relationship management.
FP Alpha, the premier AI-driven wealthtech platform for financial advisors, today announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed to empower financial advisors with deeper, more actionable insights while streamlining the estate review process. This enhanced capability marks a significant evolution in how advisors approach estate planning. By harnessing advanced AI-powered data extraction, FP Alpha now delivers hundreds of data points up from 30 directly from estate planning...
Bankjoy, a leading digital banking provider, today unveiled JoyCompass, a next-generation personal finance platform that helps community financial institutions (CFIs) drive growth through client engagement. The announcement was made at the Corelation Customer Conference in San Diego, where Bankjoy is showcasing its groundbreaking platform to industry leaders. JoyCompass represents a fundamental shift in personal financial empowerment. The platform is seamlessly embedded into users’ digital banking experience, helping credit unions and community banks fulfill their mission of...
Wealth transfer to women is reshaping financial advice. Advisors must evolve with tech, empathy, and tailored strategies to stay relevant.
SMArtX Advisory Solutions has integrated BlackRock’s Advisor Center, powered by Aladdin® technology, into its platform, equipping asset managers and advisors with insights and resources to help grow their business. The launch of Advisor Center within the SMArtX UMA trading platform creates a more comprehensive experience for users and enables them to better analyze portfolios from a performance, risk, and cost perspective. “We are excited to collaborate with BlackRock to offer Advisor Center,” said Brad Haag, EVP...
New platform brings firm’s signature visual storytelling, actionable insights to financial advisors
