AdvisorEngine Adds AI, Data Access, and  Workflow Automation to Platform

AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances advisory firm workflow processes AdvisorEngine Inc. announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools. During its tenth client conference, the wealth management technology company shared with the audience that it is integrating with popular AI notetakers Jump, Zeplyn and...

VIP Software Promotes Key Leadership to Drive the Future of Insurtech

VIP Software, a leader in enterprise claims technology, is proud to announce the promotion of Nikolaos Lefkimiotis to Chief Product Officer (CPO) and the addition of Anthony Satira as Director of Analytics and Product Manager. These strategic leadership moves underscore VIP Software’s commitment to innovation and its vision to revolutionize the insurance industry through its flagship products, BAP™ and mimia™. As CPO, Niko will continue to drive innovation across BAP™ and mimia™, leading integration efforts with industry giants such as Guidewire, CoreLogic® (now Cotality™), and...

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