Auquan Launches AI Agent for Credit & Deal Analysis
September 19, 20258 min
Private Credit Teams Can Use Auquan’s Credit Agent to Autonomously Analyze Lending Opportunities and Monitor Borrower Performance, Allowing Focus on Strategic Work
Insigneo Launches Alia 2.0 for Advisor Connectivity
September 5, 20255 min
The firm introduces a fully integrated tech solution that redefines how financial professionals manage client relationships, portfolios, and compliance.
Hebbia Joins Microsoft Azure AI Foundry for Finance Boost
August 28, 20254 min
Hebbia, a leading AI platform for finance, today announced the integration of GPT-5, available through Microsoft Azure AI Foundry, into its flagship platform, powering secure, AI-driven solutions at scale to investment banking, private equity, asset management, and credit teams. With advanced AI embedded in Hebbia’s Matrix platform, professionals can uncover critical insights they’d otherwise miss and accelerate high-value tasks—from due diligence and market intelligence to deal sourcing, contract analysis, and regulatory compliance. By leveraging Microsoft’s...
Carefull Launches ScamCheck to Protect Older Adults from Fraud
April 14, 20254 min
Carefull, the first financial safety platform built specifically for older adults and their families, announces the launch of Carefull ScamCheck, an AI-powered scam detection tool designed to instantly detect, analyze, and prevent scams before they cause financial harm. With financial fraud and scams on the rise, Carefull ScamCheck empowers users to quickly determine whether a text message, email, voicemail, or piece of physical mail is likely a scam—providing easy-to-understand results with expert-backed guidance on what...
insightsoftware Drives Global Expansion of JustPerform
April 4, 20255 min
Financial performance platform is now available in North America, the UK, Ireland, Australia, and New Zealand
Auquan Unveils AI Agent for Risk Monitoring in Finance
March 24, 20258 min
Investment and Credit Teams Can Now Autonomously Identify Emerging Portfolio Risks, Enabling Them to Focus on Timely Analysis and Decision-Making
Fin.Link Debuts Social Networking Feature for Financial Professionals
February 13, 20255 min
A New Era of Connection, Collaboration, and Growth in the Finance Industry
Fin.Link Welcomes Zander Heinen as President
January 22, 20255 min
Newly created role will facilitate user engagement and partnership growth
insightsoftware Acquires JustPerform for Unified Cloud-Based EPM
January 16, 20256 min
insightsoftware is the most comprehensive provider of solutions for the Office of the CFO. We turn information into insights, empowering business leaders to strategically drive their organization.
Silver Oak Securities Grows Midwest Reach with Pathway Financial Design
December 5, 20244 min
The $155 million Michigan-based financial planning firm brings multi-generational financial planning experience