financial professionals

Concorde Investment Services Announces Adoption of AltsIllustrator

January 8, 20264 min

Concorde Investment Services, a leading independent broker-dealer and registered investment adviser platform serving financial advisors nationwide, today announced the firmwide adoption of AltsIllustrator™, an innovative analytics and comparison platform developed by two financial advisors within the Concorde system. The new tool is now available to all Concorde-affiliated advisors to support deeper due diligence, clearer investment comparisons and more informed client recommendations regarding Section 1031 exchange investments via Delaware statutory trust offerings. AltsIllustrator was created by experienced advisors...

by BusinessWire

Compliance & Scoring

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

by BusinessWire

Platforms

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.

by BusinessWire

Investments

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...

by BusinessWire

Platforms

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...

by GlobeNewswire

Platforms

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

by BusinessWire

Risk Management

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

by PRNewswire

Platforms

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

by PRNewswire

Investments

Fin.Link Welcomes Zander Heinen as President

January 22, 20255 min

Newly created role will facilitate user engagement and partnership growth

by insightsoftware

Platforms

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.

Older Posts