BitGo Unveils Modular Digital Asset Operating Model for Banks

BitGo Holdings, Inc., the digital asset infrastructure company, today introduced a modular bank-ready operating model designed to help financial institutions evaluate, launch, and scale digital asset capabilities within an established legal, compliance, risk, and operational framework. The modular model brings together custodial wallets, trading, settlement, staking, stablecoins, wealth management, licensing and API infrastructure in a modular offering built for a wide range of institutional use cases. Financial institutions increasingly face pressure to engage with digital...

Zephyr Integrates ByAllAccounts to Expand Advisor Data Access

Zephyr, a subsidiary of Informa plc, and a recognized leader in asset and wealth management software today announced an integration with Morningstar’s ByAllAccounts, a premier data aggregation platform serving the wealth management ecosystem. This integration marks a significant step forward in transforming the way advisors are using Zephyr software to manage client data and deliver value. “This integration underscores Zephyr’s commitment to equipping advisors with cutting-edge tools that enhance their ability to serve clients effectively,”...

Shade Tree Advisors Introduces AI To Its Multi-Family Office Operations

The Firm Partners with Eton Solutions to Cut Processing Time by 80%,  Redirecting Valuable Staff Time Toward Clients and Financial Planning Decisions Shade Tree Advisors, a multi-family office serving high-net-worth families, is working with EtonAI™ by Eton Solutions to significantly streamline its operations. Eton Solutions’ wealth management platform supports more than $1.4 trillion in assets for over 1000 of the world’s wealthiest families. By integrating the company’s artificial intelligence into its core workflows, Shade Tree...

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