Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, Intelliflo is also separating its UK-focused business from its US side, where ...
What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...
Zocks secures $45M Series B funding co-led by Lightspeed and QED to expand AI capabilities for financial advisory firms ...
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Flourish, a wealthtech platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, today announced the launch of its QuickBooks and ...
Partly in response to user requests, her company’s cloud-based application, which runs on tablet devices or desktop computers, can now provide daily updates and analytics, she said. She called the ...
With the new funding, Zocks will continue to expand its agentic AI capabilities beyond automating administrative work. It can help advisors identify new planning opportunities across their entire book ...
Zocks raises $45M to expand its AI platform for financial advisors with deeper automation and enterprise features.
A group of private-equity firms led by Permira and Warburg Pincus has clinched a deal to acquire investment and accounting software maker Clearwater Analytics for about $8.4 billion, including debt ...
Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...
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