wealth management technology
The latest news about wealth management technology: headlines, AI summaries and the full story from every source.
- Fi-Tek and BetaNXT's TrustWealthX Named Finalist for WealthTech of the Year
- BetaNXT Partners with Pave Finance to Enhance Wealth Management Portfolio Capabilities
- FIDx Wins MMI/Barron's Award for Emerging Technology in Insurance Overlays
- J.P. Morgan Asset Management's 55ip Integrates Tax-Smart Technology into Anthropic's Claude for Financial Advisors
- FLX Networks Appoints Alvi Abuaf and Eric Lordi to Advisory Board
- Bill Harris Launches Evergreen.ai, an AI-Powered Financial Advice App
- Anthropic Launches AI Platform to Assist Financial Advisors
- Vanguard's Acquisition of Altruist Seen as a Strategic Move for RIA Vendors
- Aqua Launches Turnkey Alternative Investment Platform with $18.8 Million in Funding
- Orion Expands AI Platform, Reports Significant Growth in Assets