The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.

Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that ...

BNY Mellon’s Pershing X unveiled its long-anticipated multicustodial wealth management platform on Tuesday during Pershing’s annual INSITE conference, held in Orlando, Fla. Dubbed Wove, the ...

PHILADELPHIA, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Ridgeline, the cloud platform purpose-built for investment management firms, today announced that Tower Bridge Advisors, a Philadelphia-area wealth ...

Publicly traded banking and financial institution Alliance Bank Malaysia Berhad has announced its partnership with software house and IT services provider Comarch to launch a digital wealth platform.

SINGAPORE, June 2, 2025 (EZ Newswire) -- Kristal, opens new tab, an AI-powered digital wealth management platform based in the Middle East and Singapore, today announced the launch of its $25–$30 ...

NEW YORK--(BUSINESS WIRE)--Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a ...

The wealth management sector is undergoing a technological revolution, integrating advanced systems into its operations. This transformation promises cost reductions, innovative business models, and ...

Range is a clean, ambitious platform for high earners who want to centralize everything (investments, taxes, estate plans, and more) under one roof. It’s not a brokerage, it’s not a spreadsheet, and ...

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the new year.

Temenos Wealth is awarded 'best-in-class' status for integrated portfolio management and securities trading platform for wealth managers and private bankers GENEVA, Switzerland, Aug. 04, 2022 (GLOBE ...