Thursday, April 9, 2026

SMArtX Expands Manager Marketplace with New Strategies from 20 Asset Managers

SMArtX Advisory Solutions has expanded its Manager Marketplace by adding new investment strategies from 20 leading asset management firms, further strengthening its managed accounts platform. Three hundred seventy-two asset managers joined...

o9 Solutions Appoints Gabe Cortes as Chief Financial Officer

o9 Solutions, a leading software company that is powering enterprise planning and decisioning models...

Curinos Appoints Craig Henderson as Chief Financial Officer

Curinos, a provider of AI-first decision intelligence for financial institutions, announced the appointment of...

TapClicks Expands AI Platform to Automate Marketing Insights and Reporting

TapClicks has revealed a major expansion of its AI-powered platform, unveiling highly advanced features...

Data Axle Introduces SignalFuse™ to Deliver Real-Time Intelligence for Go-to-Market Teams

Data Axle revealed the introduction of SignalFuse, an innovative intelligence component integrated into the...

SMArtX Expands Manager Marketplace with New Strategies from 20 Asset Managers

SMArtX Advisory Solutions has expanded its Manager Marketplace by adding new investment strategies from 20 leading asset management firms, further strengthening its managed accounts platform. Three hundred seventy-two asset...

Advisor360° and GWN Securities Deepen Partnership to Enable AI-Driven Advisor Workflows

Advisor360° has announced an expanded partnership with GWN Securities, Inc., reinforcing its commitment to advancing AI-driven innovation in wealth management. GWN is rolling out Parrot AI - Advisor360's smart...

Health iPASS and Sunbit Partner to Transform Patient Financing and Collections

Health iPASS and sunbit have teamed up to slot flexible patient financing right into their payment systems. It seems patients will now get better support at every step -...

FactSet Announces Josh Warren as Chief Financial Officer

FactSet  a global financial digital platform and enterprise solutions provider,  announced that Joshua B. Warren has been appointed Chief Financial Officer, effective April 13, 2026. He will succeed Helen...

InvestSuite Launches StoryTeller to Transform Performance Reporting into Real-Time Dialogue

Thing is, InvestSuite just dropped StoryTeller, AI-driven stuff meant to make how financial pros talk to clients feel less robotic. It doesn't hand you charts or spreadsheets anymore. Instead, it turns...

Zocks MCP Connects Client Intelligence to AI Tools for Smarter Financial Advisory Workflows

Zocks, a privacy-first AI assistant designed specifically for the financial services industry, has revealed its Zocks MCP, a new feature that connects the comprehensive...

CROFirst Weekly Roundup: Ripple, Blue Vault, commercetools, eMoney Advisor, and WellStack &More

Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, digital asset management, B2B commerce, client engagement,...

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InvestSuite Launches StoryTeller to Transform Performance Reporting into Real-Time Dialogue

Thing is, InvestSuite just dropped StoryTeller, AI-driven stuff meant to make how financial pros talk to clients feel less robotic. It doesn't hand you...

TapClicks Expands AI Platform to Automate Marketing Insights and Reporting

TapClicks has revealed a major expansion of its AI-powered platform, unveiling highly advanced features aimed at automating the marketing analysis, delivering actionable insights, and...

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