Tag:
financial planning
Investment and Budget Allocation
Dynamic Advisor Solutions Expands South Carolina Presence Through Capasso Partnership
Dynamic Advisor Solutions, who does business as Dynamic Wealth Advisors, has ventured into South Carolina via a partnership with Capasso Planning Partners, a registered...
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Advisor360° Partners with Conquest Planning to Integrate Financial Planning into Advisor Workflows
Advisor360° has joined hands with Conquest Planning to offer financial planning services within its platform, an effort to streamline operations and make the entire...
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Savvy Wealth Unveils AI Platform to Transform Advisor-Led Financial Planning
Savvy Wealth has introduced Savvy Intelligence, a new AI-powered platform designed to reshape how financial advisors manage and deliver client services. The launch marks...
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Apex Fintech Solutions and Wavvest Partner to Bring AI-Driven Financial Planning to Advisors
Apex Fintech Solutions has entered into a strategic partnership with Wavvest to deliver AI-powered financial planning tools to advisors operating on Apex’s custodial infrastructure....
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Jump Integrates IRS-Verified Financial Data into AI Advisor Platform Through TaxStatus Partnership
Jump has introduced the first integration of IRS-verified financial information within an AI-powered advisor platform through a new partnership with TaxStatus, marking a notable...
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Arizent Launches “AI Answers”, A New Frontier in Market Intelligence for Financial Services
Arizent, a leading business information and publishing company, has launched “AI Answers,” an AI‑powered research experience designed to revolutionize how financial services professionals access...
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Zocks Secures $45M Series B to Expand Agentic AI From Advisor Efficiency to Growth
Zocks, a privacy-first AI platform built for financial advisors, has raised $45 million in Series B funding to accelerate the evolution of its technology...
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Uprise and HoneyBook Team Up to Simplify Tax Planning and Financial Decisions for Small Businesses
Uprise, an embedded tax and advisory platform focused on simplifying tax filing and financial planning for entrepreneurs, has announced a new partnership with HoneyBook,...
