Tag:
financial planning
News
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,...
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Advyzon Integrates Andes Risk Expertise to Expand Behavioral Finance and Risk Analytics for Advisors
Advyzon, a leading all-in-one technology and portfolio management platform for financial advisors and investment managers, has announced a strategic integration of Andes Risk, an...
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Zeni Launches AI Accounting Agent to Automate Complex Accounting Workflows
Zeni announced the launch of its AI Accounting Agent, an autonomous solution that handles transaction processing, reconciliations, flux analysis, and receipt matching with machine-level...
