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Conquest Planning Delivers Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs
Conquest has expanded its AI-powered financial advice platform to independent financial advisors and registered investment advisers (RIAs), making its Strategic Advice Manager (SAM) available...
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Dispatch API Unlocks Embedded Custodial Workflows for Wealthtech Platforms and AI Assistants
Wealth management data infrastructure provider Dispatch has officially launched the Dispatch API, externalizing its wealth operations platform for third-party wealthtech platforms, fintech developers, and...
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MEX Exchange Appoints Brian Liedberg as Chief Revenue Officer
MEX Exchange, the institutional electronic trading platform of MultiBank Group, has announced the appointment of Brian Liedberg as Chief Revenue Officer and Global Head...
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Abstract Names Jonathan Eller Chief Revenue Officer
Abstract, the pioneer of composable security operations, named Jonathan Eller as its first Chief Revenue Officer. Eller will own global sales, channel, customer success,...
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Continuous Portfolio Intelligence: How Arcana’s iOS App Reshapes Revenue Management for Asset Managers
Arcana, the portfolio intelligence platform, unveiled that it is coming out with a native Arcana Analytics App on iOS which would provide investment professionals...
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SciFin Unveils Context Convergence Architecture to Eliminate Data Fragmentation across Enterprise Revenue Operations
In their quest to close the systemic context gap that has always been the Achilles heel for B2B sales, marketing, and revenue operation teams,...
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PitchBook Integrates Private Capital Market Data into OpenAI’s ChatGPT for Financial Services
Private market intelligence platform PitchBook, a business unit of Morningstar , has officially partnered with OpenAI to integrate its private capital dataset directly...
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Intapp Partners with OpenAI to Deliver Governed DealCloud Integration via New Celeste Plug-In for Financial Services
Enterprise software provider Intapp has announced a strategic collaboration with OpenAI to launch its DealCloud with Celeste plug-in for ChatGPT for Financial Services. The...
