Strategic Revenue Management
Investment and Budget Allocation
Wealthspire Expands Advisory Capabilities with Sellwood Investment Partners Acquisition
Sellwood Investment Partners, which has been running since 2012, offers advisory and discretionary investment work to endowments, foundations, retirement plans, and wealthy individuals, known...
Investment and Budget Allocation
CapIntel Integrates Tax Analysis into Investment Proposal Workflow
CapIntel revealed a new tax analysis feature it has developed recently. Through this feature, financial advisors will be able to evaluate and present tax-related...
News
Consensus to Acquire Peel, Launching AI-Powered Conversational Demo Platform for Revenue Teams
Consensus has entered into a definitive agreement to acquire Peel, marking a strategic move to redefine how businesses engage buyers and drive revenue. The...
Investment and Budget Allocation
SkySparc Expands Treasury Capabilities with Acquisition of Covarius and Uniun
SkySparc has acquired Covarius Group Limited and Uniun Technology Limited to strengthen its global treasury transformation offerings and accelerate its European expansion. The move...
Quick Byte
Digits Unveils MCP Server to Power Real-Time AI-Driven Accounting Workflows
Digits has launched the MCP Server, allowing accountants, finance departments, and business owners to integrate AI tools such as Claude, ChatGPT, and Cursor with...
News
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...
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...
Investment and Budget Allocation
Northern Trust and Saphyre Deepen Partnership to Streamline Investment Account Lifecycle Management
Northern Trust has deepened its partnership with Saphyre to help Investment Operations Outsourcing (IOO) clients raise operational efficiency. It features new tools to support...
