Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced today that the company and its employees have teamed up to donate 90,000 meals through 100 food banks across the U.S. through its "Give Thanks By Giving Back" campaign. The donations took place over the past three weeks of December. "As a nationwide company serving a variety of firms on their financial planning and investment needs, we recognize that the vitality of our local communities is indispensable," said Ryan George, chief marketing officer at Docupace.
Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new relationship with Ameritas, a Lincoln, Nebraska-based insurance, employee benefits and financial services company to digitally enhance its back office operations and deliver across-the-board efficiencies for its affiliated financial professionals.
Consulting Magazine revealed that A-LIGN, a high-growth security and compliance partner that combines industry-leading expertise and innovative technology to accelerate audits, consolidate compliance projects, and drive new revenue, ranked #10 for the second consecutive year on its list of fastest-growing firms in 2020. Consulting Magazine recognizes the most successful companies in the industry based on three-year revenue growth and highlights the unique drivers for their financial success.
Online charitable giving platform Uncommon Giving will introduce investment donor-advised funds using the InvestCloud digital platform. Uncommon Giving is an innovator in democratized donor-advised funds for charitable giving. The firm is implementing InvestCloud's pre-integrated cloud-based platform to expand its digital capabilities across its client communications, automation and management for the investment component of its online platform UncommonGiving.com.
Smart payments provider and merchant acquiring bank, Credorax, and Malta-based gaming company, Hero Gaming, announced a partnership enabling Hero Gaming to accept and process payments from gamers across Europe, according to a press release. Hero Gaming will have access to Credorax's proprietary acquiring solution including value-added business services, approval rate optimization and analysis and proactive 24/7 merchant account monitoring.
This is an area that has been dominated by the likes of Charles River (now with State Street), Eze Software (now with SS&C Technologies), and Bloomberg (still an independent behemoth). So, it should come as something of a surprise that California-based InvestCloud was named this year’s winner in the best integrated front-office category. InvestCloud White is targeted toward the wealth management advisors and encompasses communication tools, digital advice, client management services, data warehousing, performance and risk management, billing, and accounting.
This week, contract lifecycle management Agiloft announced two recent hires that will work to revamp its partner program in a bid to increase revenue, expand software integrations and broaden its international reach. After announcing the company raised $45 million in August, Agiloft CEO Eric Laughlin hired Danielle Haugland later that month as the company’s global alliance director.
In this episode, David Armstrong, executive director of content at WealthManagement.com, speaks with Aaron Klein, founder and CEO of Riskalyze. Aaron introduces the firm’s digital technology designed to help financial advisors and their clients manage risk.
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment, investment analytics, and trading software, and Boston Private Wealth LLC (“Boston Private”) today announced an enterprise agreement to deliver industry-leading risk alignment and portfolio analytics to all advisors across the organization. Boston Private is a Barron’s Top 100 firm and provider of integrated wealth management, trust, and banking services.
#10. A-LIGN / REVENUE GROWTH: 243% / HQ: Tampa, FL. / A-LIGN is a technology-enabled security and compliance partner that helps global organizations take a strategic approach to confidently mitigate cybersecurity risks. We bring the people, process and technology platform organizations need to secure their summit, protect against future risks and build customer confidence. Consulting recently sat down with CEO Scott Price to talk about A-LIGN’s exceptional growth.
