December 17, 2020

Docupace Donates 90,000 Meals to Local Food Banks

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.

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December 17, 2020

Ameritas Selects Docupace as Back Office Platform

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.

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December 16, 2020

A-LIGN Ranks #10 in Consulting Magazine’s Fastest Growing Firms for Second Consecutive Year

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.

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December 16, 2020

Uncommon Giving to Introduce New Donor-Advised Funds Using InvestCloud

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.

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December 15, 2020

Credorax, Hero Gaming partner to accept, process payments

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.

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December 14, 2020

BST Awards 2020: Best integrated front-office platform: InvestCloud

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.

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December 10, 2020

Growing Legal Tech Partnerships? Agiloft’s New Leaders Dish on Way Forward

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.

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December 9, 2020

Boston Private Adopts Riskalyze Elite Firmwide

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.

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December 9, 2020

Consulting Magazine: The 2020 Fastest Growing Firms: A-LIGN

#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.

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