March 25, 2021

RIA Intel

Riskalyze, a risk management and trading software company founded in 2011, was built by small customers. Thousands of individual financial advisors, or members of small practices, subscribe to its services to help investors establish their “Risk Number” and use it to guide the creation and management of portfolios.

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March 25, 2021

Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform

Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Hightower Advisors, a registered investment advisor with $80 billion assets under management and 115 advisory businesses across the U.S., today announced the deepening of their enterprise relationship providing all Hightower-affiliated advisors, who have chosen to purchase a license for Riskalyze, with access to the Riskalyze Trading automation platform.

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March 24, 2021

Derivative Path Acquisition Empowers ‘Main Street’ with Greater Access to Capital Markets

Derivative Path, a leading provider of capital markets technology and derivatives execution services to mid-sized U.S. financial institutions, has acquired Monetics, an innovative debt management platform servicing commercial real estate participants. The transaction democratizes access to capital markets by streamlining workflow between regional banks, credit unions, and the thousands of commercial clients they serve, while opening new revenue channels for the major Wall Street liquidity providers.

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March 23, 2021

OpenSesame announces partnership with Mind Tools for Business to expand its leadership and management library

OpenSesame, the elearning innovator, announced the addition of Mind Tools for Business to its popular OpenSesame Plus subscription to expand its selection of leadership, management and personal effectiveness online training courses. “At Mind Tools for Business, we are proud of the essential role that our digital learning resources and tools play in so many of our clients’ learning ecosystem,” said Nahdia Khan, Head of Learning Community and Customer Voice at Mind Tools for Business.

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March 23, 2021

Sunlight Financial Reports Full Year 2020 Results and Reaffirms 2021 Financial Metrics

Sunlight Financial (“Sunlight” or the “Company”), a premier, technology-enabled point-of-sale financing company in the process of completing a business combination with Apollo-affiliated Spartan Acquisition Corp. II (NYSE: SPRQ) (“Spartan”), today provided select full year 2020 metrics and reaffirmed the Company’s previously provided forecast for 2021 to 2023 funded loan volume, total revenue and Adjusted EBITDA.

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March 22, 2021

Egress Enhances Reporting Functionality to Support Organizations in Mitigating Email Security Incidents

Egress has today announced enhancements to its reporting functionality, equipping customers with full visibility of their email security risk. Egress Analytics is available as part of Egress Prevent, Egress’ flagship solution which utilizes contextual machine learning to mitigate the risk of human-activated email data breaches. Egress Analytics enables organizations to track employees’ interactions with Prevent’s advice prompts across multiple sources of email risk, including:

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March 18, 2021

True Potential profits up 59% at record high

True Potential boosted profits by 59 per cent last year to reach £74m, despite the global pandemic. In its annual results reported today, the company said group turnover was also up by 28 per cent to £184.9m. This is up from £144.9m in 2019 and £121m in 2018. True Potential said the enforced changes brought about by lockdowns and restrictions saw the company launch a new digital software and processes for clients and its financial advisers, which was a key factor in these financial results.

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March 17, 2021

Sunlight Financial Secures Nearly $2.5 Billion Over Three Years in Solar Financing Through Expanded Partnership with Tech CU

Sunlight Financial, a premier, technology-enabled point-of-sale residential solar financing platform, today announced that Tech CU, a Silicon Valley-based credit union, has committed to fund another nearly $2.5 billion in residential solar and storage systems sold and installed by Sunlight partners over the next three years, expanding upon a long-term partnership between Sunlight and Tech CU that began in 2015.

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March 16, 2021

Centaur Hedge Fund clients produce strong performance in 2020

The company says that increased market volatility caused by the Covid-19 pandemic, optimism over vaccines, US elections and huge government stimulus programmes created a set of opportunities for hedge funds to prove their worth, and on the whole, they responded well. Almost 10 per cent of Centaur's clients generated returns in excess of 50 per cent, with nearly 25 per cent of our clients posting gains of over 20 per cent. In addition, more than 35 per cent of our client portfolios grew between 10-20 per cent.

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