Zocks Launches AI-Powered Document Intelligence to Automate Financial Planning Data Entry December 3, 2025
Evergreen Wealth Launches Initiative to Boost Philanthropic Giving Through Donor-Advised Funds November 20, 2025
Vena Unveils New Data Connectors for Microsoft Fabric, Featuring Exclusive Dynamics 365 F&O Integration November 6, 2025
Eton Solutions Launches EtonAlpha™ to Extend Family Office-Grade Wealth Management Capabilities to Ultra-High Net Worth Individuals November 6, 2025
Asset-Map and eMoney Advisor Announce Integration to Enhance Financial Planning Visualizations November 6, 2025
Wealth.com Integrates with Advyzon to Streamline Estate Planning for Financial Advisors October 30, 2025
FINNY AI Partners with Integrated Partners to Enhance Advisor Prospecting, Adds Marketing Executives to Advisory Board October 29, 2025
Prismm Selects William Mills Agency for Strategic Communications to Boost Inheritance Infrastructure Platform April 11, 2026
Pello Companies Acquires ByAllAccounts from Morningstar to Advance Open Finance and Wealth Management Data Capabilities April 11, 2026
