10/01/2025
Technology-driven RIA blends fiduciary advisors with agentic AI, delivering hyper-personalized, tax-optimized Dynamic Portfolios designed to deliver higher after-tax performance
09/30/2025
Newest Partner, The Greens, Will Enhance FusionIQ Platform; Initial Pilot Will Be Launched With Prominent Credit Union
09/29/2025
Both firms have built a strong reputation around service, security and transparency, and expect to achieve significant synergies across client onboarding, technology integration, and scaling globally.
09/25/2025
As one of the largest clearing banks in the industry, Deutsche Bank invested in Partior in 2024 and finalised the platform agreement in May 2025 to deliver real-time, secure and scalable settlement.
09/19/2025
With the new capital, Finary plans to deepen its offering through Finary One, its private-wealth service, and launch AI-driven wealth management tools tailored to the evolving financial habits of Europeans.
09/12/2025
Under the partnership, BTA Finance will implement the Avaloq platform, hosted in the cloud, to modernise its core wealth infrastructure, front-office systems and digital banking channels.
09/12/2025
Eton Solutions’ AI Scales The Mundane for Family Offices, RIAs and PE Firms While Upholding Rigorous Privacy, Security, Transparency and Bias Standards