07/14/2026
Equity Uplift initiative recognized for helping advisors build more scalable, transferable, and valuable practices
07/14/2026
Asset Class supports fundraising, digital onboarding, investor portals, portfolio reporting and fund administration integrations.
07/14/2026
Teams will unify under the Caprock brand, bringing added talent, expanded family office capabilities and enhanced service to ultra-high-net-worth clients
07/10/2026
The name change takes effect immediately and will be reflected across all communications, locations, and materials over the coming months.
07/10/2026
Marketnode, an Asia-Pacific digital market infrastructure operator, acted as the tokenisation agent and digital paying agent.