Boston Portfolio Advisors, Inc

Hightower Advisors | August 11, 2020

Hightower today announced it has made a strategic investment in Teak Tree Capital Management, a $600 million advisory business in Fort Worth, Texas, that specializes in financial planning and research-driven investment strategies designed to protect and grow wealth. Founded in 2009, Teak Tree has seven employees, including three advisors, serving entrepreneurs, business professionals, and multi-generational families. Teak Tree’s mission is to educate clients, organize and simplify th...

Business Wire | October 23, 2020

Alacriti, a fintech company specializing in payments today announced its Cosmos for RTP solution, powered by the Orbipay Platform. Cosmos for RTP enables banks and credit unions to quickly and seamlessly connect to The Clearing House’s RTP® network and deliver innovative real-time payment services to their customers. Alacriti’s solution allows financial institutions to rapidly leverage the power and convenience of RTP to drive new revenue without the burden of significant infrast...

FINANCIAL MANAGEMENT

AssetBook | August 25, 2021

AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced that they have completed integrations with Wealthbox® CRM, a modern client relationship management tool. Wealthbox helps financial advisors better manage workflows and client relationships. The Pulse by AssetBook platform provides financial advisors and broker-dealers a customized solution with a dynamic yet simple user interface that leaves time for what matters most: the advisor's clients.
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Maxwell | May 22, 2020

Maxwell announced a new way for small and midsize lenders to scale processing capacity to meet market needs through the launch of the Maxwell Fulfillment Platform. The Maxwell Fulfillment Platform is a complete technology to enable lenders to scale their bu...