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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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Fenergo | June 18, 2020

Fenergo announces the launch of Fen-Xcelerate, a lower cost, cloud-based version of Fenergo's CLM solution. The cloud-based solution, powered by Amazon Web Services (AWS), delivers frictionless, end-to-end customer journeys and client lifecycle manageme...

INVESTMENTS

Sanctuary Wealth | June 17, 2022

Sanctuary Wealth, home to the next generation of elite advisors, is pleased to announce the launch of a customized alternative investments platform for its partner firms, that streamlines the complexities of managing alternative investments across their full investment life-cycle. With our new platform, Sanctuary Wealth becomes the first hybrid RIA to offer this kind of digital access to alternative investments, where everything has been sourced and vetted by...

FINANCIAL MANAGEMENT

Markacy | July 07, 2022

Remote Work, HR departments, HR TechMarkacy, (“the Company”) a digital strategy and marketing firm headquartered in New York City, today unveiled its Finance-Based Marketing solution (“FBM”). This new capability is aimed at methodically improving profitability and empowers brands to identify immediate cost savings and marketing efficiencies without sacrificing long-term growth. FBM is an evolution of Markacy’s financially driven approach to digital and e-commerce di...