This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Announced at AlphaSummit, the company’s inaugural customer conference, ...

SAN FRANCISCO, CA, September 5, 2025 (EZ Newswire) -- Bluwhale, opens new tab, the decentralized intelligence network powering AI agents across blockchains, today announces the launch of a real-time ...

Partnering with around 60 firms representing more than 400 advisors with over $100 billion in platform assets, the St. Petersburg, Florida-based wealth management solutions provider Dynasty Financial ...

Banks can face security risks when customers share their financial data using third parties. Citizens Bank built a tool designed to let clients securely and efficiently share data. This article is ...

The financial planning industry is seeing new developments due to evolving technology. Venkata Phanindra Peta, a senior application engineer, is helping bring about these changes. Peta integrates ...

Global data and technology company, Experian, today announces that its market leading commercial data information is now available for the first time via its Ascend platform. Experian commercial data ...

Unified, flexible, and scalable platform revolutionizes financial operations by reducing system and data complexity and enabling real-time insights for the Office of the CFO LOS ANGELES, Nov. 19, 2024 ...

Advisors are always looking for a differentiator, and many see the advantages of working with business owners, but there has always been a dearth of specialized technology to help them do so. Enter ...

Delivering high-fidelity investment data across th... Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, ...

Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services, announced the newest advancement to the ...

BOSTON--(BUSINESS WIRE)-- Voya Financial, Inc. (VOYA) today announced the launch of its WealthPath platform, a significant advancement for Voya Financial Advisors representatives and the clients it ...