SANTA MONICA, Calif.--(BUSINESS WIRE)--Communify Fincentric, a leader in unifying market and client data through best-in-class digital solutions for the financial sector, today announces the launch of ...

CALDWELL, N.J. & SAN FRANCISCO--(BUSINESS WIRE)--Proactive Risk, a leading provider of technology risk management solutions, is excited to announce that it has joined the Horizon3.ai Partner Program ...

Financial advisors using the AssetMark wealth management platform will now have access to a new suite of services to boost tax efficiency and outcomes for their clients’ taxable assets. The firm has ...

Morgan Stanley Investment Management (MSIM) today announced the debut of the Tax Forward Investing Center and the Alternatives Investing Center. These education platforms will provide enhanced ...

In today’s complex mortgage origination and servicing environment, lending companies need a service provider that isn’t afraid to roll up its sleeves and get deeply involved in order to work smarter, ...

Any law firm that wants to stay competitive needs to focus on efficiency. By electronically managing the workflow of legal processes, this helpful software can significantly increase the productivity ...

The Merrill Lending Solutions Group will place nearly two dozen lending specialists at offices in major cities throughout the ...