09/24/2021

RBC rolls out spending forecasting tool

“The Nomi platform has been incredibly successful, and by applying deep learning techniques, we’ve built out next generation features that will elevate the offering for clients,”

09/22/2021

Northern Trust to take stake in Essentia Analytics

The addition of Essentia behavioral analytics solutions is an extension of Northern Trust Whole Office, a strategy that facilitates client access to new technologies, services and solutions across the investment lifecycle.

09/21/2021

Finboa signs Centennial Bank

In addition, the bank is always looking for ways to automate its manual processes. Seeking to improve their success in complying with federal regulations and the efficiency of operations, Centennial Bank selected FINBOA for Reg E Dispute Tracking. 

09/21/2021

ICapital agrees to buy Axio

The Axio team is excited about the intuitive synergies and the common purpose driving both Axio and iCapital, and we’re thrilled to combine our efforts to serve financial advisors and their clients.