Service Provider News & Perspectives

April 29, 2020

Docupace Secures Growth Equity Investment from FTV Capital

Docupace Secures Growth Equity Investment from FTV Capital Names Veteran Industry Executive David Knoch as CEO to Drive Next Phase of Expansion for Wealth Management Industry’s Leading Cloud-Based Digital Operations Platform April 28, 2020 LOS ANGELES, California – April 28, 2020 – Docupace, the leader in cloud-based digital operations software for wealth management firms, today announced it…

April 13, 2020

5 New Sponsors Choose Altigo to Automate Investments Into Their Alternative Offerings

Altigo, a straight through processing platform from WealthForge, allows advisors and brokers to digitally subscribe clients to alternative investments. WealthForge is now adding offerings...

April 8, 2020

Remote Work and Alternative Investments…

In reaction to the recent COVID-19 pandemic, much of America is changing the way they work. Many financial services professionals are turning...

April 8, 2020

‘Clean up on aisle RMD!’…

“We could certainly slow the aging process down if it had to work its way through Congress.” Will Rogers was a clever fellow and at times his comments...

March 25, 2020

iCapital Network® Completes $146 million Capital Raise to Build Global Powerhouse for Alternative Investing

iCapital Network®, the financial technology platform leading the industry in driving access and efficiency in alternative...

March 5, 2020

Alternative Investment Industry Leaders AIX and AI Insight Announce Game-Changing Partnership

Alternatives industry’s most trusted research and training provider partners with cutting edge technology platform

February 27, 2020

Alternative Investment Exchange (AIX) Launches Enterprise Technology Platform for Alternative Investments

Led by Joseph P. Ujobai, the AIX platform is poised to transform the alternative investment industry with improved transaction processes and performance reporting

February 21, 2020

AI Insight

AI Insight is the industry’s online go-to resource for alternative investment research, training and compliance support. Join the thousands of advisors...