Technology & software solutions

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Phoenix American and WealthForge partner to deliver straight-through processing for alternative investments

Phoenix American and WealthForge partner to deliver straight-through processing for alternative investments

Phoenix American, a transfer agent and fund administration provider for alternative investments and WealthForge, a registered broker-dealer and developer of a subscription automation platform built to streamline investing in alternatives, have partnered to provide a seamless, fully digital purchase process for client funds.

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CogniCor launches three new AI-powered digital assistants for wealth management firms and financial advisers

CogniCor launches three new AI-powered digital assistants for wealth management firms and financial advisers

CogniCor, a provider of artificial intelligence-powered digital assistants for the wealth management industry, has launched three new digital assistant modules to help wealth management firms support their employees and advisors with scalable solutions to their most labour-intensive and time-consuming operational issues and raise the efficiency and productivity of firms’ internal support functions.