INTX Insurance Software (“INTX” or “the Company”), a provider of a fully integrated, single solution to the entire P&C insurance policy lifecycle, today announced its official North American launch ...
Regardless of the sector you work in, investing in digital and automated transformation is becoming inevitable. Whether you want it or not, competition in the market will force you to embrace change ...
New York City-based wealthtech software developer FP Alpha announced Thursday the official release of the firm’s new tool, P&C Snapshot. P&C Snapshot was first announced in March at the T3 Conference ...
The addition of SIS rounds out Zywave's portfolio of agency management system solutions for employee benefits, commercial, and personal lines "When agencies more deeply integrate their management ...
Avantos, an artificial intelligence (“AI”)-native operating system built to reimagine how financial institutions onboard and service clients, today announced it has completed a $25 million Series A ...
Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...
Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...
CAMPBELL, Calif.--(BUSINESS WIRE)--Incisive Software Spreadsheet Management has been named the End-user Computing (EUC) Risk Management Solution of the Year for 2022 by InsuranceERM - U.K. and Europe.
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