Tag: advisor workflows

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Announcements

AlTi Global Partners With Nevis to Deploy AI Wealth Management Platform Across Its Global Advisor Network for Enhanced Advisor Workflows and UHNW Client Service

NEW YORK — May 14, 2026 Executive Summary AlTi Global, Inc. has announced a partnership with Nevis to deploy Nevis’ all-in-one artificial intelligence platform across AlTi’s...
Announcements

InspereX Launches Aria Insights Hub and Announces SRP and FinTech Studios Partnerships to Deliver Market Intelligence Into RIA Workflows

DELRAY BEACH, Florida — May 6, 2026 Executive Summary InspereX has announced the launch of the Aria Insights Hub, a new enhancement to its Aria technology...
Announcements

iCapital and Envestnet Expand Strategic Partnership to Integrate Alternative and Structured Investments Within Unified Managed Account Portfolios for Advisors

NEW YORK and BERWYN, Pennsylvania — April 15, 2026 Executive Summary iCapital and Envestnet have announced an expansion of their strategic partnership to enable broader integration...
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