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Docupace buys workflow management tech provider Hubly

The acquisition automates client onboarding, account opening, and tax preparation, saving Hubly's customers hours.

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Wealthtech firm Osaic integrates Jump and Zocks AI platforms

News

Advisor360° launches new CRM solution for independent RIAs

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DriveWealth, OneVest team up to enhance wealth tech for enterprises

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Digital private equity firm Moonfare opens doors in Australia

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Wealth management platform Prosper secures $4.9m

Artificial Intelligence

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Corporate Governance

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Cybersecurity

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Environmental Sustainability

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Internet of Things

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Robotics

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Social Responsibility

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