Tag: software
Smarsh Acquires Cybersecurity and Compliance Software Firm
Smarsh, a compliance and regulatory technology firm for wealth management companies, has purchased Entreda, a provider of cybersecurity risk and compliance management software and...
Docupace Sells Majority Stake to Private Equity Firm, Appoints New CEO
Docupace, a cloud-based digital operations software for wealth management firms, has secured a majority equity investment from FTV Capital, a sector-focused equity investment firm.
Docupace...
Docupace Launches New Regulation Best Interest Compliance Service
Docupace, a cloud-based fintech digital operations software for the wealth management industry, has launched a new Regulation Best Interest and Form CRS digital service...
Envision Financial Systems Names Mike Huisman Head of Alternative Investment Solutions
Envision Financial Systems Inc., a provider of investor recordkeeping technology, has hired Mike Huisman as head of alternative investment solutions. In his role, he...
