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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...