Also, Vinay Mehta was appointed CTO at Smarsh, Archer and Brooklyn Investment Group partner to provide AI-powered custom direct indexing and ReachStack launches AI-powered Advisor Sales Intelligence.
Collaborations with Salesforce, PureFacts and Pontera will add retirement planning, billing and client onboarding capabilities to the multicustodial platform announced this week at INSITE.
As part of the announcement, Nitrogen has rebuilt the data architecture underneath its platform, allowing insights to be delivered in milliseconds and show changes over time.
Watch the ultimate recap of Wealth Management EDGE 2023 and revisit the most impactful moments from the premier event for wealth management professionals.