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Corient chooses Addepar for collaboration
Private Banker International via Yahoo Finance· 1 hour agoWith a client portfolio worth more than $1601bn, Addepar will be the sole solution for portfolio data aggregation and performance reporting for Corient.
Corient Selects Addepar in Transformative Partnership
WKBN 27 Youngstown· 19 hours ago...client excellence with Addepar's robust technology, data foundation and scalable infrastructure NEW YORK, May 23, 2024 /PRNewswire/ -- Addepar, a global technology and data company for investment professionals, announced today that it has been selected by Corient Private Wealth LLC ("Corient"), a...
Charles Schwab Investment Management Inc. Acquires 38,416 Shares of Envestnet, Inc. (NYSE:ENV)
ETF DAILY NEWS· 5 hours agoCharles Schwab Investment Management Inc. raised its holdings in Envestnet, Inc. (NYSE:ENV – Free...
Insider Sale: Subi Sethi Sells 18,599 Shares of Clearwater Analytics Holdings Inc (CWAN)
GuruFocus.com via Yahoo Finance· 1 day agoOn May 20, 2024, Subi Sethi, the Chief Client Officer of Clearwater Analytics Holdings Inc...
2 Unstoppable Artificial Intelligence (AI) Growth Stocks You Can Buy and Hold for the Next Decade
Motley Fool via Yahoo Finance· 3 days agoThe software star's new Artificial Intelligence Platform (AIP) combines secure access to...
Council Post: A Roadmap To Sustainability: Integrating Practices Into Global Supply Chains
Forbes· 3 days agoMorten Johansen is the COO of DP World Americas. In an era where global commerce intersects with...
AI Wealthtech Startup Jump Wins 'Best In Show' At WealthStack Tech Demos
WealthManagement.com· 7 days agoWealthStack, the wealthtech pillar of the Wealth Management EDGE, held technology demonstrations...
10 of the top carbon accounting software for 2024 | TechTarget
SearchSecurity.com· 3 days agoEnvizi ESG Suite streamlines data and analytics for environmental performance management. The tool is SaaS software that runs across multiple cloud platforms. It can also recommend measures ...
Wealthstack Roundup: Ron Pruitt Named Orion Wealth Management President
WealthManagement.com· 3 days agoRon Pruitt has been named as the new president of Orion Wealth Management. Before taking on his new...
Here’s how blockchain can help airlines reduce delays
The Cointelegraph· 2 days agoGroundSync uses the travel-focused blockchain Camino Network to increase operational efficiency and reduce delays in the aviation industry. The intricacy of airport operations, combined with ...