Chester County News and Community Website
RADNOR, PA — eMoney Advisor has unveiled Presentation View, a new feature in its Decision Center, designed to transform how financial plans are created and shared within the platform. This …
eMoney Advisor Introduces Presentation View to Enhance Financial Planning Read More
EXTON, PA — Automated Financial Systems, Inc. (AFS®) has launched the AFS Pricing Dashboard, an advanced tool aimed at providing commercial banks with enhanced loan pricing intelligence for Commercial and …
AFS Unveils Innovative Pricing Dashboard for Commercial Banks Read More
WEST CHESTER, PA — Artha has announced a strategic partnership with Nitrogen, a leading provider of software for risk tolerance, investment research, and financial planning. This collaboration integrates Artha’s advanced …
Artha Partners with Nitrogen to Offer Portfolio Optimization Tool Read More
BERWYN, PA — Envestnet has revealed an ambitious roadmap for platform improvements designed to help wealth management firms scale operations and deliver personalized financial advice with unprecedented efficiency. The strategy, …
Envestnet Shares Bold 2025-2026 Innovation Roadmap Read More EXTON, PA — Automated Financial Systems, Inc. (AFS®) has launched IRIS, a state-of-the-art reporting tool integrated within the AFSVision® commercial lending servicing system. This innovation is designed to streamline how …
AFS Unveils IRIS to Enhance Commercial Lending Reporting Read More
PHILADELPHIA, PA — SEMCAP has announced the launch of SEMCAP AI, its newest investment strategy aimed at leveraging the transformational potential of Artificial Intelligence. This initiative marks a significant expansion …
SEMCAP Launches AI Investment Strategy to Harness Next-Gen Technology Read More
BLUE BELL, PA — Unisys (NYSE: UIS) has announced a strategic partnership with Thought Machine, a cloud-native banking technology leader, to deliver a next-generation solution for core and branch banking. …
Unisys and Thought Machine Partner to Transform Core and Branch Banking Read More RADNOR, PA — eMoney Advisor has rolled out its Premium Client Portal, a cutting-edge platform upgrade aimed at transforming the financial planning experience for both advisors and their clients. This …
eMoney Advisor Launches Premium Client Portal to Enhance Financial Planning Experience Read More BERWYN, PA — Envestnet has announced the pioneering introduction of its Direct Indexing (DI) solution to the Canadian wealth management market, marking the first time such a tool, designed to …
Envestnet Launches First Direct Indexing Solution in Canada Read More
WASHINGTON, D.C. — Online cash advance company Cleo AI has agreed to pay $17 million to settle allegations brought by the Federal Trade Commission (FTC) that it misled consumers about …
FTC Orders Cleo AI to Pay $17M for Misleading Cash Advance Claims Read More