Trading Technologies to acquire Abel Noser Solutions
CHICAGO and NEW YORK, Aug. 22, 2023 / -- Trading Technologies International, Inc. (TT), a global capital markets technology platform provider, and Abel Noser Solutions, LLC (ANS) announced today a definitive agreement for TT to acquire ANS, the industry-leading provider of transaction cost analysis (TCA) for investment managers, brokers, asset owners and [...]
North Square Investments Ranks No. 355 on the 2023 Inc. 5000
NEW YORK, August 15, 2023 – Inc. revealed today that North Square Investments ranks No. 355 on the 2023 Inc. 5000, its annual list of the fastest-growing private companies in America. The prestigious ranking provides a data-driven look at the most successful companies within the economy’s most dynamic segment—its [...]
Nitrogen and InvestorCOM Integration Delivers Best Interest Rollover Recommendations Process
AUBURN, CA – JULY 18, 2023 – Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow their firms, today announced its integration with InvestorCOM, a leading regulatory compliance software and communications solution for wealth and asset managers. This integration enables financial professionals using Nitrogen’s platform to seamlessly [...]
COMPLY and InvestorCOM Expand Partnership for Best Interest Recommendations
New York City, NY – July 17, 2023 – Today, two leading compliance software providers to the wealth management industry, COMPLY and InvestorCOM, announced an expanded partnership which will enable wealth firms and advisers to more efficiently and effectively comply with the Securities and Exchange Commission’s (SEC) best interest requirements to assess costs and [...]
North Square Dynamic Small Cap Fund Surpasses $100 Million in Assets
Chicago, IL (June 26, 2023) – North Square Dynamic Small Cap Fund has surpassed $100 million in assets, propelled by inflows sparked by strong Fund performance and investor demand for distinct, alpha-generating active investment managers, according to North Square Investments, the Fund’s investment adviser. North Square Dynamic Small Cap [...]
Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience at Wintrust Wealth Management
LOS ANGELES – June 13, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the first phase of its strategic integration with InvestorCOM on behalf of their mutual client Wintrust Wealth Management, a wealth management firm offering a broad range of financial services to private clients [...]