Moneta Selects IMTC Platform to Accelerate Fixed Income Growth

Moneta Selects IMTC Platform to Accelerate Fixed Income Growth

/PRNewswire-PRWeb/ -- IMTC, the fixed income technology platform trusted by buy-side portfolio managers, announced that Moneta, a $50 billion RIA headquartered...

OneDigital Selects JIFFYAI to Modernize Investor Onboarding and Accelerate Growth

MILPITAS, Calif.--(BUSINESS WIRE)-- #AIinFinance--JIFFYAI, a provider of AI-powered solutions for Wealth Management, today announced that OneDigital, national insurance and financial services firm, has selected JIFFYAI’s Unified Onboarding solution to transform its wealth management client onboarding experience. As wealth firms grow, onboarding has increasingly become a critical differentiator. Yet many firms continue to struggle with fragmented…