Interactive Brokers launches agentic trading via Claude
Interactive Brokers, an automated global brokerage operating across more than 170 markets worldwide, has announced the launch of agentic trading capabilities through a direct...
Interactive Brokers links Claude to live trading and portfolio management
US broker Interactive Brokers has integrated its trading infrastructure directly into Claude through a certified connector, enabling users to manage portfolios and execute trading-related...
Iress renews four-year deal with Succession Wealth
Iress, a provider of integrated wealth management and financial planning technology, has secured a four-year contract extension with Succession Wealth, continuing a partnership that...
InvestiFi partners with Great NorthWest Federal Credit Union
InvestiFi, a digital investing platform, has announced a partnership with Great NorthWest Federal Credit Union (FCU), a Washington-based credit union serving more than 18,000...
Epiris completes acquisition of trading platform WBS
WBS, a UK-based provider of dealing, custody and technology solutions to the investment industry, has been acquired by Epiris Fund III, advised by private...
Trump Accounts app brings child savings scheme to mobile
The US Department of the Treasury has launched the official Trump Accounts app, a mobile platform designed to give American children access to tax-advantaged...
Saris raises $28.8m to automate bank back offices
Saris, an agentic workflow platform built for banks and credit unions, has closed a $28.8m Series A funding round.
The raise was led by 8VC,...
Can financial conditions predict the next market turn?
Research published by LSEG Data & Analytics has cast fresh doubt on some of the most widely cited tools used to anticipate equity market...
Dispatch launches advisor transitions software for wealth firms
Dispatch, a data orchestration platform for wealth management firms, has unveiled Advisor Transitions, a new software solution aimed at streamlining the movement of advisors,...
How iPipeline leverages AI to transform the life insurance market
iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and...
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