K1x Adds W-2 Extraction to Aggregator Plus Platform
K1x has upgraded its Aggregator Plus platform to support W-2 data extraction, joining its existing capabilities for K-1 and 1099 processing. With the new feature,…
Tag: bulletin-sept-oct-2025
AgilLink Launches ‘Connect to Bank’ to Automate Daily Bank Data Imports
AgilLink has released Connect to Bank, a feature that makes it easier to manage bank data. It automatically pulls in prior-day balances and transactions from…
ORCA Rolls Out ‘Sonar,’ Its First AI Tool for Entity Management
ORCA has launched Sonar, an AI-powered feature that automates data extraction and structure creation in its legal entity management platform. Sonar pulls key details from…
Alkymi Unveils ‘Alkymi Alts’ for Automated Alternatives Data Management
Alkymi has launched Alkymi Alts, a new platform that automates how firms manage alternative investment data—from sourcing and extracting information to validating, normalizing, and integrating…
Carta Acquires Accelex to Power AI-Driven Analytics for LPs
Carta has acquired Accelex, an AI-powered data automation platform focused on alternative investments for institutional limited partners (LPs). Through the deal, Carta is rolling out…
Partnerships & Integrations
BlackCloak and WWT Partner to Expand Executive Cyber Protection 9/30 – BlackCloak has partnered with World Wide Technology (WWT) to bring its Digital Executive Protection…
Foundation Source Adds Multi-Custodial Flexibility to Advisor-Branded DAF Platform
Foundation Source has upgraded its turnkey donor-advised fund (DAF) platform to give advisors more flexibility and control. The update adds multi-custodial capabilities to its existing…
People Moves
Asseta has expanded its team with three key hires. Benjamin Hogue joins as Head of Product to lead the roadmap, gather client input, and collaborate…
The TM Group Earns Microsoft Specialization for Small and Midsize Business Management
The TM Group (TMG) has earned Microsoft’s Small and Midsize Business Management specialization within the Microsoft AI Cloud Partner Program. This recognition highlights TMG’s expertise…
Addepar Expands to Switzerland
Addepar has opened a new office in Geneva, Switzerland—its fourth in Europe and the Middle East—to strengthen support for regional clients. The firm already operates…