Opto Investments, a private markets tech platform for wealth management firms, has launched a new tool called Planner. Now available to firms on the platform, Planner is…
Genie, which the company Edvoy launched in September with “several millions of pounds” of investment, is an AI-powered search tool that helps students find the right…
Electronic health records (EHRs) are a digitized version of an individual’s health-related information and are becoming an important resource in the life insurance underwriting process. According…
