Wealth Management

JUNE 27, 2025

Among the things I’ve been unable to get to in-depth this week was an integration similar in some ways to that of Jump and RightCapital: a new collaboration between the popular PreciseFP, a client engagement and data-gathering software (today part of Docupace), and AI notetaker Zocks. It has become a challenge to keep up with new rollouts.

Wealth Management 169

Wealth Management Estate Planning Financial Planning Startup 169

Trade Brains

SEPTEMBER 17, 2023

Top Indian Stocks Held By Goldman Sachs : Goldman Sachs has been serving clients in India since the 1980s and established an onshore presence in Bengaluru, in 2004, Mumbai, India in December 2006 and a new office in Hyderabad opened in 2021 following a ten-year joint venture. Market Cap (Cr.) EPS (TTM) 26.77 Stock P/E (TTM) 32.76 EPS (TTM) 7.83

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

Indigo Marketing Agency

MARCH 24, 2025

AI-powered tools are transforming various facets of advisory businesses, including client engagement, portfolio management, compliance, and more. Still relying on manual processes for client communication, research, or scheduling? Zocks: An AI-driven CRM and client engagement platform.

Financial Advisor 52

Financial Advisor Compliance Communication Portfolio Analysis 52