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Showing 1 - 5 of 5 results for "Fourth Line"

Advice regtech acquires TIQK assets

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
Regtech provider for financial advisers Fourth Line has acquired the intellectual property of defunct startup TIQK. The assets include artificial intelligence and natural language processing technology. Fourth Line chief executive Joel Ronchi said that ...

Asendium partners with licensee support firm

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... with Asendium really is a meeting of minds, ideas and thought leadership." Asendium recently partnered with regtech Fourth Line to help advisers deliver risk and compliance reviews as part of their document preparation. "Importantly, as the number of ...

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
... Financial advice technology solution provider Asendium has added a risk and compliance feature via a new partnership with Fourth Line. Fourth Line will help advisers deliver risk and compliance reviews as part of their document preparation. The integration ...

Advisers overlook home equity release strategies

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
... or reverse mortgage strategies that could potentially benefit retiree clients, according to new research. Regtech Fourth Line and retiree financial services provider Pension Boost looked at the Statement of Advice of 15 licensees and 1980 financial advisers. ...

Former RBC I&TS lead joins tech firm

JAMIE WILLIAMSON  |  TUESDAY, 14 JAN 2020
... Treasury Services has been named chief executive of a financial advice technology provider. David Travers has joined Fourth Line, a risk management and compliance regtech solution as its chief executive. Travers consulted to the business throughout 2019 ...
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