Canopy Connect and Holistiplan Announce Integration to Automate Insurance Planning

New integration brings insurance into the financial planning conversation By embedding verified P&C policy data ...
World Screen

Amagi Planner to Automate Streaming TV Scheduling

Amagi has unveiled Amagi Planner, a content planning and scheduling automation software that eliminates most of the manual efforts in linear TV scheduling. The software enables streaming TV networks ...

Ramit Sethi Recommends Financial Automation: Why It’s Incomplete Without Reviews

Ramit Sethi, author of I Will Teach You to Be Rich and host of the Netflix series How to Get Rich, has built a following ...
The Herald-Mail

RightCapital Unveils Cutting-Edge OCR Solution to Automate Financial Plan Transitions from the eMoney Platform to RightCapital

SHELTON, CT / ACCESS Newswire / October 14, 2025 / RightCapital, the fastest-growing financial planning software for financial advisors, today announced a new offering to support advisors migrating ...