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Enterprise Private Wealth Reporting – Driving consistency, Scale and Trust

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3 months ago

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Mike Tropeano, CFA – Senior Vice President, Fi-Tek

EDISON, N.J., Aug. 25, 2026 /PRNewswire/ — Wealth managers continue to struggle to deliver reporting for internal and external purposes in a consistent and scalable manner. Data fragmentation, changing client expectations and most infrastructures are not optimized for reporting, are just some of the blockers to success. The longer we go without solving the root cause of the problem, the larger the impact on profitability through lost revenues and organizational inefficiency.

Reporting is the face of your firm to your client either from direct delivery of information to clients or providing the necessary data to your internal teams to service relationships. The tools exist to break away from legacy processes. We need to adjust our mindset to focus on the desired outcome. This calls for an abandoning of the approach of ‘we have always done it that way’ and thinking more about addressing the real requirements of today’s wealth clients.

What is the problem we need to solve?
The objective is clear: delivery of accurate and timely information in a concise manner to meet an intended purpose. This could be as simple as a statement or as complex as an overview of a portfolio being compared against a financial plan. 

Thinking about the challenges to achieving this, they are even clearer:

Dealing with multiple data sources with varying data structures, conflicting values and the need to manually reconcile the information to create a single source of the truthNeeding to address the unnatural disconnect between your core reporting and analytics environmentsIntegrating sources with complex patternsManaging through fragmented client and advisor experiences

This result is a negative impact on your business. It starts with difficulty scaling, the need for increasing staffing needs to address the friction created and a higher cost of ownership. We can also encounter key person risk from a dependency on institutional knowledge. However, most importantly, a reduced confidence from inconsistency in reporting.

The foundation for success
Regardless of the architecture selected, there are three fundamental components that all exist in all successful solutions. These areas need to be solidified at the initiation of the project and need the proper level of investment.

Institutional data foundation where all data sources are clearly identifiable and the information reliable with little reconciliation. This also includes the delivery of information through a Data as a Service (DaaS) infrastructure. This can be done through an on-premises or cloud-based data warehouse. The key is a flexible data model.

Structured data governance model to ensure reliability and trust in the results. This encompasses using technology to identify anomalies, identify deficiencies and track errors along with the processes to review changes to the data model, addition or subtraction of sources and the oversight to anticipate future changes.

Dynamic design that can adapt to changes in technology and your business. We know change is constant. Re-architecting a solution within a few years of the initial deployment can be considered a low value activity and distract the organization. Your platform should have components that are considered technologically advanced, come from a provider with a strong strategy and a history of delivering innovative solutions. 

What are the options?
Fundamentally, there are two ways firms should go, an analytics based approach or a layered approach which addresses a higher volume of requirements. Your decision must be for a solution architecture which meets needs to match your business problem. If you have multiple, it may require either a combined or hybrid solution.

The Analytics Centered Architecture:
The solution is optimized for portfolio analysis and insight generation. The design is intended to provide visibility and analytics into client and investment information. It requires that data is aggregated and normalized across external systems to lessen the burden of reconciliation. This approach also provides analytical flexibility to deliver actionable insights and reporting to determine the health of your business.

This type of solution will operate with tight integration to your operational processing infrastructure with a dependency on the data from those solutions. The objective is to move from reconciliation to reliability. 

A Layered Institutional Architecture:
This option is selected when the solution needs to be optimized for institutional type reporting, operational alignment between business units and have a scalable governance model to ensure consistency in outputs. It is built on a foundation of reconciled data where the foundation aligns aggregation, accounting, performance, and basic analytics. It also supports smart workflow processing through the provision of actionable data. 

The main difference between this approach and a traditional architecture is the inclusion of reconciled data from other sources and the appropriate level of oversight to avoid different experiences for the consumers of the data.

Where do we go from here?
The typical reaction to a reporting problem is to create more reporting which makes things worse. If you want to apply discipline to your reporting, you have to start by making deliberate and disciplined decisions.

Determine what type of architecture meets your needsEvaluate your data infrastructure and determine the steps to modernize the technology and rationalize the inputsRationalize your current delivery process, including the outputsDefine the roadmap to get to your desired end stateSet the roadmap to achieve it, incrementally to show benefits and minimize the internal and external impact.

Media contact:
Arpita Chatterjee
Director of Strategic Client Initiatives, Fi-Tek
(732)-632-8167
AChatterjee@Fi-Tek.com

View original content:https://www.prnewswire.com/news-releases/enterprise-private-wealth-reporting—driving-consistency-scale-and-trust-302859648.html

SOURCE Fi-Tek

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Hivelocity Reseller Partner Program Enables Hosting Provider and Software Vendor Growth via Bare Metal Infrastructure

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29 minutes ago

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November 11, 2026

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TAMPA, Fla., Nov. 11, 2026 /PRNewswire/ — Hivelocity today introduced the Hivelocity Reseller Partner Program that enables hosting providers, managed service providers, agencies, and independent software vendors to sell Hivelocity bare metal, VPS, and VDS. Partners offer Hivelocity infrastructure under their own brand and own price while remaining in control of the customer relationship.

Hivelocity Reseller Partner Program Enables Hosting Provider and Software Vendor Growth via Bare Metal Infrastructure

The program aligns with new trends across the Hivelocity customer base. Workloads are shifting from the hyperscale cloud to dedicated infrastructure. As part of this transition, many businesses opt to purchase through a reseller instead of directly. But resellers are facing shrinking margins and vendors that don’t provide rich long-term support. The Hivelocity Reseller Partner Program is designed to help address these challenges.

The entry-level Member tier is available to partners for no cost, providing access to Hivelocity’s myVelocity portal, and the Hivelocity Academy. Silver, Gold, and Platinum tiers are assigned based on committed monthly spend. These tiers include wholesale discounts, a dedicated account manager, quarterly business reviews, and marketing development funds.

The program’s objective is to reduce the friction that resellers contend with. Marketing development funds enable partners to host webinars, run joint and field events, and conduct paid search campaigns. At the highest tier, Platinum partners receive a seat on the Hivelocity Customer Advisory Board alongside direct communication with company leadership. First-line support is delivered by partners. U.S.-based Hivelocity engineers are available around the clock for escalations.

“Resellers are essential to our business. And to succeed in today’s market, they need more than just a price sheet,” said Matt Schatz, Chief Revenue Officer at Hivelocity. “The Reseller Partner Program provides what they truly require to grow—including effective marketing and a highly responsive, customer-centric team. We believe the growth of our reseller partners is our growth, too.”

The Hivelocity Reseller Partner Program is available now. Learn more at www.hivelocity.net.

About Hivelocity

Founded in 2002, Hivelocity delivers bare-metal infrastructure solutions with global points of presence. Mid-market and enterprise customers in gaming, healthcare, SaaS, fintech, and high-performance computing rely on Hivelocity to deliver optimized, reliable, and high-speed compute.

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SOURCE Hivelocity

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HUMAIN Partners with VUZ to Advance a New Generation of Immersive AI Streaming and Learning by Launching HUMAIN Plus

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29 minutes ago

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November 11, 2026

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This strategic partnership brings together HUMAIN and VUZ to launch a pioneering immersive video streaming platform and develop immersive AI learning experiences.

RIYADH, Saudi Arabia, Nov. 11, 2026 /PRNewswire/ — HUMAIN, a PIF company delivering full-stack artificial intelligence capabilities globally, today announced a strategic partnership with VUZ to develop immersive AI learning experiences through HUMAIN+, a world-class immersive streaming and learning platform, the company’s new initiative focused on equipping leaders, professionals, faculty, and future innovators with practical AI capabilities.

The partnership brings together HUMAIN’s vision for streaming and applied AI education with VUZ’s immersive video technology to create a new approach to streaming and learning. Through immersive digital experiences and unique, AI-driven sessions delivered both virtually and in person, participants will engage with AI in more interactive, contextual, and experiential ways.

Together, HUMAIN and VUZ are partnering on the design and delivery of immersive educational experiences that move beyond traditional online learning, enabling participants to experience AI concepts, demonstrations, and real-world applications in environments designed to increase engagement and practical understanding.

The partnership debuted publicly today with the first showcase of HUMAIN+, a flagship immersive learning experience, giving attendees an early look at a new model for AI education that will be available in the next few months.

“AI is changing how the world works, and it should fundamentally change how the world learns,” said Tareq Amin, Chief Executive Officer of HUMAIN. “HUMAIN+ was created to build a new generation of AI talent through practical, immersive streaming and learning experiences. By partnering with VUZ, we are bringing together AI and immersive technology to create learning experiences that are more engaging, more accessible, and more connected to how people will work and innovate in the AI era.”

Khaled Zaatarah, Founder and Chief Executive Officer of VUZ, said: “We believe immersive technology and video streaming have the power to transform many industries, including education, by making learning more interactive and engaging. The partnership with HUMAIN allows us to apply our latest technology to AI streaming and education and develop experiences that help learners build practical knowledge in entirely new ways. With HUMAIN, we are building a world-class platform that brings immersive experiences to people everywhere, at global scale.”

HUMAIN is building practical AI learning experiences that support the development of talent, leadership, and workforce capabilities, helping accelerate AI adoption across Saudi Arabia and globally.

About HUMAIN

HUMAIN, a PIF company, is a global artificial intelligence company delivering full-stack AI capabilities across four core areas: next-generation data centers; hyper-performance infrastructure and cloud platforms; advanced AI models, including some of the world’s most advanced Arabic large language models developed in the Arab world; and transformative AI solutions that combine deep sector insight with real-world execution.

HUMAIN’s end-to-end model serves both public and private sector organizations, unlocking value across industries, driving digital transformation, and strengthening capabilities through human–AI collaboration. With a growing portfolio of sector-specific AI products and a core mission focused on intellectual property development and global talent leadership, HUMAIN is engineered for international competitiveness and technological excellence.

About VUZ

VUZ is a global immersive technology company that removes the barriers of travel, time, and access, bringing millions of people into experiences anywhere in the world. Built on proprietary technology and two USPTO-granted patents in immersive capture, streaming, and playback, VUZ delivers immersive video across education, entertainment, sports, government, and digital infrastructure for partners and users in 23 markets, from its Riyadh HQ to the world. Headquartered in Riyadh, VUZ builds streaming and immersive technology for global markets. Its mission is to contribute to the growth of Saudi Arabia’s digital economy, develop local talent, and export Saudi-built technology to the world.

HUMAIN Forward-Looking Statement

This press release may contain forward-looking statements based on current expectations and assumptions. Actual results may differ materially due to various risks and uncertainties. HUMAIN undertakes no obligation to update these statements.

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SOURCE VUZ

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Epinal, Inc. Emerges from Stealth with Breakthrough Semiconductor Electrochemical Biosensor (SEB) to Detect Narcotics and Disease Biomarkers in Human Breath in Minutes

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29 minutes ago

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November 11, 2026

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Epinal Inc. unveils its Semiconductor Electrochemical Biosensor (SEB), designed to detect narcotics and disease biomarkers in human breath in minutes. The platform combines semiconductor engineering, electrochemical sensing, protein engineering and artificial intelligence for integration into future screening and diagnostic devices.

IRVINE, Calif., Nov. 11, 2026 /PRNewswire-PRWeb/ — Epinal, Inc., after over six years of under-the-radar development, has officially emerged from stealth mode, introducing a breakthrough Semiconductor Electrochemical Biosensor (SEB) designed to detect narcotics and disease biomarkers directly from human breath in minutes. By combining advanced semiconductors, electrochemical sensing, tailored protein engineering, and artificial intelligence, Epinal has addressed the historical sensitivity, selectivity, scaling, stability, and signal-to-noise limitations that have long bottlenecked biosensors.

“The Epinal team is proud to bring this groundbreaking technology to the world.” – Mark Wong, Co-Founder & Chief Executive Officer, Epinal Inc.

Epinal’s Semiconductor Electrochemical Biosensor (SEB) will be integrated into the next generation of low cost, disposable, single-use breathalyzer cartridges where the integrity of test results is of utmost importance. In the case of narcotic detection, a rapid, non-invasive, and objective result changes an outcome. End customers for Epinal’s SEB include breathalyzer manufacturers, healthcare, mobile computers & clinical smartphones, handheld Biotech & MedTech OEMs, and mobile phone manufacturers.

As for disease detection and diagnostics, Epinal’s SEB is enabling a new generation of medical breathalyzers with highly advanced diagnostic tools capable of identifying diseases and tracking metabolic functions. Early-stage, non-invasive detection and monitoring of disease biomarkers will revolutionize point-of-care testing by attaining rapid and accurate results without the need for needles or complex laboratory infrastructure.

The company is led by founder, Executive Chairman, and Chief Strategy Officer Mike Neshat, co-founder and Chief Executive Officer Mark Wong, and Chief Operating Officer Dwight Dunagan. Neshat and Wong bring decades of successful experience and know-how in building electronics and semiconductor companies from concept to commercialization of products and successful exits. Dunagan’s background spans law enforcement, behavioral healthcare, and organizational leadership. “We founded Epinal to make the world a better, safer, and healthier place to live by developing this disruptive Semiconductor Electrochemical Biosensor (SEB). We have achieved our goal and are now in the final stages of refining our SEB to be in production in 2028”, said Mike Neshat. “People around the world lose loved ones every day to narcotics and various diseases, myself included. We feel that with proactive screening and monitoring, countless lives can be saved with early detection and treatment. The Epinal team is proud to bring this groundbreaking technology to the world”, said Mark Wong.

About Epinal, Inc.

Epinal, Inc. is an Irvine, California, company which has developed disruptive Semiconductor Electrochemical Biosensors (SEBs) for targeted detection of narcotics and disease biomarkers in human breath in minutes. Epinal’s technology platform brings together advanced semiconductor engineering, electrochemical sensing, protein engineering, and Artificial Intelligence to support future screening and diagnostic devices.

Learn more at: https://epinalinc.com.

Follow: Epinal on LinkedIn

Download: Press Kit

Company Contacts

Dwight Dunagan, Chief Operating Officer

dwight@epinalinc.com

Mark Wong, Co-Founder and Chief Executive Officer

mark@epinalinc.com

Media Contact

Robyn DeTorres, Epinal, Inc., 1 949-376-8404, robyn@youngcompany.com, https://epinalinc.com

 

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SOURCE Epinal, Inc.

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