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Wealth manager NDVR launches first of its kind household wealth optimization solution, enabling advisors to create hyper-personalized portfolios in minutes

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The future of Unified Household Management is now available to RIAsAutomate the labor-intensive task of portfolio construction and managementEnables goal based portfolio optimization through NDVR’s Plan Optimized Portfolios™

BOSTON, Feb. 28, 2024 /PRNewswire/ — NDVR, a tech-forward wealth management firm serving advisors, family offices, and high-net-worth individuals, announced today that it has launched a new version of the NDVR Portfolio Lab™ that dramatically improves advisor efficiency and client expected outcomes.

The updated Portfolio Lab is a significant step forward in the asset management industry, enabling the creation of a hyper-personalized investment strategy and asset allocation for each client, while optimizing for their unique (and ever-evolving) circumstances, goals, and requirements with outcome forecasting – all at a scale not previously possible. Most importantly, though, this work can all be done in a matter of minutes rather than the hours or even days it has historically taken advisors.

“We assembled a team of Ph.D.s, financial service veterans, and tech innovators to make the advanced portfolio construction capabilities of a sophisticated family office available to every advisor serving any size of client,” said NDVR CEO and Founder Michael Simon. “Our goal is to empower advisors to improve expected outcomes for their clients and build longer-lasting relationships by putting individuals and family offices in the best possible position to achieve their financial goals.”

The new household wealth optimization features the ability to:

Create hyper-personalized portfolios using multiple asset classes and brokerage accounts, including taxable, Traditional IRA, Roth IRA, trusts, etc.Optimize and automate distributions from tax-advantaged accountsProvide actionable insights from “what-if” analysesDeploy portfolios for automated management with the click of a button

Household wealth optimization builds upon NDVR’s existing robust portfolio construction, management, and reporting which reduce the administrative complexity of managing households while also enabling financial advisors, RIAs, and family offices to seamlessly integrate the solution across all accounts, regardless of where they are held.

“We’re proud to have built a portfolio optimization platform that gives advisors access to intelligent solutions not previously available to retail investors,” said NDVR Chief Research Officer Stephanie Lo, Ph.D. “These institutional-grade strategies, backed by rigorous analysis and research, are the foundation of helping us build better portfolios for our clients.”

NDVR’s suite of core investment strategies, powered by the purchase of individual securities rather than ETFs or mutual funds, delivers intelligent, tax-efficient investment solutions not historically available to retail investors – all in one click.

NDVR strategies offer:

Custom indexing with active factors and tax-efficiencyHigher targeted portfolio returns with liquid alternativesDynamic planned withdrawal protectionEnhanced, tax-advantaged fixed income solutions

“The NDVR Portfolio Lab enables an advisor to recommend a unified household portfolio across multiple accounts and account types, including held-away assets, which is optimized to every client’s unique goals and objectives – not just clients who are very high net worth,” said Michael Hackman, president and managing principal at Hackman Financial Group. “Implementing a household portfolio allocation that uses sophisticated and personalized investment strategies is just a click of a button, rather than hours of investment implementation and monitoring.”

Advisor and RIA clients can now have access to portfolios that offer opportunities for enhanced growth and security to traditional strategies while taking advantage of advanced fee and tax optimization to keep more of their money in their pockets. The NDVR Portfolio Lab provides better insights into their financial possibilities and gives them confidence in their financial future.

To learn more about NDVR and the Portfolio Lab, head to http://www.ndvr.com. RIAs interested in leveraging NDVR’s technology for clients can inquire at hello@ndvr.com.

About NDVR

NDVR (pronounced “endeavor”) is a tech-forward wealth management firm that seeks to give every client confidence in their financial future through access to a trusted fiduciary advisor, next-generation technology that makes financial planning easy and insightful, and hyper-personalized portfolios built to maximize the security and growth of your financial plan.

Founded by serial technology entrepreneur Michael Simon, who previously led two companies to IPO, NDVR was purpose built to deliver more value to our clients by building portfolios utilizing intelligent investment strategies combined with lower fees and tax efficiency, at roughly half the industry standard price.

Headquartered in Boston, Mass., NDVR’s team of research Ph.D.s, financial services veterans, and tech entrepreneurs is building the next generation of wealth management called Wealth Optimization. For more, visit https://ndvr.com.

Disclaimer
Advisory services, including planning and portfolio management, are provided for a fee by NDVR, Inc., a registered investment adviser. NDVR’s advisory services are designed to help clients develop and pursue their unique wealth optimization plans. For more information about NDVR’s advisory services, see our Form ADV Parts 2A & 2B, Form CRS and other Terms of Use.

Investing involves risks. The value of your investment will fluctuate over time. It could increase or you could lose some or all of your investment. Before investing, consider your financial circumstances, investment objectives, NDVR’s fees, and other expenses.

NDVR does not provide legal or tax advice, and the information provided should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

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SOURCE NDVR

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Vobile Signs Strategic Cooperation and Commercial Agreements with UNN to Build AI Factories in Brunei Darussalam

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SANTA CLARA, Calif., Sept. 4, 2026 /PRNewswire/ — Vobile, a global leader in digital content protection and transaction services, has signed strategic cooperation and commercial agreements with Unified National Networks Sdn Bhd (UNN), an integrated national telecommunication network operator of Brunei Darussalam.

Christopher Phan, Acting Chief Executive Officer of UNN, and Yangbin Wang, Chief Executive Officer of Vobile, Inc., signed the agreements at a ceremony held at UNN’s Tungku Submarine Cable Landing Station on September 3, 2026. The ceremony was witnessed by Yang Mulia Haji Hairul Mohd Daud bin Haji Abd Karim, Deputy Permanent Secretary (Infocommunications), Ministry of Transport and Infocommunications, and UNN Board Director.

“The development of AI-ready infrastructure is of critical importance, not only for our two organizations but also for the future growth of Brunei’s digital economy,” said Heiko Trost, Chief Digital Officer of UNN, at the signing ceremony. “We view this relationship with Vobile as far more than a conventional customer-provider engagement. We see it as a partnership built on shared ambition, innovation and mutual success. Together, we have the opportunity to create meaningful value for Brunei, strengthen the nation’s digital capabilities, and explore new opportunities across the region.”

“DreamMaker helps film and television studios, independent producers and creators use AI technologies to create video entertainment while protecting their intellectual property and finding new ways to generate revenue from their work. This is especially important as AI transforms the global creative industry,” said Ben Smith, Executive Vice President of Vobile. “By combining UNN’s infrastructure with Vobile’s AI capabilities, we can help establish Brunei as a leading AI economy in Southeast Asia while delivering sustainable economic growth for the nation.”

UNN’s new AI-capable data center, designed with liquid cooling and high power density to support NVIDIA’s latest GPU systems, will allocate 25MW of capacity to Vobile. An additional 25MW is reserved for Vobile’s future expansion. This enables Vobile to run AI factories that scale its DreamMaker platform and related services to meet growing demand from clients including film and television studios, independent producers, and content creators.

About Vobile

Vobile is the global leader in digital content protection and transaction services, trusted by the world’s premier entertainment companies, platforms, music labels, sports leagues, and publishers. Using AI technologies, Vobile’s solutions make creative content more valuable. Founded in Silicon Valley, Vobile has operations across North America, Asia, Australia, and Europe. For more information, visit www.vobile.com.

Contact:
Vobile
PR@vobile.com

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SOURCE Vobile, Inc.

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MongoDB, Inc. to Present at Upcoming Investor Conferences

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NEW YORK, Sept. 4, 2026 /PRNewswire/ — MongoDB, Inc. (NASDAQ: MDB) today announced that it will present at three upcoming investor conferences:

Citi 2026 Global TMT Conference. The presentation is scheduled for Wednesday, September 9, 2026 at 8:50 AM Eastern Time.Goldman Sachs Communacopia + Technology Conference 2026. The presentation is scheduled for Thursday, September 10, 2026 at 10:10 AM Pacific Time (1:10 PM Eastern Time).Piper Sandler Growth Frontiers Conference. The presentation is scheduled for Tuesday, September 15, 2026 at 11:30 AM Central Time (12:30 PM Eastern Time).

A live webcast of each presentation will be available on the Events page of the MongoDB investor relations website at https://investors.mongodb.com/news-events/events. A replay of the webcasts will also be available for a limited time.

About MongoDB

MongoDB is the real-time, intelligent data platform for modern applications in the multi-cloud and AI era. Headquartered in New York, MongoDB helps organizations move faster, build smarter, and simplify complex architectures on a unified platform for operational data, search, real-time analytics, and AI-powered retrieval, coupled with MongoDB Voyage AI’s industry-leading embedding and reranking models. The platform is available as a fully managed service with MongoDB Atlas or self-managed with MongoDB Enterprise Advanced or Community Edition. Millions of developers and more than 70,000 customers, including approximately 75% of the Fortune 100, rely on MongoDB for their most important customer-facing applications. To learn more, visit mongodb.com

Investor Relations
Jess Lubert
ir@mongodb.com

Media Relations
MongoDB
press@mongodb.com

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SOURCE MongoDB, Inc.

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AI Can Help CIOs Reclaim Capacity as 83% of IT Spend and 66% of Staff Time Go Toward Keeping the Lights On, Says Info-Tech Research Group

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IT teams are expected to drive innovation, strengthen resilience, and support growth while most of their time and budget remain committed to maintaining existing systems and services. Info-Tech Research Group’s recent blueprint, Harness AI to Reduce the Cost and Effort of KTLO in IT Operations, helps CIOs identify where targeted AI investments can reduce the KTLO burden, reclaim capacity for higher-value work, and build practical AI skills.

ARLINGTON, Va., Sept. 4, 2026 /CNW/ — Routine IT operations and maintenance consume 82.6% of IT spend and 66% of IT teams’ time and effort, according to Info-Tech Research Group’s IT Spend & Staffing Benchmarking data. That allocation leaves only a fraction of IT capacity available for new technology initiatives, operational improvements, and transformation.

To help organizations address this imbalance, Info-Tech has published its Harness AI to Reduce the Cost and Effort of KTLO in IT Operations blueprint. The resource helps CIOs identify AI-enabled opportunities to reduce the cost and effort of keeping the lights on (KTLO), quantify their potential value, assess organizational readiness and risk, and build a portfolio of initiatives for launch.

“KTLO has always been treated as an unavoidable tax on IT, but that mindset is outdated,” says Fred Chagnon, principal research director at Info-Tech Research Group. “Targeted AI investments can help CIOs reduce low-value manual work, reclaim budget and staff time, and reinvest both in innovation. The result is an IT organization that runs smarter and has more capacity to deliver value.”

Info-Tech cautions that common cost-cutting responses can deepen the KTLO problem. Running hardware and software beyond end of life can increase technical debt and security risk; using outsourcing primarily as a cost-reduction strategy can overlook its value in reclaiming capacity and accessing specialized expertise; and eliminating growth or transformation initiatives can starve the business of future value.

Five AI Tactics for Reducing KTLO Cost and Effort
Info-Tech’s research identifies five AI-enabled tactics that IT leaders can assess based on their operational priorities, technology environment, and organizational readiness:

Intelligent incident management and AIOps: Detect anomalies, correlate events across operational silos, support predictive maintenance, and automate common remediation activities.Autonomous patch and vulnerability management: Automate patch prioritization, deployment, and verification to reduce manual effort and support more consistent compliance.Smart data classification, cleaning, and curation: Reduce duplicate and outdated data, storage bloat, and manual data management while strengthening the governed data foundation required for AI.Generative AI service desk and conversational self-service: Deflect routine Tier 1 requests, improve access to support, and free service desk staff to focus on more complex work.AI-assisted script, documentation, and code generation: Accelerate scripting and documentation, preserve knowledge about legacy systems, and reduce the effort required to maintain them.

Info-Tech’s Four-Step Framework for AI-Enabled KTLO Reduction
Identifying a potential use case is only the starting point. CIOs also need to understand its expected value, implementation requirements, and organizational risks before committing resources. To guide that evaluation, the Harness AI to Reduce the Cost and Effort of KTLO in IT Operations blueprint applies a four-step assessment process across all five tactics:

Uncover opportunities. Identify manual, repetitive, and resource-intensive KTLO activities that could benefit from AI and automation.Quantify the value. Estimate the labor time and costs associated with each activity, then project potential cost reductions, reclaimed effort, and time to value.Assess readiness and risk. Evaluate organizational constraints such as data quality, integration requirements, process maturity, skills, change readiness, and implementation risk.Blueprint for launch. Define viable initiatives, accountable teams, expected outcomes, and actionable milestones, then consolidate them into a Quantified KTLO Reduction Initiative Portfolio.

KTLO reduction can also serve as a workforce development opportunity. Applying AIOps, automation, and generative AI to familiar, measurable processes gives IT teams practical experience in a controlled environment and prepares them to lead broader AI initiatives across the organization.

The Harness AI to Reduce the Cost and Effort of KTLO in IT Operations blueprint and its supporting Quantified KTLO Reduction Initiative Portfolio provide CIOs with practical guidance for turning assessed opportunities into executive-level investment proposals. By connecting projected cost and effort reductions with readiness, risk, time to value, and implementation milestones, the research helps leaders move KTLO discussions from short-term cost cutting to measurable reinvestment in innovation.

For exclusive and timely commentary from Info-Tech’s experts, including Fred Chagnon, and access to the complete Harness AI to Reduce the Cost and Effort of KTLO in IT Operations blueprint, please contact pr@infotech.com.

About Info-Tech Research Group
Info-Tech Research Group is the “get things done” partner for over 30,000 IT, HR, and marketing leaders worldwide. The fastest growing research and advisory firm, Info-Tech enables leaders to make well-informed decisions and transform their organizations through AI, strategic foresight, step-by-step methodologies, practical tools, industry-leading advisory, and training programs. For nearly 30 years, tens of thousands of private and public organizations have trusted Info-Tech to lead their most important initiatives through periods of change and deliver outcomes that truly matter.

To learn more about Info-Tech’s HR research and advisory services, visit McLean & Company, and for data-driven software buying insights and vendor evaluations, visit the firm’s SoftwareReviews platform.

Media professionals can register for unrestricted access to research across IT, HR, and software, and hundreds of industry analysts through the firm’s Media Insiders program. To gain access, contact pr@infotech.com.

For information about Info-Tech Research Group or to access the latest research, visit infotech.com and connect via LinkedIn and X.

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SOURCE Info-Tech Research Group

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