January 21, 2016

Custody Account Data Now Actionable in Salentica® CRM with Schwab OpenView Gateway®

Salentica CRM provides actionable custody account data through the Schwab OpenView Gateway® to improve client service, operations and compliance – a significant efficiency optimizer for RIAs. […]
January 21, 2016

Everplans and Redtail Announce Relationship to Deliver Streamlined End-of-Life Planning Technology to Advisors

First financial services integration for Everplans Professional since launch in June 2015 Everplans and Redtail Technology today announced a new relationship and completion of initial integration […]
January 21, 2016

Questar Capital Provides RetireUp for Retirement Income Modeling

Premier Retirement Income Modeling Tool Generates Income Strategies Using Actual Products Questar Capital℠ Corporation announced today it is now providing RetireUp’s innovative retirement income planning tool […]
January 21, 2016

Morningstar OfficeSM and RiXtrema Integrate: Seamless Portfolio Crash Testing to Benefit Platform Users

RiXtrema announced that it is now integrated with Morningstar OfficeSM, Morningstar’s practice and portfolio management system for financial advisors. Now, dual clients of RiXtrema and Morningstar […]
January 21, 2016

Fidelity Study shows that Tech-Savvy Advisors (eAdvisors) are More Successful

Just Released: A Fidelity study identified a strong linkage between the use of technology and advisor success metrics. Participating eAdvisors, who used more than twice as […]
January 20, 2016

Strange Bedfellow?

Quite a few people at the recently concluded eMoney Summit were surprised to hear that eMoney and PIEtech, Inc., the developer of MoneyGuidePro had agreed to […]
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