July 31, 2016

RightCapital Secures $1 Million Seed Money, Plans to Expand / Enhance Platform

RightCapital, Inc., a leading financial planning platform for registered investment advisors and independent broker-dealers, has secured $1 million in a seed capital fund raise. Camellia Venture […]
July 29, 2016

Envestnet | Tamarac to Roll Out Client Portal 2.0

Firm Also Introduces New Interactive Reporting & Chart Tools, plus Enhancements for Management & Reporting of Alternatives, in Latest Technology Release Envestnet | Tamarac has completely […]
July 28, 2016

Ed Saxon On … Storytelling Skills for Financial Advisors

While at the T3 Advisor conference, February 2016, Academy Award winning producer Ed Saxon talked with Joel Bruckenstein about the best way for financial advisors to […]
July 28, 2016

4 Technology Predictions That Will Affect Your Clients’ User Experience

The fear of having to make common financial decisions should be the last thing on your clients’ minds. In an industry where calculating, budgeting, and investing […]
July 25, 2016

Salesforce Launches Shield for Financial Services Cloud

Salesforce the cloud based CRM platform company, today introduced Shield for Financial Services Cloud. The new solution can be used to assist financial advisors, retirement plan […]
July 22, 2016

Advisor Software, Quovo Partner to Strengthen Goals-Based Planning Capabilities for Wealth Managers

Integration Provides Easy Access to High-Quality, Independently Aggregated Data that Pieces Together a Holistic Planning Picture for Each Client Advisor Software, Inc. has teamed up with Quovo to […]
July 22, 2016

Wells Fargo and Amazon Team Together for New Student Offering

New agreement extends private student loan discounts to Amazon Prime Student customers Wells Fargo Education Financial Services, the nation’s largest private student lender amongst U.S. commercial […]
July 20, 2016

Rise of the Machines

Whether it’s a young Arnold Schwarzenegger breaking through a wall or a space station turning against you, the machine takeover has been on the minds of […]
July 18, 2016

The FUSE Notification Platform

Another Cutting Edge Innovation from Orion Orion Advisor Services has long had a well-deserved reputation for innovation in the financial advisory technology industry. They were among […]
July 18, 2016

MaxMyInterest Integrates Laser App Software to Streamline Client Onboarding Process for Financial Advisors

Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, and MaxMyInterest, which offers a cloud-based service that […]
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