December 28, 2017

5 Things to Check Before Choosing a New Platform

When it comes to choosing the right technology solutions for your firm, you know it’s important to kick the tires and check under the hood of […]
December 21, 2017

Financial Freedom by PIEtech, Inc. Helps Clients Budget and Manage Debt

PIEtech’s MoneyGuidePro is excellent financial planning software for advisors doing comprehensive planning with clients that have assets and who typically are not dealing with significant debt […]
December 19, 2017

IBM Announces Q Network to Accelerate Quantum Computing

IBM announced the first clients to tap into its IBM Q early-access commercial quantum computing systems to explore practical applications important to business and science. These […]
December 18, 2017

Schwab Advisor “StreetSmart Edge” offers Advanced Quotes, Trading and Market Data

This year’s Schwab IMPACT conference was a bit light on major Schwab technology announcements, but there was one very interesting new offering from Schwab that has […]
December 15, 2017

Advyzon: One of the Industry’s Best Kept Secrets

It is rare in this industry to come across a well built, intuitive platform for advisors that is value priced, yet relatively unknown; that’s exactly what […]
December 11, 2017

Regal Assets Adds Crypto Currency to Growing Product Line for U.S. Individual Retirement Accounts

Regal Assets LLC, a leader in the Gold IRA space, has now added Bitcoin, Ethereum, Litecoin, Bitcoin Cash, Ethereum Classic, Ripple and Dash to its growing […]
December 4, 2017

RightCapital and Envestnet | Tamarac Announce Integration

RightCapital and Envestnet | Tamarac announced a new integration. RIAs who use RightCapital to help their investor clients with financial and tax planning now will be […]
November 28, 2017

App-only Stockbroker, Freetrade, takes Residence in InvestCloud’s UK Innovation Center, will Use Sandboxed Technology for Market Launch

InvestCloud Inc., a global FinTech firm, has announced UK startup Freetrade as the first firm to enter its UK Innovation Center. Freetrade is using the space […]
November 21, 2017

Right Capital is Becoming a Real Contender in the Financial Planning Software Space

I recently caught up with Right Capital co-founder Shuang Chen, CFA, to get an update on new developments at his firm. In short, I liked what […]
November 15, 2017

Envestnet | Tamarac Launches a New Version of Its Comprehensive RIA Platform

Envestnet | Tamarac has launched the Tamarac platform, a completely redesigned version of its comprehensive portfolio and client management software solution for independent Registered Investment Advisors […]
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