May 30, 2017

eMoney Wins “Best Wealth Management Platform” Award

eMoney (eMoney) is excited and honored to announce that the company was selected as the winner of the “Best Wealth Management Platform” award from FinTech Breakthrough. “The […]
May 25, 2017

Five Essentials of a Working CRM Solution for Advisors

What your office does in your CRM today should pave the way for efficiencies and growth tomorrow Regardless of the story of origin for your advisory […]
May 25, 2017

Junxure to Honor Users at Inaugural Awards Ceremony

Junxure, an industry-leading CRM solution and technology provider for financial advisors, announced this week the launch of its inaugural Junxure Customer Excellence Awards program. The awards […]
May 24, 2017

Using Two Factor Authentication with MS Office 365 Business Edition

I’ve had the pleasure of co-presenting with Brian Edelman, the President of Financial Computer, Inc. on numerous occasions over the last several years. Recently, as Brian […]
May 23, 2017

Artiffex and Ndex Systems will integrate with Intuit’s QuickBooks Online

Artiffex, a universal data conversion service and financial data integration platform powered by Ndex Systems, has announced a partnership with QuickBooks Online. The integration means that […]
May 17, 2017

Emotomy Integrates with TD Ameritrade’s Veo® Platform

Emotomy is now fully integrated with Veo so RIAs who custody with TD Ameritrade Institutional can enjoy a seamless experience through a single interface. Within Emotomy, […]
May 15, 2017

Orion Advisor Services Announces Inaugural Ascent Conference, Will Provide Three Full Days of Training and Industry Insights

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider for advisors, announced it is hosting the first ever Ascent conference. The goal of the conference is to provide […]
May 10, 2017

FolioDynamix and Redi2 Integrate to Better Serve Financial Advisors: DOL Rule, Ability to Scale Drive Decision

Redi2 Technologies, a provider of hosted fee billing and revenue management solutions to the global financial services industry, recently announced its integration with FolioDynamix, a leading wealth […]
May 9, 2017

Private Client Resources and InvestCloud Partner to Deliver Total Wealth Aggregation Services

InvestCloud Inc., a global FinTech firm, and Private Client Resources (PCR), a leading provider of total wealth aggregation services for UHNW families and their advisors, recently […]
May 8, 2017

TradePMR to Integrate FinMason’s Risk Tolerance Process and Analytics into Advisor Workstations

TradePMR announced at its 2017 Synergy Conference, an annual gathering for independent registered investment advisors (RIAs) which this year was held May 3-5 at the Eden […]
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