October 19, 2018

Redtail Technology Adds Artificial Intelligence to Advisor CRM

Redtail, a leading provider of client relationship management (CRM) solutions for financial services firms, announced the rollout of advanced artificial intelligence capabilities that will enable advisory […]
October 18, 2018

Vestmark to Acquire Adhesion Wealth Advisor Solutions

Vestmark, a provider of portfolio management and trading solutions for financial advisors and institutions, announced the acquisition of Charlotte-based Adhesion Wealth Advisor Solutions (Adhesion). Adhesion, a […]
October 17, 2018

Fidelity Introduces Integration Exchange, Allowing Firms to Custom-Build a Tech Stack from more than 100 Third-Party Tools

Fidelity® announced the launch of WealthscapeSM Integration Xchange, its open architecture digital store. With Integration Xchange, wealth management firms can explore a variety of integration options to design […]
October 12, 2018

Portfolio Analysis Tool from AdvisorEngine Powered by WisdomTree Added to Junxure CRM

AdvisorEngine, a company that provides a digital wealth management technology platform for financial advisors, announced the addition of Portfolio Analysis Tool powered by WisdomTree. The availability of this […]
October 12, 2018

T3’s Joel Bruckenstein partners with Brian Hamburger and MarketCounsel to produce the second annual T3 Elite Advisor Symposium

Once again, Joel Bruckenstein, CEO of Technology Tools for Today (T3), will host the T3 Elite Advisor Symposium being held immediately before the MarketCounsel Summit. Bruckenstein will […]
October 11, 2018

Riskalyze and Snappy Kraken Roll Out New Automated Lead-Gen Campaign for Financial Advisors

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has developed a visually stunning digital marketing campaign exclusively for Riskalyze’s […]
October 10, 2018

InterGen Data to Provide “Predictive Life Event” Capabilities on Orion Advisor Platform

InterGen Data, Inc. (InterGen), an AI-driven technology company that helps financial services firms identify when their clients are likely to have an important life event occur […]
October 9, 2018

New Custody Solution for Cash and Exempt Securities Reduces Transaction Costs and Shortens the Settlement Cycle for Private Placements

North Capital Investment Technology (“NCIT”), a market-leading provider of technology services for exempt securities offerings, announced the launch of a new custody solution for funding platforms and introducing […]
September 13, 2018

Carson Group Forms Strategic Relationship with Barron’s and Creighton University’s Heider College of Business

Carson Group, a family of companies committed delivering trusted financial advice, announced the launch of a partnership with financial publication Barron’s and Creighton University to help educate the […]
//]]>