June 22, 2017

Advizr Financial Planning Technology Platform Receives $7 million in Series A Funding

Advizr, a financial planning technology platform, announced that the company has received a $7 million investment via Series A funding. Led by Franklin Templeton, the investment […]
June 21, 2017

Orion Advisor Services Adds Moody’s Investors Service Bond Ratings

Orion Advisor Services, LLC (“Orion”), a portfolio accounting service provider for advisors, announced it has integrated with Moody’s Analytics, a subsidiary of Moody’s Corporation, to provide advisors […]
June 19, 2017

FinMason Launches FinTech Accelerator Program with Free Access to Investment Analytics API

FinMason, a Boston-based FinTech and investment analytics firm, is helping industry start-ups overcome one of the biggest challenges faced during the development stage – accessing high […]
June 16, 2017

Thomson Reuters Releases BlockOne IQ into Blockchain Developer Community

Thomson Reuters says in a recent news release that it is the first major industry player to make a smart oracle available in the blockchain ecosystem […]
June 13, 2017

Advisor View™ Application from Envestnet | Tamarac Helps Advisors Find and Act on Client Information

Envestnet | Tamarac has improved the ways users can find and update records in its Advisor View™ portfolio management and performance reporting application. This roll-out is part […]
June 12, 2017

Dave Welling Departs SS&C Advent; Robert Roley to Oversee Entire Advent Business

Dave Welling has resigned from SS&C Advent to pursue a new opportunity. Robert Roley, General Manager of SS&C Advent will now oversee the entire Advent business. […]
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

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 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, […]
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