Posts

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 […]
November 9, 2017

Maintaining Marital Bliss at Retirement: MoneyGuidePro’s New App Can Help

At a time when divorce rates are dropping for younger adults, the divorce rate for older Americans is rising significantly. Among U.S. adults ages 50 and […]
November 6, 2017

MoneyGuidePro® Launches New Options to Help Americans Plan for a Confident Retirement

PIEtech℠, creator of MoneyGuidePro®, announced the latest software release that focuses on helping consumers engage in financial planning in new ways. Proprietary research conducted by PIEtech℠ […]
November 3, 2017

SS&C Acquires Modestspark, Absorbs Employees, Adds 400 Clients

SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, announced its acquisition of Modestspark, a leading digital service provider to financial […]
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