Posts

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 20, 2017

Fidelity Updates Advisor Technology Study: eAdvisors Experience Higher AUM, Compensation, Job Satisfaction

Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
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. […]
June 9, 2017

Who Benefits From All The Technology Financial Advisors are Buying?

Publisher’s note: Guest columnist John Ndege makes the case for being strategic about your technology purchases, a philosophy I heartily endorse. I am less enthusiastic about […]
June 8, 2017

Quick Takes: An Update on Capitect

Quick Takes are designed to provide readers with a quick overview of a product or service of interest. They are not designed to be a comprehensive […]
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 […]
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