February 19, 2020

Motive Partners Acquires Majority Interest of Fiserv Investment Services Business, Unveils Rebrand and Growth Vision

Motive Partners, a specialist private equity firm focused on technology-enabled business and financial services companies, today announced the closing of its previously announced transaction with Fiserv, […]
May 8, 2019

Morningstar Launches Model Marketplace Integrated with Morningstar Office Cloud

Morningstar, Inc., a leading provider of independent investment research, introduced the Model Marketplace, a centralized distribution platform that allows advisors to quickly and cost efficiently research […]
January 31, 2019

2019 Software Survey and Analysis from Bob Veres and Joel Bruckenstein Available Now

Keeping up with the financial services professional technology sector is no easy task, and one could say the same for tech companies trying to adapt to […]
December 6, 2016

Trust Builders Introduces Online Plan Participant Tools, Batch Processing to Create Retirement Readiness Reports

Trust Builders, Inc, a company specializing in retirement modeling, analysis and illustration software for 401(k), 403(b) and government retirement plan advisors, announced the release of its […]
November 4, 2016

Trust Builders Enhances TRAK Gap Analysis with New “Sequence of Returns” Feature

At the T3 Enterprise Conference in Las Vegas, Trust Builders, Inc. announced the release of the Sequence of Returns calculator with integration in The Retirement Analysis […]
November 4, 2016

Cetera Financial Group Announces Strategic Vision for Future Technology Ecosystem

Cetera Financial Group (“Cetera” or “the Company”)*, a leading network of independent broker/dealer firms, announced its strategic vision to redefine the delivery of “best interest” retail […]
October 27, 2016

Envestnet’s Enhanced Integration with MoneyGuide Pro® Empowers Advisors with Solutions to Comply with DOL Fiduciary Rule Requirements

Envestnet, Inc. and Envestnet | Tamarac announced they are strengthening the level of integration with MoneyGuidePro® across both platforms, giving advisors scalable, efficient tools to gather information […]
September 27, 2016

T. Rowe Price Launches New Automated Sales Tool for Retirement Plan Advisors

T. Rowe Price Retirement Plan Services, Inc. announced today the launch of the Essential Choice sales tool, a Web-based application that allows retirement plan advisors to create […]
September 14, 2016

Black Diamond Enhances Reporting, Announces New Partnerships with Riskalyze and Advizr

SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, recently announced expanded capabilities of its Black Diamond® wealth platform, including enhanced […]
May 11, 2016

InvestCloud Announces the Launch of BB8; Next Generation Digital Platform

InvestCloud, Inc, the first of its kind Digital Applet Platform for the financial services industry, supporting 660+ advisors and institutions with $1.5 trillion on platform, announced […]