AdvisorEngine Inc., a digital wealth management platform, has acquired the assets of Kredible Technologies, Inc. (“Kredible”), a technology-enabled, research-driven firm targeting financial advisors with the goal […]
Industry leading fintech firm, FinMason, is now providing easy and flexible access to one of the largest independent analytics platforms in wealth management. The launch of […]
AdvisorEngine, the innovative digital wealth management platform that has become a leader in the financial services industry over the past three years, announced today at T3 […]
Today’s announcement of WisdomTree’s investment in AdvisorEngine, and the name change from Vanare to AdvisorEngine, are net positives for a number of reasons. Let’s start with […]
Vanare, an innovative digital wealth management technology platform that has been gaining momentum in the financial services industry for approximately three years, announced today that it […]
Vanare, the wealth management technology platform with a highly customizable white-labeled Roboadvisor, and FinMason, the financial education firm focused on investment risk, have partnered to help […]
Integration pairs a fully customizable roboadvisor and account opening platform with industry-leading CRM Vanare, an innovative wealth management technology platform, and Redtail Technology, a leading provider of client relationship […]
Financial advisors can now aggregate all of their clients’ financial data into a fully configurable online wealth management platform with advisor-built asset-class models, client risk assessments […]