July 16, 2019
Salesforce, the world’s leading CRM platform provider, announced today the release of a new bundled solution for financial services professionals. Dubbed “Grow Client Relationship Fast Start” […]
July 16, 2019
Salesforce, the world’s leading CRM platform provider, announced today the release of a new bundled solution for financial services professionals. Dubbed “Grow Client Relationship Fast Start” […]
July 11, 2019
Orion Advisor Services, LLC (“Orion”), a leading portfolio management solution provider for registered investment advisors, announced today it has acquired Advizr, Inc., a financial planning and […]
July 1, 2019
Oranj has taken the next step in their quest to help advisors spend less time managing and more time advising clients through simple, yet elegant and […]
June 28, 2019
RightCapital, a next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans, has integrated with CircleBlack, a wealth management platform […]
June 27, 2019
Attending any RIA custodian or independent broker/dealer conference as a technology reporter is always a hit or miss affair. Every year, you can count on these […]
June 26, 2019
Real Wealth® Marketing and Redtail Technology now seamlessly integrate with the click of a button. “We are excited for this integration and are proud to be […]
June 25, 2019
Harness Wealth, a New York-based WealthTech business focused on giving individuals access to the best financial advice, will open its platform to the public today. By […]
June 21, 2019
Envestnet | Tamarac announced that digital account-opening services for independent registered investment advisors (RIAs) are now widely available through TD Ameritrade Institutional and Schwab Advisor Services™, […]
June 20, 2019
CAIS, a leading financial technology platform connecting financial advisors with alternative investments, announced an integration partnership with Private Client Resources (PCR) to streamline the timely and […]
June 18, 2019
Orion Advisor Services, LLC (“Orion”), a premier portfolio management solution provider for registered investment advisors, today announced enhancements to existing integrations with web-based CRM provider Redtail […]
June 17, 2019
BNY Mellon’s Pershing (“Pershing”) announced a series of strategic initiatives to help clients accelerate digitization of their business models. The initiatives around automation, integration and digital […]
June 14, 2019
BNY Mellon’s Pershing (“Pershing”) announced new solutions designed to help broker-dealers and advisors capitalize on the opportunities in the fast-growing Latin American market. Lockwood Offshore Asset […]