May 4, 2021
Agenda includes full week of practice management sessions and technology demos for financial advisors and financial services executives Fintech startups will compete in front of industry […]
May 4, 2021
Data integration grants advisors compliant, secure, direction of 401(k)s and other accounts Orion Advisor Solutions, a provider of the tech-enabled fiduciary framework that empowers financial advisors […]
April 20, 2021
For the first time, RIAs can access Schwab Advisor Center client data as part of AdvisorEngine’s end-to-end technology platform AdvisorEngine®, the financial experience company, announced today […]
April 16, 2021
Digital valuation tool will enable Financial Advisors to simply and easily generate comprehensive business valuations, creating new opportunities to work with high-potential business owner prospects and […]
April 16, 2021
Orion Advisor Solutions has announced the completion of its acquisition of HiddenLevers, laying out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s […]
April 8, 2021
Envestnet has acquired fintech innovator Harvest Savings & Wealth Technologies, which provides automated goals-based saving tools and wealth solutions to banks, credit unions, trust companies, and […]
March 31, 2021
New integration allows advisors to easily implement and monitor automated marketing campaigns through their website platform Connecting with clients just got more streamlined for financial advisors, […]
March 30, 2021
‘Spend vs. Borrow’ and ‘Mortgage Refinance’ Blocks to Enhance Ongoing Advisor-Client Conversations Envestnet | MoneyGuide announced the launch of two new blocks – the Spend vs. […]
March 23, 2021
First Rate, a provider of financial service technology solutions to the wealth management marketplace, has announced the release of a completely redesigned and enhanced technology platform. […]
March 23, 2021
FP Alpha, an AI-driven document automation and planning recommendation engine, launches new enhancement to their tax planning module, The Tax Snapshot FP Alpha, an AI-driven wealth […]
March 22, 2021
The 2021 T3/Inside Information Software Survey report is now available. This report is a product of months of data analysis by Bob Veres of Inside Information and Joel Bruckenstein of T3. With more than 5,100 respondents, this is by far the most statistically viable report on this important topic in the profession.
March 16, 2021
Envestnet (NYSE: ENV) announced today it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on […]
March 2, 2021
AssetMark Financial Holdings, Inc. (NYSE: AMK) has announced it will acquire Voyant, a provider of SaaS-based financial planning and client digital engagement solutions. Voyant serves more […]