August 11, 2020
By Joel Bruckenstein, CFP AssetBook just officially released the Pulse Platform, their third-generation portfolio management and accounting system. The platform has been in beta testing with […]
September 29, 2020
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced it has analyzed over 20 million portfolios […]
September 29, 2020
Act Analytics, an innovative ESG-based investment analytics technology platform, today announced the release of an ESG News Analytics solution that monitors ESG events for publicly traded […]
September 25, 2020
This partnership enables advisors working with Allianz Life to easily illustrate the impact of various annuity outcomes within a financial plan. RightCapital’s software integrates seamlessly with […]
September 25, 2020
Launch of online self-serve solution takes guess work out of settling an estate for executors and families Assurant, Inc. (NYSE: AIZ), an industry leader in senior […]
September 23, 2020
Software to Be Delivered Via AdvisorEngine and Others Franklin Templeton has announced the introduction of its proprietary Goals Optimization Engine, or GOETM. The global offering provides […]
September 23, 2020
Data Feed from Flourish Cash is Among the Latest Set of Tech Updates to Tamarac Suite Envestnet, Inc. (NYSE: ENV) has announced that the Envestnet | Tamarac wealth […]
September 1, 2020
Advicent today announced a strategic relationship with MX, a financial data platform enabling organizations to develop, launch, and power new money experiences, to further improve account […]
September 1, 2020
FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced a strategic partnership with financial planning software provider Envestnet […]
August 13, 2020
Fidelity Institutional has announced the launch of Fidelity Bond Beacon, a comprehensive, fully digital fixed income trading solution that helps advisors manage all aspects of individual […]