October 19, 2020
By Joel Bruckenstein, CFP The job of a software reviewer can be challenging at times. In order to have credibility with readers, you must do your […]
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 […]
March 1, 2021
Andes Wealth Technologies, an innovator in advisor technology, recently announced a new integration with SS&C Technologies’ Black Diamond® Wealth Platform. Andes Wealth Technologies is the first […]
February 26, 2021
Smarsh® recently released its 10th Annual Risk & Compliance Survey Report, capturing the responses of more than 100 compliance professionals in the financial services industry. The […]
January 26, 2021
Award-winning software created by financial planners announces new “Tax Prep Letter” feature Holistiplan, a tax planning software that helps advisors scale the process of reviewing a […]
January 26, 2021
Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution MaxMyInterest (“Max”), a provider of innovative cash management […]