July 16, 2024

AdvisorEngine Releases Update to their Goals Optimization Engine

The AdvisorEngine platform has many strengths. It’s CRM module, which derived from Junxure CRM is one of the most robust, industry specific CRM applications available today, […]
July 17, 2024

The Oasis Group Releases AI WealthTech Map

The Oasis Group released their AI WealthTech Map, a resource that financial advisors and wealth management firms can use to discover leading artificial intelligence solutions and […]
July 16, 2024

Broadridge Adds Values-Based Investing Tool into Advisor Platform, Enabling Enhanced Advisor-Client Experiences

Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values Broadridge Financial Solutions, Inc. (NYSE:BR) has announced a strategic enhancement […]
July 16, 2024

FinServ Foundation Welcomes Two Distinguished Leaders to its Board of Directors

FinServ Foundation, a 501(c)(3) nonprofit dedicated to fostering talent in the financial services sector, has announced the appointment of two esteemed professionals to its board of […]
July 12, 2024

Envestnet Announces $4.5 Billion Take-Private Transaction with Bain Capital

Envestnet, Inc. (NYSE: ENV) (“the Company” or “Envestnet”), a leading provider of integrated technology, intelligent data and wealth solutions, has announced that it has entered into […]
July 10, 2024

AI Use and Best Practices in the Financial Services Industry

Fintech consultant and T3 friend, Craig Iskowitz, CEO of Ezra Group, is hosting this upcoming webinar Moneyball for AI: How Wealth Management Firms Can Get The […]
July 9, 2024

Nitrogen Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Nitrogen (formerly Riskalyze), announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The […]
July 9, 2024

Advyzon TAMP’s New Partnership With FINIAT Provides Turnkey Trading and Portfolio Management

Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently announced a partnership with FINIAT, a leading […]
July 8, 2024

Edward Tilly Joins Clear Street as President

Clear Street (“Clear Street,” “the Company”), a cloud-native financial technology firm on a mission to modernize the brokerage ecosystem, is pleased to welcome Edward Tilly to […]
June 27, 2024

RISR Marks Launch With $1.5M Capital Raise for Expansion

RISR announced the successful closure of a $1.5 million capital raise. This seed round, which saw participation from financial services industry titans including Kane Brenan, Angelo Grecco, Kevin Lucey, Scott […]
June 27, 2024

Advisor360° Announces Marketing Integration with FMG

Forty-three percent of registered investment advisors (RIAs) are asking for better marketing capabilities, according to recent research from Advisor360°. Now, financial advisors using Advisor360°’s integrated suite of […]
June 27, 2024

Advyzon Releases Third Annual Asset Allocation Study and White Paper

Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, has just released “What’s Going On With Assets in […]
June 26, 2024

Orion Unveils New Standalone Trading Solution, Introduces à la Carte and Bundled Offerings

Orion announced the availability of standalone solutions and a new bundled offering to provide advisors unparalleled flexibility. Orion’s new à la carte and bundled offerings allow […]