November 19, 2019
The theme of this year’s Schwab IMPACT Conference was “All In”, and it was gratifying that the theme extended to technology. When I last visited IMPACT […]
December 13, 2019
SEI announced the launch of the SEI Developer Portal (the Portal), a global, self-service offering featuring SEI’s suite of application programming interfaces (APIs) for web, mobile, […]
December 12, 2019
YCharts, an investment research, analytics, and client communications platform, announced the results of the company’s How Can Advisors Better Communicate with Clients? survey. The data revealed […]
December 11, 2019
55ip, an investment strategy engine that empowers advisors to automate tax management using sophisticated quantitative capabilities, announced its partnership with BlackRock Model Portfolios. The partnership will […]
December 5, 2019
Flourish Cash, a cash management platform for independent advisors, announced an exciting new data connection with eMoney Advisor (eMoney), a provider of technology solutions and services […]
December 4, 2019
WisdomTree, the exchange traded fund (“ETF”) and exchange traded product (“ETP”) sponsor, has announced the launch of its first cryptocurrency product, a physically-backed Bitcoin ETP. The […]
November 19, 2019
The theme of this year’s Schwab IMPACT Conference was “All In”, and it was gratifying that the theme extended to technology. When I last visited IMPACT […]
November 15, 2019
Envestnet | Tamarac and Flyer announced that their integrated software is now available for advisors looking to enhance trading capabilities and streamline operations. The integration joins […]
November 12, 2019
CAIS, an advisor technology platform connecting financial advisors with alternative investments, announced the launch of CAIS IQ, a state-of-the-art learning system that helps financial advisors everywhere […]
November 6, 2019
United Capital, a Goldman Sachs company, announced it has appointed Rachel Schnoll to lead FinLife CX, an ensemble of tools built for independent advisors to bring […]
November 5, 2019
Benjamin™, an A.I. technology for financial advisors, announced an exciting new integration with fintech company Orion Advisor Technology, LLC. This new integration promises to deliver an […]
October 31, 2019
Andes Wealth Technologies, where behavioral finance meets analytics, announced that California-based Registered Investment Advisor (RIA), Slow Capital, Inc., has gone live on its modern platform for […]
October 30, 2019
Timelineapp Tech Limited (Timeline), a fintech company that provides next-generation retirement income software, and Morningstar® ByAllAccounts®, the award-winning data aggregation service, announced an integration that gives […]