March 14, 2019
Envestnet, the provider of unified wealth management technology and products to financial advisors and institutions today announced that they are purchasing PIEtech, Inc., the developer of […]
March 14, 2019
Envestnet, the provider of unified wealth management technology and products to financial advisors and institutions today announced that they are purchasing PIEtech, Inc., the developer of […]
March 13, 2019
Oranj, the industry’s first free, end-to-end wealth management software, and PIEtech, Inc., creator of MoneyGuidePro®, today announced a strategic integration that unites Oranj’s award-winning account aggregation […]
February 28, 2019
While pursuing new product offerings and market supremacy, fintech platforms seem to have forgotten to try and make advisors’ lives easier. Some companies are hellbent on […]
February 27, 2019
Orion Advisor Services, LLC (“Orion”), a premier portfolio management solution provider for registered investment advisors, announced it will offer nine months of access to their portfolio […]
February 22, 2019
Envestnet | Tamarac announced that Tamarac has agreed to acquire PortfolioCenter, Schwab Performance Technologies’ portfolio management and reporting technology solution for independent registered investment advisers (RIAs). […]
February 20, 2019
Shareholders Service Group (SSG) and Portfolio Pathway announced a new partnership that will provide advisors that use the brokerage and custodial services of SSG access to […]
February 12, 2019
LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced the launch of Client Goals, a new goals-based tool within ClientWorks that enables […]
January 31, 2019
Keeping up with the financial services professional technology sector is no easy task, and one could say the same for tech companies trying to adapt to […]
January 31, 2019
AdvisorEngine, the financial experience company that provides a digital wealth management platform for financial advisors and their clients, today announced the production rollout of its expansive integration […]
January 31, 2019
FinMason, a rapidly-growing fintech firm operating one of the largest investment analytics platforms in the world, announced the rollout of the Five-Minute Financial Plan™ on the […]
January 31, 2019
Angela Pecoraro, Chief Executive Officer for industry-leading financial planning technology provider Advicent, demonstrated an entirely new user interface for NaviPlan as well as a new retirement […]
January 31, 2019
London-based fintech firm, Timeline, has launched comprehensive software for illustrating sustainable withdrawal strategies. The second edition of the software, which is currently in beta, enables advisors to model […]