eMoney (eMoney) is excited and honored to announce that the company was selected as the winner of the “Best Wealth Management Platform” award from FinTech Breakthrough. “The […]
What your office does in your CRM today should pave the way for efficiencies and growth tomorrow Regardless of the story of origin for your advisory […]
Junxure, an industry-leading CRM solution and technology provider for financial advisors, announced this week the launch of its inaugural Junxure Customer Excellence Awards program. The awards […]
I’ve had the pleasure of co-presenting with Brian Edelman, the President of Financial Computer, Inc. on numerous occasions over the last several years. Recently, as Brian […]
Artiffex, a universal data conversion service and financial data integration platform powered by Ndex Systems, has announced a partnership with QuickBooks Online. The integration means that […]
Emotomy is now fully integrated with Veo so RIAs who custody with TD Ameritrade Institutional can enjoy a seamless experience through a single interface. Within Emotomy, […]
Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider for advisors, announced it is hosting the first ever Ascent conference. The goal of the conference is to provide […]
Redi2 Technologies, a provider of hosted fee billing and revenue management solutions to the global financial services industry, recently announced its integration with FolioDynamix, a leading wealth […]
InvestCloud Inc., a global FinTech firm, and Private Client Resources (PCR), a leading provider of total wealth aggregation services for UHNW families and their advisors, recently […]
TradePMR announced at its 2017 Synergy Conference, an annual gathering for independent registered investment advisors (RIAs) which this year was held May 3-5 at the Eden […]