Since its introduction in 2015, Redi2 Technologies’ BillFinTM solution has been adopted by more than 265 financial advisors to help them streamline their client billing process, with usage rapidly […]
This week, dozens of leading technology executives and developers gathered in San Diego for the 8th annual TD Ameritrade Institutional1 Tech Summit to collaborate on ways to make […]
I’ve worked in the financial technology industry for nearly six years and have helped countless financial offices get up and running with Redtail as their new […]
Riskalyze recently announced that the next generation Autopilot platform, including the Autopilot Partner Store and Risk Number® Models, is now live and available for advisors. The multi-custodial […]
RightCapital, Inc., a financial planning software platform for Registered Investment Advisors and Independent Broker/Dealers, has secured $1.6 million in new seed capital funding. Camellia Venture Capital […]
Trust Company of America (“TCA”), a provider of integrated technology, custody and practice management support for registered investment advisors (RIAs), announced it has formed a strategic relationship […]
Advizr, a financial planning technology platform, announced that the company has received a $7 million investment via Series A funding. Led by Franklin Templeton, the investment […]
Orion Advisor Services, LLC (“Orion”), a portfolio accounting service provider for advisors, announced it has integrated with Moody’s Analytics, a subsidiary of Moody’s Corporation, to provide advisors […]
Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
FinMason, a Boston-based FinTech and investment analytics firm, is helping industry start-ups overcome one of the biggest challenges faced during the development stage – accessing high […]