SMArtX Advisory Solutions (“SMArtX”), a Turnkey Asset Management Platform (TAMP), announced at the T3 Conference the expansion of its direct indexing with 14 new models from […]
Consumers have long understood the impact their personal credit scores have on their financial lives. Now financial advisors will have the ability to offer their clients […]
MarTech company Snappy Kraken has created an automated marketing machine called Seminar Freedom that will allow advisors to deliver a seminar once and then show it […]
FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisors, staff and client […]
Advisor Metrix, a business intelligence platform for financial advisors, today at the T3 Technology Conference for financial advisors announced the public release of its software, including […]
Capital Preferences, a behavioral economics, decision science and financial technology firm, has announced the launch of TrueProfile.com – and their first product called Risk Essentials which is available […]
Talking taxes can be tricky for advisors, yet it is a critical piece of retirement planning. Regulations, and industry standards limit who can provide “tax advice.” […]
If you had any doubt about who the technology thought leader among the major RIA custodians is, the 2018 LINC Conference should have put those doubts […]
North Capital, a provider of technology and brokerage services for exempt securities offerings, is now offering a utility token (a.k.a., an AI token), that can be […]