RightCapital, a next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans, announced the launch of the RightCapital App – […]
Most of us know that so-called “robo-advisory platforms” represent the future. A number of advisors are already delegating their smallest accounts to Schwab Intelligent Portfolios, Betterment […]
Carson Group, a family of companies committed delivering trusted financial advice, announced the launch of a partnership with financial publication Barron’s and Creighton University to help educate the […]
LifeYield, LLC, a tax-smart, risk-smart household-level portfolio management software, announced an integration with SS&C’s Black Diamond® Wealth Platform. LifeYield’s proprietary Taxficient Score™ and suite of Proposal […]
Schwab Advisor Services while at the Orion Ascent 2018 conference in Miami previewed its Digital Account Open tool, which will be in pilot for independent advisors […]
Oranj, the first free, end-to-end wealth management software, and Redtail Technology, a leading provider of web-based client relationship management (CRM) for financial advisers, have announced their integration. Redtail and Oranj […]
Advyzon, an industry-leading, cloud-based financial advisor technology platform, announced the addition of enhanced composite reporting capabilities. These new features will enable advisors to easily demonstrate the […]