TCA by E*TRADE, a provider of integrated technology, custody, and practice management support for Registered Investment Advisors (RIAs), recently announced the launch of its account aggregation […]
When discussion among financial technologists turns to financial planning software, FISERV is generally not one of the first names to enter the discussion. Many often forget […]
SalesFocus Solutions, developer of the MARS product suite for the asset management industry, announced that its new MARS v9 platform is available for general release. “We […]
Lincoln Investment, an independent broker/dealer, has partnered with ionlake, LLC, the creators of MyRepChat, to provide their financial advisors with FINRA-compliant text messaging capabilities. The service […]
BNY Mellon’s Pershing Advisor Solutions today announced that Managed360®, a managed account solution designed to help advisors realize increased efficiencies and drive scale, is now available to […]