Keeping up with the financial services professional technology sector is no easy task, and one could say the same for tech companies trying to adapt to […]
AdvisorEngine, the financial experience company that provides a digital wealth management platform for financial advisors and their clients, today announced the production rollout of its expansive integration […]
FinMason, a rapidly-growing fintech firm operating one of the largest investment analytics platforms in the world, announced the rollout of the Five-Minute Financial Plan™ on the […]
Angela Pecoraro, Chief Executive Officer for industry-leading financial planning technology provider Advicent, demonstrated an entirely new user interface for NaviPlan as well as a new retirement […]
London-based fintech firm, Timeline, has launched comprehensive software for illustrating sustainable withdrawal strategies. The second edition of the software, which is currently in beta, enables advisors to model […]
Presenting at the T3 Advisor Conference in Denton, Texas BNY Mellon’s Pershing (“Pershing”) called on advisory firms to re-think their business models and technology platform strategy […]
Private Client Resources (PCR), a leading provider of data aggregation and wealth information management services to UHNW families, private banks, multi-family offices, and investment advisors, today […]
RIA in a Box, LLC, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, today launched the Vendor […]
Orion Advisor Services, a premier portfolio management solution provider for registered investment advisors, today at T3 Advisor Conference revealed a series of new product updates and […]
Chalice Financial Network™, a Software-as-a-Service (SaaS)-based member benefit organization for independent financial advisors, announced today that its Chief Information Officer, Christopher Giles, is hosting an in-depth […]