Envestnet | Tamarac and Flyer announced that their integrated software is now available for advisors looking to enhance trading capabilities and streamline operations. The integration joins […]
CAIS, an advisor technology platform connecting financial advisors with alternative investments, announced the launch of CAIS IQ, a state-of-the-art learning system that helps financial advisors everywhere […]
United Capital, a Goldman Sachs company, announced it has appointed Rachel Schnoll to lead FinLife CX, an ensemble of tools built for independent advisors to bring […]
Benjamin™, an A.I. technology for financial advisors, announced an exciting new integration with fintech company Orion Advisor Technology, LLC. This new integration promises to deliver an […]
Andes Wealth Technologies, where behavioral finance meets analytics, announced that California-based Registered Investment Advisor (RIA), Slow Capital, Inc., has gone live on its modern platform for […]
Timelineapp Tech Limited (Timeline), a fintech company that provides next-generation retirement income software, and Morningstar® ByAllAccounts®, the award-winning data aggregation service, announced an integration that gives […]
Laserfiche, a leading global provider of intelligent content management and business process automation, announced the launch of Laserfiche Vault. Specifically designed for the financial services industry, […]
Aivante, a leading provider of health and wealthanalytics, today announced the availability of a new whitepaper, How Medicare Means Testing and Tax-Deferred Savings Threatens Retirement Security, […]
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has named three new board members : · Marty Bicknell […]
Cetera today announced its participation at the T3 Enterprise Conference, reaffirming its deep commitment to helping the industry understand the challenges and opportunities associated with broad-based […]