Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that Value Line Funds has joined the growing list of […]
Docupace, a leader in cloud-based digital operations software for wealth management firms, today announced it has secured a significant growth equity investment from FTV Capital, a […]
Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager™ billing […]
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has partnered with ATA RiskStation, […]
Envestnet | Yodlee, a data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced today that it has come to terms with Charles Schwab […]
Holistiplan has announced the formal roll-out of a new feature called “Solve for Max” – an enhancement to their award-winning program that can now with “Solve […]
The technology that supports your investment advisory and financial planning business is an important factor in your success. But for many advisory firms, the cost of […]
ATA RiskStation, LLC, a cloud-based risk analytics and enterprise compliance solution provider, is a participant in the Oracle for Startups program, an initiative to support global […]