January 25, 2022

First Look-AdvisorEngine CRM

A Worthy Successor to Junxure By Joel Bruckenstein, CFP I have been following AdvisorEngine CRM and its predecessor Junxure for an exceedingly long time. It was […]
January 20, 2022

Envestnet | MoneyGuide, FP Alpha Announce Integration

Empowers Advisors to Offer More Personalized Advice FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial […]
January 18, 2022

Introducing AdvisorEngine CRM

The Successor to Junxure Looks Promising AdvisorEngine®, the provider of client relationship management (CRM) and portfolio management technology, has just announced the launch of AdvisorEngine CRM. […]
January 12, 2022

Riskalyze Appoints Tricia Rothschild to Board of Directors

Riskalyze, which provides industry-leading risk assessment and portfolio analytics to tens of thousands of financial advisors, has announced the appointment of 26-year veteran of Morningstar Tricia Rothschild to its board of directors.    […]
January 11, 2022

MoneyGuide Elite with Wealth Studios

By Joel Bruckenstein, CFP As someone who has been reviewing advisor technology for over 20 years, I have seen a lot of advisor-focused technology firms come […]