Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act to optimize the liabilities side of their clients’ balance […]
A new whitepaper called “Innovative Strategies for Financial Advisors: Harnessing the Alts Tech Advantage” is available now. Developed in partnership with research provider Blue Vault, fintech consulting […]
CAIS announced the launch of its new SaaS platform, CAIS Solutions, which uses the power of CAIS technology to centralize and streamline alternative investment funds, no matter […]
RiXtrema announces the launch of its newest AI product, RemAI. RemAI has the power to revolutionize research, communication, and trading in financial markets. The new product […]
Once again, Michael Kitces and the Kitces Report have dubbed T3 as the best technology conference of its kind. The T3 Advisor Tech Conference in 2024 […]
Advyzon announced updated integration capabilities with RightCapital. Advyzon’s integration with RightCapital sends data directly from Advyzon through API access and offers multiple capabilities, including connecting important […]
Advyzon announced details on the inaugural Advyzon Conference, which will take place February 20-22, 2024 at the Sheraton Phoenix Downtown Hotel. Advyzon’s conference mission is to […]
Kwanti announced a new integration with Altruist. Accounts held at Altruist can now be linked into Kwanti, with portfolio data refreshed every night from Altruist to […]
This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]