wealthlab.io is a stand-alone REST API for professional wealth managers and their technology teams. It allows them to easily create client portals or wealth management apps using […]
For financial advisors, the message is loud and clear: invest in technology now or risk being left behind. But there is more to investing in technology […]
Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
I’ve had the pleasure of co-presenting with Brian Edelman, the President of Financial Computer, Inc. on numerous occasions over the last several years. Recently, as Brian […]
The financial technology industry is going through a transformation that is making customer success seamless and effortless. eMoney Advisor is a leader in revolutionizing how clients […]
My usual policy with regard to unsubstantiated rumors is to ignore them, but when a substantial number of people start repeating the same unsubstantiated rumor, it […]