April 8, 2021
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Envestnet Acquires Harvest Savings & Wealth Technologies

Envestnet has acquired fintech innovator Harvest Savings & Wealth Technologies, which provides automated goals-based saving tools and wealth solutions to banks, credit unions, trust companies, and […]
March 31, 2021
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Advisor Websites and Snappy Kraken Partner to Make Marketing Easier for Financial Advisors

New integration allows advisors to easily implement and monitor automated marketing campaigns through their website platform Connecting with clients just got more streamlined for financial advisors, […]
March 30, 2021
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Envestnet MoneyGuide Launches Two New Blocks

‘Spend vs. Borrow’ and ‘Mortgage Refinance’ Blocks to Enhance Ongoing Advisor-Client Conversations  Envestnet | MoneyGuide announced the launch of two new blocks – the Spend vs. […]
March 23, 2021
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FIRST RATE LAUNCHES NEW AI-DRIVEN INNOVATIONS AND ENHANCED DATA AGGREGATION CAPABILITIES

First Rate, a  provider of financial service technology solutions to the wealth management marketplace, has announced the release of a completely redesigned and enhanced technology platform. […]
March 23, 2021
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FP Alpha Launched New Tax Tool for Advisors: The Tax Snapshot

FP Alpha, an AI-driven document automation and planning recommendation engine, launches new enhancement to their tax planning module, The Tax Snapshot FP Alpha, an AI-driven wealth […]
March 22, 2021
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T3 and Inside Information Reveal Results of 2021 Advisor Software Survey

The 2021 T3/Inside Information Software Survey report is now available. This report is a product of months of data analysis by Bob Veres of Inside Information and Joel Bruckenstein of T3. With more than 5,100 respondents, this is by far the most statistically viable report on this important topic in the profession.
March 16, 2021
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Envestnet Acquires Apprise Labs Technology Solutions

Envestnet (NYSE: ENV) announced today it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on […]
March 2, 2021
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Voyant Acquisition Accelerates the AssetMark Financial Wellness Vision

AssetMark Financial Holdings, Inc. (NYSE: AMK) has  announced it will acquire Voyant, a  provider of SaaS-based financial planning and client digital engagement solutions. Voyant serves more […]
March 1, 2021
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Andes Wealth Technologies Announces Integration with SS&C’s Black Diamond Wealth Platform

Andes Wealth Technologies, an innovator in advisor technology, recently announced a new integration with SS&C Technologies’ Black Diamond® Wealth Platform. Andes Wealth Technologies is the first […]
February 26, 2021
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Smarsh Survey Highlights Regulatory Risks Of Remote Work With Intensified Use Of Digital Communications By Financial Firms

Smarsh® recently released its 10th Annual Risk & Compliance Survey Report, capturing the responses of more than 100 compliance professionals in the financial services industry. The […]