September 10, 2020

Shareholders Service Group (SSG) Inks Preferred Pricing Deal with Panoramix

Panoramix, an advisor technology platform, and Shareholders Service Group (SSG), an independent RIA custodian, have announced a new technology partnership that will provide RIAs working with […]
September 1, 2020
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Advicent Selects MX to Enhance Account Aggregation Capabilities in NaviPlan® Client Portal

Advicent today announced a strategic relationship with MX, a  financial data platform enabling organizations to develop, launch, and power new money experiences, to further improve account […]
September 1, 2020
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MoneyGuide Forge Partnership to Make Annuities Available Directly From Financial Plans

FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced a strategic partnership with financial planning software provider Envestnet […]
September 1, 2020
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Panoranix White Paper Makes the Case for Average Billing

August 13, 2020
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FIDELITY LAUNCHES BOND BEACON, A DIGITAL FIXED INCOME TRADING SOLUTION FOR FIRMS AND ADVISORS

Fidelity Institutional has announced the launch of Fidelity Bond Beacon, a comprehensive, fully digital fixed income trading solution that helps advisors manage all aspects of individual […]
August 3, 2020

Riskalyze Selects Rowboat Advisors for “Intelligent Tax Optimization” Technology Development

Rowboat Advisors, a technology development company specializing in investing software, announced today that Riskalyze, the industry’s leading risk alignment technology firm, has selected Rowboat Advisors’ tax-efficient […]
July 27, 2020
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La Meer Inc. offers solution for Regulation Best Interest Compliance

Silicon Valley, CA based financial technology firm La Meer Inc (www.lameerinc.com) has launched a solution for the SEC’s Regulation Best Interest for Wealth Management.  Regulation Best […]
July 27, 2020
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Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

Apex Clearing, the digital custody and clearing engine, has announced the launch of a new integration with Orion Advisor Solutions, a premier provider of the tech-enabled […]
July 10, 2020
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AdvicePay and Envestnet | MoneyGuide Announce Technology Integration

Fee-for-service payments platform now integrated directly into industry-leading financial planning software system Bozeman, MT, July 10, 2020 AdvicePay, the leading fee-payment-processing platform designed exclusively for financial […]
June 29, 2020
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Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

With new financial partner Genstar and existing financial partner TA reinvesting, Orion and Brinker Capital together are positioned to transform the future of the advisor-client relationship […]