January 26, 2023

Kwanti Announces New Screener Feature to Help Financial Advisors Discover Best Performing Assets

Kwanti announced the release of Kwanti Screener, a new feature that allows advisors to screen for best performing assets and find the right investment opportunities for […]
January 25, 2023

BridgeFT Launches WealthTech API to Power Digital Wealth Transformation by Creating a New Cloud-Based, API-First Infrastructure for Data, Analytics, and Applications

WealthTech-as-a-Service platform to deliver trade-ready, multi-custodial data, and mission-critical applications through a single API connection BridgeFT, a cloud-native, API-first Wealth Infrastructure software company that enables financial […]
January 24, 2023

T3 / Inside Information Survey is Still Open – but not for long!

The 2023 T3/Inside Information Software Survey is still live, but not for much longer.Over 3,000 responses have come in but we still need and want more! […]
January 24, 2023

What fee models are advisors using? Advyzon’s 2022 Billing & Fee Study may surprise you

Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently released “What Fee Models Are Advisors Using?“, a white […]
January 19, 2023

FNZ to acquire YieldX

Advisors Can Access to FNZ’s end-to-end platform and YieldX’s fixed income portfolio management technology in one offering FNZ, the global wealth management platform, has agreed to […]
January 19, 2023

FP Alpha releases 2nd Generation Roth Conversion tool, The Roth Conversion Simulator

Allows advisors to instantly optimize, visualize, and quantify Roth conversions  FP Alpha, an AI-driven advanced planning platform for financial advisors has released the next iteration of […]
January 9, 2023

Employment, Education, and Family Insights Now Available in Catchlight

Catchlight, a firm dedicated to helping independent RIAs scale and grow organically through the use of powerful data and proprietary AI models, has recently added enhancements […]
October 16, 2022

One World 65W USB PD Charging Station

A Single Solution for All Your Travel Needs By Joel Bruckenstein, CFP Whether you are a road warrior or a casual traveler, you need to keep […]
October 4, 2022

Envestnet Launches Intelligent Financial Life™ Advisor Practice Score

Industry-first interactive assessment shows high-scoring advisors significantly outperform low-scoring peers in total client assets managed At a time when traditional financial planning has become table-stakes and […]
September 30, 2022

AdvisorEngine Introduces Data Visualization Dashboards

AdvisorEngine has announced new data visualization dashboards thatprovide insights tailored to specific roles across key wealth managementfocus areas. The capability was unveiled today at the Bob […]