September 10, 2019

Morningstar Launches Goal Bridge to Help Improve Investor Outcomes

Morningstar, Inc., a leading provider of independent investment research, today launched Goal Bridge, a planning and proposal solution that enables advisors to connect goals-based planning and […]
August 29, 2019

RightCapital Provides Right Tools for Financial Planning Students

Twenty Universities Using Award-Winning Software to Educate Students, Train for Professional Positions, Give PFP Students a “Leg Up” RightCapital, a next-generation financial planning solution that provides […]
August 27, 2019

Black Diamond Wealth Platform Integrates MyRIACompliance Software to Provide Real-Time Updates

RIA in a Box announced that its MyRIACompliance software now integrates with SS&C’s Black Diamond® Wealth Platform. The integration allows joint clients to automate the compliance […]
August 13, 2019

Original ScratchWorks 2018 Investors Add $3.5 Million to Snappy Kraken Seed Round

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced that it has received an additional round of funding […]
June 26, 2019

Real Wealth® Now Integrates With Redtail Technology

Real Wealth® Marketing and Redtail Technology now seamlessly integrate with the click of a button. “We are excited for this integration and are proud to be […]
June 25, 2019

WealthTech Company Harness Wealth Launches Its Services to the Public Poised to Transform Access to the Best Financial, Tax, and Trust & Estate Planning

Harness Wealth, a New York-based WealthTech business focused on giving individuals access to the best financial advice, will open its platform to the public today. By […]