July 9, 2025

The Oasis Group Releases Research Report Analyzing Wealth Platforms

The Oasis Group released a new research report on Wealth Platforms serving the wealth management industry. The comprehensive study evaluates the role of wealth technology platforms […]
July 2, 2025

T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors – Part 2

If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future […]
June 25, 2025

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a new integration with PreciseFP, an award-winning client engagement and […]
June 24, 2025

Nitrogen and Advyzon Partner for Integrated Portfolio Analytics, Portfolio Management & CRM

Nitrogen, a leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, and Advyzon, a comprehensive technology platform and portfolio management […]
June 18, 2025

Envestnet Expands Access to Alternatives with Integrated Models and Advisor-Traded Capabilities

Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, announced a major advancement to its alternative investment capabilities— professionally managed model portfolios with […]
June 16, 2025

Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion

Altruist, the modern custodian built for RIAs, announced new institutional-grade FIX trading integrations with Orion and Advyzon*. These integrations allow for orders to be submitted in […]
June 10, 2025

Integrated Partners Launches Unified Technology Dashboard Powered by Invent

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), announced the official launch […]
June 10, 2025

Syntax Data and Prometheum ATS Partner to Deliver Indexing Services into Blockchain Securities Infrastructure

Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced a strategic partnership with Prometheum ATS, a FINRA member and SEC-registered broker-dealer and […]
June 3, 2025

Advyzon Appoints Clark Richards, Seasoned Industry Executive, as Vice President of Client Success

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently introduced Clark Richards to the team as Vice President of […]
June 3, 2025

FP Alpha Unveils Estate Insights 2.0; Helping Financial Advisors Deliver Deeper, More Actionable Planning

FP Alpha, a premier AI-driven wealthtech platform for financial advisors, announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed […]