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 […]
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 […]
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! […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]