January 28, 2020

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management […]
January 27, 2020

FMG Suite Launches MarketingCentral for Cetera Financial Group

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced that it has launched MarketingCentral by Cetera​®​––an enterprise solution that delivers […]
January 24, 2020

AdvisorPeak and Totum Risk Announce New Data Integration & Partnership

Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by embedding Totum’s risk analysis […]
January 23, 2020

Act Analytics Launches New ESG Portfolio Analytics Platform for RIAs

Act Analytics, an innovative investment analytics technology platform, announced the launch of a new Environmental, Social and Governance (ESG) portfolio analytics platform that will enable Registered […]
January 9, 2020

T3 Pre-Con Session “Digital Assets Explained” to be Led by Ric Edelman and the RIA Digital Assets Council

Is Bitcoin just another tulip bulb? Or a truly global transformation?At first glance, Bitcoin looks like any other pump-and-dump scheme. But a deeper examination reveals a […]
January 8, 2020

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their […]
January 7, 2020

Envestnet Credit Exchange Adds TD Bank; LightStream, a Division of SunTrust; Nationwide; and First Citizens Bank

Envestnet announced that it will provide financial advisors access to a select lineup of lenders on its recently launched Envestnet Credit Exchange platform. Together, TD Bank; […]
December 13, 2019

SEI Launches Developer Portal

SEI announced the launch of the SEI Developer Portal (the Portal), a global, self-service offering featuring SEI’s suite of application programming interfaces (APIs) for web, mobile, […]
December 12, 2019

Financial Advisors’ Clients Don’t Feel Engaged and Desire More Personalized Communications, According to YCharts Survey Data

YCharts, an investment research, analytics, and client communications platform, announced the results of the company’s How Can Advisors Better Communicate with Clients? survey. The data revealed […]