November 7, 2018

MyRepChat to Provide Compliant Text Messaging Capabilities for Lincoln Investment

Lincoln Investment, an independent broker/dealer, has partnered with ionlake, LLC, the creators of MyRepChat, to provide their financial advisors with FINRA-compliant text messaging capabilities. The service […]
October 31, 2018

Carrasco International Airport is First Fully Digital Airport in Latin America, with Curb-to-Gate Biometric Journey Already in Operation

Carrasco International Airport has kicked off self-service biometric boarding today. For the first time in Latin America, LATAM Airline passengers have boarded the plane without having […]
October 30, 2018

AdvisoryWorld Adds Monte Carlo Simulation and Fee Transparency to Advisor Proposal Generator

AdvisoryWorld, a leading software provider for financial advisors, announced that Advisor Proposal Generator, the Company’s interactive proposal tool, now features Monte Carlo simulation as comprehensive fee […]
October 24, 2018

AdvisorClarity Powers Up Business Intelligence Platform, Infuses FinMason’s Robust Investment Analytics

AdvisorClarity, a leading provider of comprehensive business intelligence software for independent financial advisory firms, announced that the firm has selected FinMason to power its investment analytics. […]
October 23, 2018

Advicent debuts NaviPlan® Client Report Editor enhancement for enterprise users at T3 Enterprise Conference

Advicent, an industry-leading financial planning technology provider based in Milwaukee, WI, unveiled the NaviPlan Client Report Editor, which provides a new level of client report configurability that will […]
October 23, 2018

Oranj Partners with Vestmark to Expand Access to Third-Party Investment Models and Improve Advisor Experience

Vestmark, a leading provider of portfolio management and trading solutions for financial institutions and advisors, announced a partnership with Chicago-based financial technology firm Oranj. Vestmark Advisory […]
October 23, 2018

Apex Clearing Expands Fractional Trading Capabilities to Support Self-Directed Brokerages

Apex Clearing, a leader in digital wealth management, announced that it is planning to offer its fractional trading capabilities to clients, enabling real-time trading of shares. […]
October 22, 2018

cleverDome’s New President Shares Plans for Continued Growth Path, Makes Announcements at 2018 T3 Enterprise Conference

cleverDome, Inc.™, a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “Under the Dome”TM (i.e., secure and off the […]