Posts

May 4, 2021
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Orion Teams With FeeX For Management of Held-Away Assets

Data integration grants advisors compliant, secure, direction of 401(k)s and other accounts Orion Advisor Solutions, a provider of the tech-enabled fiduciary framework that empowers financial advisors […]
May 4, 2021

T3 and ScratchWorks Team Up for One Big Week in Texas

Agenda includes full week of practice management sessions and technology demos for financial advisors and financial services executives Fintech startups will compete in front of industry […]
April 20, 2021
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AdvisorEngine completes integration with Schwab Advisor Center ® to deliver personalization at scale for independent advisors

For the first time, RIAs can access Schwab Advisor Center client data as part of AdvisorEngine’s end-to-end technology platform AdvisorEngine®, the financial experience company, announced today […]
April 16, 2021
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GCF Launches “FinVal” Business Valuation Technology Platform for Financial Advisors

Digital valuation tool will enable Financial Advisors to simply and easily generate comprehensive business valuations, creating new opportunities to work with high-potential business owner prospects and […]
April 16, 2021
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Orion Advisor Solutions Completes HiddenLevers Acquisition, Announces Preferred Pricing & Integration Timeline

Orion Advisor Solutions  has announced the completion of its acquisition of HiddenLevers, laying out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s […]
April 15, 2021

FP Alpha Celebrates “Tax Day” With Release of Roth Conversion Simulator

A Simple, Elegant Solution to the Roth Conversion Calculation By Joel Bruckenstein, CFP Although we have a reprieve until May this year, April 15th is traditionally […]
April 8, 2021
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Envestnet Acquires Harvest Savings & Wealth Technologies

Envestnet has acquired fintech innovator Harvest Savings & Wealth Technologies, which provides automated goals-based saving tools and wealth solutions to banks, credit unions, trust companies, and […]
March 31, 2021
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Advisor Websites and Snappy Kraken Partner to Make Marketing Easier for Financial Advisors

New integration allows advisors to easily implement and monitor automated marketing campaigns through their website platform Connecting with clients just got more streamlined for financial advisors, […]
March 30, 2021
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Envestnet MoneyGuide Launches Two New Blocks

‘Spend vs. Borrow’ and ‘Mortgage Refinance’ Blocks to Enhance Ongoing Advisor-Client Conversations  Envestnet | MoneyGuide announced the launch of two new blocks – the Spend vs. […]
March 23, 2021
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FIRST RATE LAUNCHES NEW AI-DRIVEN INNOVATIONS AND ENHANCED DATA AGGREGATION CAPABILITIES

First Rate, a  provider of financial service technology solutions to the wealth management marketplace, has announced the release of a completely redesigned and enhanced technology platform. […]