Posts

January 26, 2021
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Holistiplan Expands Product to Help Advisors Maximize Year-Round Tax Planning Opportunities

Award-winning software created by financial planners  announces new “Tax Prep Letter” feature Holistiplan, a tax planning software that helps advisors scale the process of reviewing a […]
January 26, 2021
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MaxMyInterest Integrates with Redtail Technology

Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution MaxMyInterest (“Max”), a provider of innovative cash management […]
January 25, 2021
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NGL Acquires Everplans, Laying a Foundation for Expansion to Become a Digital Leader in the Insurance and Employee Benefit Landscape

National Guardian Life Insurance Company (NGL) has announced the acquisition of Everplans, a New York City-based digital life-planning and organization company. Everplans will remain a separate […]
January 21, 2021
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Orion Pledges 2021 War Chest of New Resources, Events for Breakaway Advisors

‘Boot camp’ events, expertise networks and pricing deals create new advantages for advisors considering independence. Orion Advisor Solutions, a premier provider of the tech-enabled fiduciary framework […]
January 14, 2021
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Panoramix Launches “Asynchronous Processing” To Streamline Workflows and Enhance Usability

New feature will enable advisors to parallel process data-intensive workflows, creating powerful efficiencies and saving time Panoramix, an advisor technology platform focused on performance reporting and […]
December 16, 2020
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First Rate Selects FinMason to Deliver Third-Party ESG Data

FinMason will Redistribute OWL Analytics’ ESG data via Proprietary API FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, has announced […]
December 16, 2020
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Vise, AI Powered Investment Platform for Advisors Raises $45 Million Ravi Sequoia’s Gupta Joins Vise’s Board

Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B […]
December 14, 2020
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MassMutual to Buy Flourish

Massachusetts Mutual Life Insurance Company (MassMutual) and Stone Ridge Asset Management (Stone Ridge), an asset manager with more than $10 billion in assets under management (AUM) that […]
December 7, 2020
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FIDELITY INSTITUTIONAL℠ HELPS ADVISORS WORK SMARTER THROUGH UPDATES TO WEALTHSCAPE℠, ITS ADVISOR TECHNOLOGY PLATFORM

Fidelity Adds Multi-Account Opening, Multi-TOA (Transfer-of-Assets) Capabilities and More to its Fully Digital Onboarding Experience  Fidelity Expands Digital Service Tools, Leveraging the Power of its Deep […]
December 7, 2020
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benjamin Launches End-to-End “Business Support System” to Transform RIA Businesses

~ Innovative, AI-driven technology synchronizes the RIA and Custodian technology stack to automate over 100 common workflows and tasks; Brings efficiencies, scale and cost savings across […]