Oranj, a company that builds software for advisors to use in servicing, collaborating, managing and connecting with their clients, has announced that they now have a […]
Orion Advisor Services has announced the general release of Orion Social, an advisor-facing application that connects advisors with Orion experts, online training tutorials, and advisor peers […]
StatPro Group, a provider of cloud-based portfolio analysis and asset pricing services for the global asset management industry, has agreed to buy from UBS its risk and performance […]
True North Networks, a managed technology outsourced, cybersecurity service and private cloud hosting provider, and Helpful Office, a full-service information technology-consulting firm announced that they have merged. The merger […]
Industry leading fintech firm, FinMason, is now providing easy and flexible access to one of the largest independent analytics platforms in wealth management. The launch of […]
The annual T3 Advisor Conference, which this year was held February 14-17, 2017 at the Hyatt Regency Garden Grove Hotel in Anaheim, CA, is our profession’s […]
eMoney Advisor recently announced the launch of eMoney for Enterprise, a new division dedicated to supporting the unique needs of firms seeking scalable technology solutions. This […]
BNY Mellon’s Albridge recently announced that it will provide the newly independent advisory firm InR Advisory Services LLC (lnR) with its integrated data aggregation and performance reporting solution: […]
T. Rowe Price recently announced the launch of T. Rowe Price®ActivePlus Portfolios, a digital discretionary investment management and advisory solution designed for investors who want access to […]