September 25, 2020
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RightCapital, Inc. and Allianz Life Insurance Company of North America announced their new partnership.

This partnership enables advisors working with Allianz Life to easily illustrate the impact of various annuity outcomes within a financial plan. RightCapital’s  software integrates seamlessly with […]
September 25, 2020
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Assurant Executor Assist Enables Advisors to Deliver Added Value and Build “Next Generation” Relationships through Identity Theft Protection

Launch of online self-serve solution takes guess work out of settling an estate for executors and families Assurant, Inc. (NYSE: AIZ), an industry leader in senior […]
September 23, 2020
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Franklin Templeton Launches Goals Optimization Engine

Software to Be Delivered Via AdvisorEngine and Others Franklin Templeton has announced the introduction of its proprietary Goals Optimization Engine, or GOETM. The global offering provides […]
September 23, 2020
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Envestnet | Tamarac Strengthens Cash Management Capabilities for RIAs, Forging Integration with Flourish

Data Feed from Flourish Cash is Among the Latest Set of Tech Updates to Tamarac Suite Envestnet, Inc. (NYSE: ENV) has announced that the Envestnet | Tamarac wealth […]
September 10, 2020

Shareholders Service Group (SSG) Inks Preferred Pricing Deal with Panoramix

Panoramix, an advisor technology platform, and Shareholders Service Group (SSG), an independent RIA custodian, have announced a new technology partnership that will provide RIAs working with […]
September 1, 2020
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Advicent Selects MX to Enhance Account Aggregation Capabilities in NaviPlan® Client Portal

Advicent today announced a strategic relationship with MX, a  financial data platform enabling organizations to develop, launch, and power new money experiences, to further improve account […]
September 1, 2020
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MoneyGuide Forge Partnership to Make Annuities Available Directly From Financial Plans

FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced a strategic partnership with financial planning software provider Envestnet […]
September 1, 2020
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Panoranix White Paper Makes the Case for Average Billing

August 13, 2020
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FIDELITY LAUNCHES BOND BEACON, A DIGITAL FIXED INCOME TRADING SOLUTION FOR FIRMS AND ADVISORS

Fidelity Institutional has announced the launch of Fidelity Bond Beacon, a comprehensive, fully digital fixed income trading solution that helps advisors manage all aspects of individual […]
August 3, 2020

Riskalyze Selects Rowboat Advisors for “Intelligent Tax Optimization” Technology Development

Rowboat Advisors, a technology development company specializing in investing software, announced today that Riskalyze, the industry’s leading risk alignment technology firm, has selected Rowboat Advisors’ tax-efficient […]