February 18, 2020
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Andrew Altfest Launches New AI-Driven Advisor Technology, FP Alpha

FP Alpha, an AI-powered technology solution for financial advisors, was launched today by Andrew Altfest, President of Altfest Personal Wealth Management. FP Alpha is the first […]
February 18, 2020
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Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), a premier provider of financial advisor technology, today […]
February 18, 2020
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Folio Financial to Present on Digital Wealth and Direct Indexing Capabilities at T3 Advisors Conference

Folio Financial will give a presentation entitled “Personalization Matters: Digital Wealth Technology to Reshape the Client Experience” at this year’s Technology Tools for Today (T3) Advisor […]
February 18, 2020
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ETFLogic Announces a new Product Release Bringing Powerful Enhancements to the Advisor Workflow with Model Marketplace and Portfolio Building Tools

ETFLogic has announced new product releases on its Insights Platform, Model Marketplace and Portfolio Builder, bringing increasingly powerful tools to the advisor workflow. These tools allow […]
February 18, 2020
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Whealthcare Planning, LLC Names Industry Veteran Kevin Ruth as Interim CEO

Whealthcare Planning, a technology company offering one of the only health and longevity-focused planning platforms for financial advisors, announced today that financial services industry veteran Kevin […]
February 18, 2020
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Fidelity Adds New Self-Service Capabilities In Its Open Architecture Digital Store, Integration Xchange

Fidelity® today announced that Integration Xchange, the company’s award-winning open architecture digital store, is rolling out self-service functionality to make it easier for wealth management firms to […]
February 18, 2020
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RIA in a Box Launches Open API for MyRIACompliance® at T3 Advisor Conference

RIA in a Box, a leading provider of compliance, operations and registration software and services solutions, today announced the release of an open API for its […]
February 17, 2020

CircleBlack Selects Redi2’s BillFin™ for Advanced Fee Billing Partner

CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology […]
February 17, 2020

Financial Advisors Can Now Provide Medicare Guidance to Clients Without Having to Become Medicare Experts or Sell Insurance

Today, i65 Medicare Optimization Software announces the launch of i65 2.0. For millions of Americans, Medicare is both confusing and scary. “To get the unbiased guidance […]