December 13, 2019

SEI Launches Developer Portal

SEI announced the launch of the SEI Developer Portal (the Portal), a global, self-service offering featuring SEI’s suite of application programming interfaces (APIs) for web, mobile, […]
December 12, 2019

Financial Advisors’ Clients Don’t Feel Engaged and Desire More Personalized Communications, According to YCharts Survey Data

YCharts, an investment research, analytics, and client communications platform, announced the results of the company’s How Can Advisors Better Communicate with Clients? survey. The data revealed […]
December 11, 2019

BlackRock and 55ip Make Model Portfolios Less Taxing

55ip, an investment strategy engine that empowers advisors to automate tax management using sophisticated quantitative capabilities, announced its partnership with BlackRock Model Portfolios. The partnership will […]
December 5, 2019

Flourish Cash Announces Data Connection with eMoney Advisor

Flourish Cash, a cash management platform for independent advisors, announced an exciting new data connection with eMoney Advisor (eMoney), a provider of technology solutions and services […]
December 4, 2019

WisdomTree Launches Physically-Backed Bitcoin ETP

WisdomTree, the exchange traded fund (“ETF”) and exchange traded product (“ETP”) sponsor, has announced the launch of its first cryptocurrency product, a physically-backed Bitcoin ETP. The […]
November 19, 2019

Schwab IMPACT: “All In” on Technology

The theme of this year’s Schwab IMPACT Conference was “All In”, and it was gratifying that the theme extended to technology. When I last visited IMPACT […]
November 15, 2019

Envestnet | Tamarac and Flyer Roll Out Co-Pilot OMS to Advisors

Envestnet | Tamarac and Flyer announced that their integrated software is now available for advisors looking to enhance trading capabilities and streamline operations. The integration joins […]
November 12, 2019

CAIS Launches Artificial Intelligence Learning Platform, CAIS IQ, to Transform How Financial Advisors Learn About Alternative Investments

CAIS, an advisor technology platform connecting financial advisors with alternative investments, announced the launch of CAIS IQ, a state-of-the-art learning system that helps financial advisors everywhere […]
November 6, 2019

United Capital Announces Rachel Schnoll to Lead FinLife CX

United Capital, a Goldman Sachs company, announced it has appointed Rachel Schnoll to lead FinLife CX, an ensemble of tools built for independent advisors to bring […]
November 5, 2019

Benjamin Announces Integration with Orion

Benjamin™, an A.I. technology for financial advisors, announced an exciting new integration with fintech company Orion Advisor Technology, LLC. This new integration promises to deliver an […]