August 11, 2023
By Joel Bruckenstein, CFP With so much of the market’s attention focuses on the outcome of the upcoming transfer of TD Ameritrade accounts to the Schwab […]
February 25, 2025
Libretto announced a new feature enabling advisors to generate personalized, graphic-rich, white-label client letters with the click of a button. “Libretto scales sophisticated planning, asset allocation, […]
February 25, 2025
TaxStatus announced the launch of its Financial Baseline Report – a tool that empowers financial professionals with a comprehensive view of a client’s financial standing with […]
February 24, 2025
Advancing its commitment to delivering leading-edge artificial intelligence (AI) capabilities, Raymond James today announced that Stuart Feld has been promoted to the position of Chief Artificial Intelligence Officer. […]
February 21, 2025
Apex Fintech Solutions Inc. (“Apex”) announced the upcoming launch of Apex Alts, a groundbreaking solution designed to democratize access to alternative investments for customers of broker […]
February 19, 2025
Addepar, a leading global technology and data platform for investment professionals, announced the launch of Alts Data Management, Private Fund Benchmarks, and cash flow forecasts in […]
February 13, 2025
Morningstar, Inc. announced an agreement that will make SS&C’s Black Diamond® Wealth Platform the first wealth platform to integrate with the newly launched Direct Advisory Suite from Morningstar. The alliance […]
February 12, 2025
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a partnership with the Correspondent Clearing division of StoneX […]
February 11, 2025
Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, announced two platform enhancements designed to deliver AI-driven campaign automation and insights, streamline marketing activity and […]
February 4, 2025
Syntax Data, a leading provider of direct indexing technology, today announced a partnership with global index provider, FTSE Russell, to integrate its indices on the Syntax […]
January 29, 2025
OneVest, a comprehensive wealth management technology platform, announced the closure of a $20 million USD Series B equity funding round. The round was led by Salesforce […]
January 27, 2025
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprises that serve them, announced a new collaboration with Snowflake, the AI Data Cloud […]