June 9, 2023
A multi-custodial, open architecture operating system By Joel Bruckenstein, CFP In an era of rapid technological advancements and evolving investor expectations, Pershing X, a fintech business […]
October 22, 2024
Smarsh, the global leader in communications data and intelligence, today announced the rollout of its new Annual Services Plan (ASP), a service delivery model that provides greater flexibility […]
October 22, 2024
Advyzon Investment Management (AIM) and Syntax Data announced a partnership that will provide financial advisors with the ability to produce highly customized financial portfolios at scale. […]
October 15, 2024
Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announced the firm’s latest investments in cutting-edge programs and tools […]
October 10, 2024
In a landmark move to transform the wealth management industry, Lighthouse Wealth Tech Labs (Lighthouse), a new solutions incubator by the founders of Beacon Strategies, LLC (Beacon), a […]
October 8, 2024
CapIntel, a leading proposal generation and client engagement platform, and FactSet, a global financial digital platform and enterprise solutions provider, have entered a strategic partnership to enhance […]
October 7, 2024
As independent advisors continue to add new clients and grow share of wallet, automated custodial solution helps streamline onboarding processes TradePMR, a technology and custodial services […]
September 24, 2024
Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was named the winner of the […]
September 12, 2024
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, was named the winner of the ‘Model Marketplaces’ […]
August 27, 2024
The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research series called Vantage Point Peaks, which provides in-depth reports and […]
August 20, 2024
TradePMR announced the additions of four industry veterans to its already robust technology team. The strategic new hires come aboard at a pivotal time to support […]
August 14, 2024
Advyzon announced that Samantha Schwimmer has joined the team as Chief Marketing Officer. With nearly 15 years of experience in the financial services industry, Schwimmer brings […]
August 13, 2024
FusionIQ announced a mutual referral agreement with interVal. The collaboration is expected to create significant synergy that will transform how financial advisors leverage wealthtech to deliver […]