November 15, 2018
When discussion among financial technologists turns to financial planning software, FISERV is generally not one of the first names to enter the discussion. Many often forget […]
October 23, 2018
Advicent, an industry-leading financial planning technology provider based in Milwaukee, WI, unveiled the NaviPlan Client Report Editor, which provides a new level of client report configurability that will […]
October 23, 2018
Vestmark, a leading provider of portfolio management and trading solutions for financial institutions and advisors, announced a partnership with Chicago-based financial technology firm Oranj. Vestmark Advisory […]
October 23, 2018
Apex Clearing, a leader in digital wealth management, announced that it is planning to offer its fractional trading capabilities to clients, enabling real-time trading of shares. […]
October 23, 2018
Orion Advisor Services, LLC, a leading portfolio management solution provider for registered investment advisors, announced the expansion of its investment management capabilities with the availability of […]
October 22, 2018
cleverDome, Inc.™, a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “Under the Dome”TM (i.e., secure and off the […]
October 22, 2018
On day #1 at the T3 Enterprise Conference on October 22, 2018, ATA RiskStation CEO Aladin Abughazaleh kicked off the conference from the main stage by […]
October 22, 2018
FCI , a Managed Security Service Provider (MSSP) dedicated to the financial services industry, and Workplace by OS33 (a suite of turnkey SaaS solutions that enables […]
October 22, 2018
I recently attended the first ever AdvisorEngine Conference, and I was impressed. This event presented several challenges for the AdvisorEngine management, and to my mind they […]
October 19, 2018
Redtail, a leading provider of client relationship management (CRM) solutions for financial services firms, announced the rollout of advanced artificial intelligence capabilities that will enable advisory […]
October 18, 2018
Vestmark, a provider of portfolio management and trading solutions for financial advisors and institutions, announced the acquisition of Charlotte-based Adhesion Wealth Advisor Solutions (Adhesion). Adhesion, a […]
October 17, 2018
Fidelity® announced the launch of WealthscapeSM Integration Xchange, its open architecture digital store. With Integration Xchange, wealth management firms can explore a variety of integration options to design […]
October 12, 2018
AdvisorEngine, a company that provides a digital wealth management technology platform for financial advisors, announced the addition of Portfolio Analysis Tool powered by WisdomTree. The availability of this […]