August 11, 2020
By Joel Bruckenstein, CFP AssetBook just officially released the Pulse Platform, their third-generation portfolio management and accounting system. The platform has been in beta testing with […]
December 2, 2020
StockOpter.com, an industry leading application for equity compensation valuation and risk analysis has been completely redesigned and enhanced. This new version of StockOpter is now available […]
November 16, 2020
Bicknell invests $1.8 million, joins Lifeworks Advisors’ Board Lifeworks Advisors, a growth oriented independent RIA firm, announced today that the company has received a strategic investment […]
October 29, 2020
Deal Could Really Move the Needle for LPL LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of leading retail investment advisory firm and independent broker/dealer […]
October 20, 2020
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that BodesWell.io, a self-service financial planning company, has selected FinMason […]
September 29, 2020
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced it has analyzed over 20 million portfolios […]
September 29, 2020
Act Analytics, an innovative ESG-based investment analytics technology platform, today announced the release of an ESG News Analytics solution that monitors ESG events for publicly traded […]
September 25, 2020
This partnership enables advisors working with Allianz Life to easily illustrate the impact of various annuity outcomes within a financial plan. RightCapital’s software integrates seamlessly with […]
September 25, 2020
Launch of online self-serve solution takes guess work out of settling an estate for executors and families Assurant, Inc. (NYSE: AIZ), an industry leader in senior […]
September 23, 2020
Software to Be Delivered Via AdvisorEngine and Others Franklin Templeton has announced the introduction of its proprietary Goals Optimization Engine, or GOETM. The global offering provides […]
September 23, 2020
Data Feed from Flourish Cash is Among the Latest Set of Tech Updates to Tamarac Suite Envestnet, Inc. (NYSE: ENV) has announced that the Envestnet | Tamarac wealth […]
September 1, 2020
Advicent today announced a strategic relationship with MX, a financial data platform enabling organizations to develop, launch, and power new money experiences, to further improve account […]