December 30, 2019
When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
November 19, 2019
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 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, 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, 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™, 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 […]
October 31, 2019
Andes Wealth Technologies, where behavioral finance meets analytics, announced that California-based Registered Investment Advisor (RIA), Slow Capital, Inc., has gone live on its modern platform for […]
October 30, 2019
Timelineapp Tech Limited (Timeline), a fintech company that provides next-generation retirement income software, and Morningstar® ByAllAccounts®, the award-winning data aggregation service, announced an integration that gives […]
October 29, 2019
Laserfiche, a leading global provider of intelligent content management and business process automation, announced the launch of Laserfiche Vault. Specifically designed for the financial services industry, […]
October 29, 2019
Aivante, a leading provider of health and wealthanalytics, today announced the availability of a new whitepaper, How Medicare Means Testing and Tax-Deferred Savings Threatens Retirement Security, […]
October 28, 2019
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has named three new board members : · Marty Bicknell […]
October 28, 2019
Cetera today announced its participation at the T3 Enterprise Conference, reaffirming its deep commitment to helping the industry understand the challenges and opportunities associated with broad-based […]
October 28, 2019
PlanPlus Global today at the T3 Enterprise Conference taking place in Ft. Lauderdale announced the launch of its new goal-based planning module, ProPlanner — further enhancing […]