May 4, 2021
Agenda includes full week of practice management sessions and technology demos for financial advisors and financial services executives Fintech startups will compete in front of industry […]
September 10, 2020
Panoramix, an advisor technology platform, and Shareholders Service Group (SSG), an independent RIA custodian, have announced a new technology partnership that will provide RIAs working with […]
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 […]
September 1, 2020
FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced a strategic partnership with financial planning software provider Envestnet […]
September 1, 2020
August 13, 2020
Fidelity Institutional has announced the launch of Fidelity Bond Beacon, a comprehensive, fully digital fixed income trading solution that helps advisors manage all aspects of individual […]
August 3, 2020
Rowboat Advisors, a technology development company specializing in investing software, announced today that Riskalyze, the industry’s leading risk alignment technology firm, has selected Rowboat Advisors’ tax-efficient […]
July 27, 2020
Silicon Valley, CA based financial technology firm La Meer Inc (www.lameerinc.com) has launched a solution for the SEC’s Regulation Best Interest for Wealth Management. Regulation Best […]
July 27, 2020
Apex Clearing, the digital custody and clearing engine, has announced the launch of a new integration with Orion Advisor Solutions, a premier provider of the tech-enabled […]
July 10, 2020
Fee-for-service payments platform now integrated directly into industry-leading financial planning software system Bozeman, MT, July 10, 2020 AdvicePay, the leading fee-payment-processing platform designed exclusively for financial […]
June 29, 2020
With new financial partner Genstar and existing financial partner TA reinvesting, Orion and Brinker Capital together are positioned to transform the future of the advisor-client relationship […]
June 25, 2020
55ip, the investment strategy engine that empowers advisors to deliver tax-smart investment models and Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), announce a partnership to provide Robertson Stephens’ […]
June 25, 2020
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has launched the second phase […]