August 11, 2020
Published by Joel Bruckenstein at August 11, 2020
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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 […]
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 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 […]