May 27, 2020
Published by Joel Bruckenstein at May 27, 2020
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By Joel Bruckenstein, CFP PlanTechHub, a new financial planning tool that was previewed at the 2020 T3 Advisor Conference in San Diego, is now available for […]
February 19, 2020
FMG Suite, LLC, a private San Diego-based company delivering a leading cloud-based marketing automation platform for financial service professionals, today announced the addition of Curator™––an artificial […]
February 19, 2020
Carson Group, one of the fastest growing financial services firms in the country, announced that as of April 1, 2020, Carson will cover technology costs for […]
February 19, 2020
Indyfin, a new prospecting and growth solution for financial advisors, recently launched in Texas. Indyfin takes the risk out of sourcing leads for financial advisors by […]
February 18, 2020
FP Alpha, an AI-powered technology solution for financial advisors, was launched today by Andrew Altfest, President of Altfest Personal Wealth Management. FP Alpha is the first […]
February 18, 2020
The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), a premier provider of financial advisor technology, today […]
February 18, 2020
Folio Financial will give a presentation entitled “Personalization Matters: Digital Wealth Technology to Reshape the Client Experience” at this year’s Technology Tools for Today (T3) Advisor […]
February 18, 2020
ETFLogic has announced new product releases on its Insights Platform, Model Marketplace and Portfolio Builder, bringing increasingly powerful tools to the advisor workflow. These tools allow […]
February 18, 2020
Whealthcare Planning, a technology company offering one of the only health and longevity-focused planning platforms for financial advisors, announced today that financial services industry veteran Kevin […]
February 18, 2020
Skience, a leading wealth management services and solution provider, announces the delivery of a new release of the firm’s signature wealth management platform designed to improve […]
February 18, 2020
Fidelity® today announced that Integration Xchange, the company’s award-winning open architecture digital store, is rolling out self-service functionality to make it easier for wealth management firms to […]
February 18, 2020
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions, today announced the release of an open API for its […]
February 17, 2020
CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology […]