May 15, 2020
Published by Joel Bruckenstein at May 15, 2020
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By Joel Bruckenstein, CFP A couple of news items out of Charles Schwab & Co. last week prompted me to catch up with, Neesha Hathi, Executive […]
February 17, 2020
Today, i65 Medicare Optimization Software announces the launch of i65 2.0. For millions of Americans, Medicare is both confusing and scary. “To get the unbiased guidance […]
February 17, 2020
Expanding the services it offers to assist financial advisors, fpPathfinder is announcing impactful upgrades to its checklist tools. The new interactive checklist experience will also include […]
February 17, 2020
Today, Covisum®, the developer of Social Security Timing®, Tax Clarity®, SmartRisk™, and Income InSight® software solutions for financial advisors and institutions, announced a new offering – […]
February 14, 2020
Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, today announced Livetrack – your Co-pilot for retirement journeys – at […]
February 14, 2020
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Orion Advisor Tech, LLC (“Orion”), […]
February 14, 2020
Orion Advisor Technology (Orion), one of the premier providers of financial advisor technology and investment solutions, today announced it has updated the Orion Connect integration on […]
February 13, 2020
StockOpter.com, one of the industry’s leading applications for equity compensation valuation and risk analysis, has been enhanced to track client 10b5-1 trading plans. These trading plans […]
February 13, 2020
RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables […]
January 31, 2020
Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and a premier provider of financial advisor technology and enhanced investment solutions, announced significant progress toward […]
January 29, 2020
Workplace by OS33, an Ambassador Sponsor of FSI, is proud to announce at FSI OneVoice 2020 its unveiling of Workplace Stronghold, an advanced, purpose-built cloud security […]
January 28, 2020
Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management […]
January 28, 2020
Published by John Bowen at January 28, 2020
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Editor’s note: John Bowen, founder and CEO of CEG Worldwide, will speak at the T3 Advisor Conference on February 19, 2020 from 11:55 am – 12:25 […]