November 19, 2019
Published by Joel Bruckenstein at 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 […]
February 28, 2019
Published by Vasyl Soloshchuk at February 28, 2019
While pursuing new product offerings and market supremacy, fintech platforms seem to have forgotten to try and make advisors’ lives easier. Some companies are hellbent on […]
February 27, 2019
Orion Advisor Services, LLC (“Orion”), a premier portfolio management solution provider for registered investment advisors, announced it will offer nine months of access to their portfolio […]
February 22, 2019
Envestnet | Tamarac announced that Tamarac has agreed to acquire PortfolioCenter, Schwab Performance Technologies’ portfolio management and reporting technology solution for independent registered investment advisers (RIAs). […]
February 20, 2019
Shareholders Service Group (SSG) and Portfolio Pathway announced a new partnership that will provide advisors that use the brokerage and custodial services of SSG access to […]
February 12, 2019
LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced the launch of Client Goals, a new goals-based tool within ClientWorks that enables […]
January 31, 2019
Keeping up with the financial services professional technology sector is no easy task, and one could say the same for tech companies trying to adapt to […]
January 31, 2019
AdvisorEngine, the financial experience company that provides a digital wealth management platform for financial advisors and their clients, today announced the production rollout of its expansive integration […]
January 31, 2019
FinMason, a rapidly-growing fintech firm operating one of the largest investment analytics platforms in the world, announced the rollout of the Five-Minute Financial Plan™ on the […]
January 31, 2019
Angela Pecoraro, Chief Executive Officer for industry-leading financial planning technology provider Advicent, demonstrated an entirely new user interface for NaviPlan as well as a new retirement […]
January 31, 2019
London-based fintech firm, Timeline, has launched comprehensive software for illustrating sustainable withdrawal strategies. The second edition of the software, which is currently in beta, enables advisors to model […]
January 31, 2019
Presenting at the T3 Advisor Conference in Denton, Texas BNY Mellon’s Pershing (“Pershing”) called on advisory firms to re-think their business models and technology platform strategy […]
January 30, 2019
Private Client Resources (PCR), a leading provider of data aggregation and wealth information management services to UHNW families, private banks, multi-family offices, and investment advisors, today […]