July 16, 2019
Published by Joel Bruckenstein at July 16, 2019
Salesforce, the world’s leading CRM platform provider, announced today the release of a new bundled solution for financial services professionals. Dubbed “Grow Client Relationship Fast Start” […]
November 7, 2018
Lincoln Investment, an independent broker/dealer, has partnered with ionlake, LLC, the creators of MyRepChat, to provide their financial advisors with FINRA-compliant text messaging capabilities. The service […]
November 1, 2018
BNY Mellon’s Pershing Advisor Solutions today announced that Managed360®, a managed account solution designed to help advisors realize increased efficiencies and drive scale, is now available to […]
October 31, 2018
Carrasco International Airport has kicked off self-service biometric boarding today. For the first time in Latin America, LATAM Airline passengers have boarded the plane without having […]
October 30, 2018
AdvisoryWorld, a leading software provider for financial advisors, announced that Advisor Proposal Generator, the Company’s interactive proposal tool, now features Monte Carlo simulation as comprehensive fee […]
October 29, 2018
What’s missing in traditional financial planning analytics? Here are a few things to consider. As it turns out there are a few gaps. Financial planning grew […]
October 24, 2018
AdvisorClarity, a leading provider of comprehensive business intelligence software for independent financial advisory firms, announced that the firm has selected FinMason to power its investment analytics. […]
October 23, 2018
Advicent, an industry-leading financial planning technology provider based in Milwaukee, WI, unveiled the NaviPlan Client Report Editor, which provides a new level of client report configurability that will […]
October 23, 2018
Vestmark, a leading provider of portfolio management and trading solutions for financial institutions and advisors, announced a partnership with Chicago-based financial technology firm Oranj. Vestmark Advisory […]
October 23, 2018
Apex Clearing, a leader in digital wealth management, announced that it is planning to offer its fractional trading capabilities to clients, enabling real-time trading of shares. […]
October 23, 2018
Orion Advisor Services, LLC, a leading portfolio management solution provider for registered investment advisors, announced the expansion of its investment management capabilities with the availability of […]
October 22, 2018
cleverDome, Inc.™, a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “Under the Dome”TM (i.e., secure and off the […]
October 22, 2018
On day #1 at the T3 Enterprise Conference on October 22, 2018, ATA RiskStation CEO Aladin Abughazaleh kicked off the conference from the main stage by […]