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” […]
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 […]
January 30, 2019
RIA in a Box, LLC, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, today launched the Vendor […]