July 16, 2024
The AdvisorEngine platform has many strengths. It’s CRM module, which derived from Junxure CRM is one of the most robust, industry specific CRM applications available today, […]
June 18, 2025
Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, announced a major advancement to its alternative investment capabilities— professionally managed model portfolios with […]
June 16, 2025
Altruist, the modern custodian built for RIAs, announced new institutional-grade FIX trading integrations with Orion and Advyzon*. These integrations allow for orders to be submitted in […]
June 10, 2025
Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), announced the official launch […]
June 10, 2025
Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced a strategic partnership with Prometheum ATS, a FINRA member and SEC-registered broker-dealer and […]
June 3, 2025
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently introduced Clark Richards to the team as Vice President of […]
June 3, 2025
FP Alpha, a premier AI-driven wealthtech platform for financial advisors, announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed […]
June 3, 2025
Syntax Data, a financial data and technology provider offering data-optimized index solutions, and Donoghue Forlines, a Boston-based tactical investment firm that specializes in active risk-managed portfolios, […]
May 21, 2025
AdvicePay, an industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, recently announced the acquisition of AdvisorBOB, a leading independent advisor compensation software company. […]
May 19, 2025
Arete Wealth, a leading broker-dealer and registered investment advisory firm, is pleased to announce a new agreement with Orion, a premier provider of transformative wealthtech solutions […]
May 16, 2025
AdvisorEngine Inc.® announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools. During its […]
May 15, 2025
Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), announced the launch of its new AI assistant, Steve. Developed […]
May 14, 2025
TIFIN, a leader in AI for financial services, has announced the launch of TIFIN AXIS, a platform of AI agents designed to revolutionize middle office operations […]