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, […]
July 28, 2025
If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future […]
July 22, 2025
Kwanti Unveils Enhanced Cover Page Customization, Elevating Advisor Branding and Enterprise Identity
Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, recently announced the […]
July 9, 2025
The Oasis Group released a new research report on Wealth Platforms serving the wealth management industry. The comprehensive study evaluates the role of wealth technology platforms […]
July 2, 2025
If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future […]
June 25, 2025
Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a new integration with PreciseFP, an award-winning client engagement and […]
June 24, 2025
Nitrogen, a leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, and Advyzon, a comprehensive technology platform and portfolio management […]
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 […]