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, […]
October 21, 2025
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and financial services, announced its acquisition of Mobile Assistant, a leader in advisor transcription services. […]
October 20, 2025
It’s that time of year when independent financial advisors, RIA leaders, and practice managers can shape the future of advisor technology. The annual T3 / Inside […]
October 15, 2025
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced that financial planning will be a new offering on their […]
October 14, 2025
Dynamic Portfolio Strategies (DPS), a leading investment research company and provider of algorithmic investment models, announced the integration of its model suite onto the Advyzon Investment […]
October 10, 2025
Focal, an AI-powered productivity platform purpose-built for financial advisors, announced today that it has raised a $5 million seed round from top venture capital and wealth […]
October 9, 2025
Orion announced a refreshed visual identity that reflects the company’s innovation, momentum, and commitment to advisor success. The updated branding comes on the heels of a landmark […]
October 9, 2025
iAltA Holdings (“iAltA”), backed by WestCap, announced that former Envestnet co-founder and CEO Bill Crager has joined the company’s founding team, where he will focus on creating more intelligent […]
October 8, 2025
Syntax, a financial data and technology provider, announced the launch of its proprietary Syntax Market Share Data, a first-of-its-kind product that will make it easy and […]
October 8, 2025
Flourish, a platform that helps registered investment advisors (RIAs) execute on holistic financial plans to secure their clients’ financial futures, announced an expanded integration between its […]
October 1, 2025
Hamachi.ai (“Hamachi”) today announced its official launch, unveiling a breakthrough AI-powered communication platform that streamlines and accelerates dialogue across the wealth management ecosystem. Founded by fintech innovators Eric Clarke (Orion), Brian McLaughlin (Redtail), Mike […]
October 1, 2025
For the second year in a row, Kwanti was named the winner of the ‘Portfolio Analytics’ award in the Technology Providers category of the 2025 WealthManagement.com […]
September 25, 2025
Advyzon and Advyzon Investment Management (AIM), were both named winners at the 2025 WealthManagement.com Industry Awards. The annual competition and industry-leading awards program often referred to […]