January 19, 2018
The future of mortgage lending holds tremendous promise, but today’s industry vision for how to leverage emerging technology is far too fixated on cost reduction to […]
January 21, 2016
Salentica CRM provides actionable custody account data through the Schwab OpenView Gateway® to improve client service, operations and compliance – a significant efficiency optimizer for RIAs. […]
January 21, 2016
First financial services integration for Everplans Professional since launch in June 2015 Everplans and Redtail Technology today announced a new relationship and completion of initial integration […]
January 21, 2016
Premier Retirement Income Modeling Tool Generates Income Strategies Using Actual Products Questar Capital℠ Corporation announced today it is now providing RetireUp’s innovative retirement income planning tool […]
January 21, 2016
RiXtrema announced that it is now integrated with Morningstar OfficeSM, Morningstar’s practice and portfolio management system for financial advisors. Now, dual clients of RiXtrema and Morningstar […]
January 21, 2016
Just Released: A Fidelity study identified a strong linkage between the use of technology and advisor success metrics. Participating eAdvisors, who used more than twice as […]
January 20, 2016
Quite a few people at the recently concluded eMoney Summit were surprised to hear that eMoney and PIEtech, Inc., the developer of MoneyGuidePro had agreed to […]