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, […]
December 2, 2025
Global management and technology consultancy Capco, a Wipro company, and PureFacts Financial Solutions, a leading provider of revenue management software, announced a strategic partnership combining their […]
December 2, 2025
Practifi introduced Practifi Intelligence, a suite of AI-powered capabilities built directly into its CRM to support advisory teams with continuous, wealth-focused intelligence. Available for clients to […]
November 29, 2025
CogniCor, a provider of AI-enabled productivity and workflow automation solutions for the wealth management industry, announced that its WealthMate capabilities and Advisor Copilot platform are now available on […]
November 24, 2025
BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, announced that it is expanding its investment in […]
November 19, 2025
GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announced the launch of AI Document Access, a significant enhancement to its flagship Do […]
November 18, 2025
FP Alpha, the AI-driven tax, estate and insurance planning tool for financial advisors, announced the successful integration of its platform with eMoney Advisor, a leading financial planning solution. […]
November 18, 2025
WealthLine, a demand generation technology provider that designs comprehensive artificial intelligence (“AI”) solutions for financial advisors, announced the launch of WealthReach, a prospecting and intent data platform […]
November 18, 2025
Altruist, the tech-forward wealth platform for independent registered investment advisors (RIAs), announced that Hazel, its powerful AI platform, can now uniquely draw on real-time Altruist account, beneficiary, […]
November 11, 2025
Syntax Data, a financial data and technology provider offering data-optimized index solutions, and PM Insights, a leading independent market data provider for venture-backed private companies, today […]
November 11, 2025
Holistiplan, known primarily for its tax planning software, has been recognized with a 2025 WealthManagement.com Industry Award (the “Wealthies”) for its insurance and personal risk review […]
November 4, 2025
Looking for guidance on which industry events will truly move the needle for your financial planning/investment advisory firm next year? The Kitces.com team has released its […]
November 4, 2025
RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced a strategic partnership with Syntax Data (“Syntax”), a […]