Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, announced a collaboration with Advizr, a provider of next-generation profiling, advisory […]
Advizr, a financial planning technology platform, announced that the company has received a $7 million investment via Series A funding. Led by Franklin Templeton, the investment […]
SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, recently announced expanded capabilities of its Black Diamond® wealth platform, including enhanced […]
Announces Five New Additions to Advizr Financial Planning Platform Including the Interactive Smart Model that Accelerates Advice Delivery and Scalability Advizr, FPPad’s 2015 Best Client Facing Technology winner and recent […]
Enabling financial advisers to offer powerful and simplified technologies that deliver highly robust solutions to clients is of paramount importance across the independent financial planning, investment […]