November 5, 2019

Benjamin Announces Integration with Orion

Benjamin™, an A.I. technology for financial advisors, announced an exciting new integration with fintech company Orion Advisor Technology, LLC. This new integration promises to deliver an […]
October 22, 2019

Timeline Retirement Income Software Integrates with SS&C’s Black Diamond® Wealth Platform to Power Robust Retirement Plans

Timelineapp Tech Limited today announced the integration of Timeline, its retirement income software, with SS&C’s Black Diamond® Wealth Platform. The integration enables Timeline users to efficiently import […]
November 7, 2016

BNY Mellon’s Albridge Develops Integrated Technology to Help its Clients Adapt to Unprecedented Change

Albridge, an affiliate of Pershing LLC, a BNY Mellon company, has unveiled its strategy to introduce enhanced solutions designed to help broker/dealers, financial advisors and RIAs […]
September 28, 2016

Use Your Tech Tools To Codify Consistency

Is your office consistent in terms of how it goes about handling the client onboarding process? In how it goes about managing and meeting client expectations? […]
August 23, 2016

Streamlining the Client Onboarding Process

Technology in every industry has been slowly moving to the digital sphere, and the move to digital has made many tasks a lot easier. Take watching […]
June 17, 2016

Modern Technology Enables Easier Accounting for Jointly Owned Accounts, Trusts & LPs

“Integrated” and “transparent” are common buzzwords associated with today’s wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as […]
April 21, 2016

Prepare As If You’re Going to Succeed Brilliantly: A Lesson from The Martian

“Man, the book was so much better than the movie!” You’ve heard it before or, if you’re a big reader, you’ve possibly uttered it yourself. I […]
April 18, 2016

A Match Made in Heaven: Advizr and Riskalyze Integrate

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 […]
January 20, 2016

Strange Bedfellow?

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 […]