September 26, 2019

Oranj Launches Real-Time Notifications on its Wealth Management Platform for Financial Advisors

Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline business and create a collaborative digital experience for their clients, today announced the launch […]
May 13, 2019

Industry Veterans Launch New Portfolio Rebalancing Software AdvisorPeak

Several industry veterans have joined together to form AdvisorPeak, a new portfolio trading and rebalancing platform focused on the wealth management industry. Damon Deru, founder and former […]
January 31, 2019

Timeline Unveils Comprehensive Withdrawal Rate Planning Software

London-based fintech firm, Timeline, has launched comprehensive software for illustrating sustainable withdrawal strategies. The second edition of the software, which is currently in beta, enables advisors to model […]
October 18, 2016

The Power of the eMoney/Fidelity Combination Begins to Reveal Itself

Fidelity recently announced the initial rollout of their new total advisor platform, beginning a multi-year effort that will continue through at least 2018.  The goal of […]
March 16, 2016

FINRA Issues a Report on Digital Advice

As digital investment advice platforms gain traction in the marketplace, it should come as no surprise that FINRA is taking a closer look at how these […]