Buckler, a premier provider of Cyber Program Management Solutions for the financial services industry, has announced the appointment of Scott Smith as its new Chief Executive Officer (CEO) […]
The acquisition enhances iCapital’s operating system and data management capabilities and expands its solutions for the wealth management industry. iCapital, an alternative investment marketplace for the […]
Creating, funding and implementing a financial plan and related investment strategies are all connected within one platform, unifying the advisor and client experience AdvisorEngine has released […]
Strategic acquisition of SKY empowers F2 Strategy to enrich its solutions for financial services firms F2 Strategy (“F2”), a wealth management technology services company, has announced the […]
The new features help eMoney advisors capture AdvicePay’s planning invoices directly in the client’s eMoney vault. AdvicePay, a platform for processing payments and overseeing compliance of […]
Partnership will provide a seamless way for advisors to add video to their FMG websites Idea Decanter, a video marketing agency that helps financial advisors write, […]
Advyzon announced two new additions to the executive team, Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales. These hires […]
Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference […]
Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference […]
Award-winning fintech platform Advyzon announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions. The collaboration was announced during the inaugural Advyzon Conference, […]