Displaying 66 results
Voyant sweetens its wealth tech suite with new tools
The fintech provider has added features to support Social Security income planning, Roth conversions, and life insurance planning.
Behavioral finance meets AI with launch of new fintech platform
Partnership promises 'future of financial advice’ with digital assistant that helps to deepen advisors’ understanding of clients.
Firms and advisors need an alt-friendly tech solution
As alternative investments grow in popularity, firms and advisors will need tech that enables them to provide better service to clients exposed to such assets.
Nine-tenths of advisors feel underserved on tech
Orion survey finds just over half of advisors will invest more in client-facing technology, while three-tenths are looking at AI and machine learning.
Independent Financial Group deepens tech ties with Envestnet
The broker-dealer is ramping up support for its advisor affiliates with new lending, planning, and investment integrations.
Eaglebrook unveils new crypto SMA partnership
The crypto investment platform for RIAs is offering its SMA capabilities through a Colorado-based independent wealth firm.
Tech provider Vanilla unveils estate planning scenarios tool
The platform’s latest offering lets advisors clearly visualize the potential tax impact of GRATs, SLATs, and other planning strategies.
Apex soups up tech offering with AdvisorArch acquisition
The deal promises enhancements to its RIA custody and execution platform, including industry-leading direct indexing and automated rebalancing.
Advyzon eyes next leg of growth with executive hires
The fintech’s new leaders includes a former head of third-party integration at Schwab Advisor Services.
SmartAsset woos growth-focused advisors with new platform
Fintech’s subscription-based service promises ‘all-inclusive client engagement,’ including referrals and automated calls and texts.
Tech team-up aims to ease payment pain for advisors
Fintech firm co-founded by Michael Kitces strikes partnership to streamline workflow for fee-based financial planners.
Envestnet sees Q4 bump with surge in nonrecurring revenue
The company’s annual revenue was virtually unchanged from 2022 even as it faced challenges from ballooning operating expenses.
Nitrogen revamps enterprise fintech suite
The wealth technology provider unveils upgrades for advisors and firms, including a proprietary Won With Nitrogen asset growth metric.
‘Sobering’ report shows increasing reach of fintech over traditional firms
About a quarter of Americans have tried a tech-based savings or investing service, and companies with scale are getting the most business, a report from Hearts & Wallets finds.
Can generative AI help advisors with personalization?
New survey unveils challenges in client engagement, and the potential advantages of cutting-edge technology.
iCapital expand advisors’ access to alternatives platform
Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.
5-Star Financial Planning Software and 5-Star CRM Platforms ending soon
Search for the best financial planning software and CRM platform ends this Friday.
Philanthropy fintech teams up with values-based wealth firm
Partnership will allow faith-based advisors to offer clients custom DAF solutions and engage in comprehensive charitable giving.
Tifin AMP answers asset managers’ data challenges with new AI platform
Latest fintech solution brings together AI and data fabric capabilities to mine insights from multiple information sources.
Blending tech expertise with passion for financial planning
Mike Zung, of Java Wealth Planning, says being an outsider in finance has been more of an advantage than a challenge.
