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AssetMap teams up with tax-planning tech firm Holistiplan
New data integration and direct linking to tax analysis results will allow more holistic planning conversations for advisor users.
Fintech Bytes: Raymond James, Wells Fargo and Orion
Plus, Holistiplan goes to college, AIMR Analytics releases advisor comparison tool, and GW&K selects PureFacts.
Edelman Financial Engines focuses on tax planning
Last year, the firm acquired Viridian Advisors, which specializes in comprehensive financial planning and tax planning.
Fintech Bytes: SEI partners with Holistiplan, IAA launches tech firm
The adviser world returned from the July 4 holiday ready to spend some money on technology.
