Displaying 11 results
Estate tech provider wealth.com launches family office suite
The digital estate planning firm has also tapped a Commonwealth Financial veteran to help strengthen its HNW and UHNW planning offerings.
Canadian fintech Conquest boosts AI-powered financial planning platform
The wealth tech firm’s updates will help advisors on the Pershing X platform gain deeper insights and navigate plans more easily.
Advisor360 sets up next growth phase with ex-Merrill Lynch leader
The veteran hire will spearhead the wealth tech firm’s efforts to find expansion opportunities in a newly created role.
Broadridge targets the “advisor distribution riddle” in latest acquisition
The global fintech provider has snapped up an advisor intent data provider to help asset managers sharpen their digital marketing.
Orion taps fintech vet Ron Pruitt as new president
The industry veteran brings an extensive wealth of experience built up over 25 years, including a key executive position at Envestnet.
Tech tie-up aims to streamline wealth management data challenges
Surge Ventures is launching a new industry-focused data integration platform.
When does proprietary tech make sense for RIAs?
Joint research by F2 Strategy and Dynasty Financial explores trade-offs between in-house, all-in-one solutions, or custodial-dependent models
SEI launches multicustody capability for US wealth platform
The latest upgrade to platform gives an integrated view of clients’ financial picture, including held-away assets.
Orion beefs up tech shelf with new BeFi tool
Fintech unveils new tools focused on behavioral finance, estate planning and client trading oversight.
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.
Your website may be great, but investors want an app, says JD Power
Digital channels are increasingly important for successful wealth managers.
