Klein, who stepped down as CEO of Nitrogen in November, will serve as a strategic advisor for Fynancial, a new 'Social Financial Platform.'
The interactive tool gives clients a "visualization" of their financial lives on one page, and now doesn't require advisors subscribe to the larger Income Lab platform.
Apex, long known as a master of API integrations, has built a fast, modern user interface for advisors called Astra.
The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.
Global demand for cryptocurrency investment products eased last week, with funds seeing $21 million in outflow.
Unveiling the dynamics between customization and universal solutions.
Yieldstreet has been helping hundreds of thousands of investors get access to a wide range of alternative investments for several years. The deal with Luma is "our first big push into the RIA channel," its CEO says.
Mike Esson, chief information security officer of $6 billion AUM Plancorp, seeks an edge through the latest technology but always weighs it against data security.
Able to create personalized portfolios in minutes, the SaaS platform has attracted funding in a venture capital round led by ETFS Capital.