A tech stack comprising disparate add-ons has its drawbacks, especially during periods of significant market disruption.
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
Many acquisitions in 2020 have been all about technology. This one is no different.
iCapital improves its technology and development capabilities by buying Artivest.
Envestnet's latest earnings call reveals CEO Bill Crager's first major product launch: Envestnet Connect. Edmond Walters is involved.