Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more FinTech news subscribe to our free weekly Fintech e-newsletter. Join today.

Highlights

Aiming To Boost Fee-For-Service Models, AdvicePay Optimizes Workflows

Sep 17, 2021

What started as an automated payments platform is evolving into a sophisticated workflow automation tool to support large organizations.

How Advisors Can Integrate Cryptocurrencies into Client Portfolios

Sep 17, 2021

Approaching the challenges of cryptocurrency with a disciplined mindset, considering all impacts, will lead to...

Exclusive: Vestmark Names Mike Blundin New CEO as It Doubles Down on Direct Indexing

Sep 17, 2021

Former CEO John Lunny will serve as vice chairman of Vestmark’s board of directors, as the fintech company...

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Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more. For more FinTech news subscribe to our free weekly Fintech e-newsletter. Join today.

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more FinTech news subscribe to our free weekly Fintech e-newsletter. Join today.