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 technology news subscribe to our free weekly WealthStack e-newsletter. Join today.

Highlights

Former Envestnet Executive Joins Orion To Lead Strategy

Dec 05, 2024

Longtime industry analyst Chris Shutler joins Orion after a stint at Envestnet in a similar role.

Orion office wealthtech fintech alternative investments partnership with CAIS

Voya Partners with Orion on New Tech Platform

Dec 05, 2024

The system will support Voya Financial Advisors with account opening, financial planning and collaboration...

Allison Warner, CMO of Beacon Pointe Advisors RIA Edge West referral marketing

Referral Marketing Redefined: How Firms Are Optimizing for Organic Growth

Dec 04, 2024

Allison Warner, CMO of Beacon Pointe Advisors, explores the evolving trends in referral marketing and organic...

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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 technology news subscribe to our free weekly WealthStack 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 technology news subscribe to our free weekly WealthStack e-newsletter. Join today.