Technology

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

The new set of features allows firms much more flexibility in customizing disclosures based on their own needs.

Three factors on which planners need to focus.

Now that Envestnet owns a powerful financial planning product, it is integrating portals like Credit Exchange into its technology.

The CRM provider completed an integration previously in beta and is improving its data security following a breach earlier this year.

CFRA clients will soon have access to First Bridge Data's database on ETF constituent holdings data and data visualization tools.

Not even flashy robos are immune to the Fed's decisions.

The changes will affect templates, permissions and signature workflows.

The wirehouse has partnered with BizEquity so its advisors can provide valuation services to business owner clients.

There's been limited appeal to RBC's robo advisor, RBC InvestEase, so far in Canada.