Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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UBS Creates Artificial Intelligence Team in Effort to Digitize

Oct 12, 2021

The AI and analytics team will be responsible for managing data, establishing best practice, and avoiding duplication of data analysis efforts across the bank’s four divisions.

Advyzon Adds Integration for Managing Held-Away Assets

Oct 08, 2021

Advyzon has been on a development spree of late. It's now added an integration with FeeX for managing held-away assets.

U.S. CEO of Crypto-Focused Broker Has Regulation on Her Mind

Oct 08, 2021

Currently, eToro offers U.S. investors only cryptocurrency products, but it plans to add equities by year-end.

Navigating Digital Asset Compliance: Advice for Advisors

Oct 07, 2021

Independent RIA owners have greater latitude in recommending digital assets than employees of financial institutions, according to attorney Max Schatzow during a presentation at CoinDesk’s annual Bitcoin for Advisors event.

Kitces on Crypto

Oct 07, 2021

At this year's Bitcoin for Advisors conference, Michael Kitces and a number of other panelists and speakers addressed the quickly evolving crypto environment for advisors.

Refinitiv Launches Wealth Practice 360

Oct 06, 2021

The new offering combines client data from multiple sources, including a firm’s CRM, social media and the markets.

Wealthies Circle Podcast: Tony Leal on the Past, Present and Future of Financial Planning

Oct 06, 2021

Envestnet MoneyGuide President Tony Leal discusses how 'embedded finance' will push the concept of financial planning far wider in the future—bringing both competition, and opportunity, to financial advisors.

Q&A With Daffy’s Adam Nash

Oct 04, 2021

Who got their fintech in my philanthropy?

Riskalyze Announces Home Office Intel Tool And Overhauls Software

Oct 01, 2021

Riskalyze went forward with its live, hybrid conference, debuting a new home office tool and improved software functionality.

Merrill Lynch Rolls Out MAX, Docupace Acquires PreciseFP, and benjamin Gets Schwab Alerts

Sep 30, 2021

Thundering Herd advisors have a sophisticated new mobile app, while Docupace acquires onboarding application PreciseFP and other news.

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.