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.
SS&C Technologies Holdings, the company behind the Black Diamond platform, and DPL Financial Partners are partnering to provide advisors with a fee-only insurance solution early next year.
The 'most professional social media platform' is adding visual stories and integrating with video call providers. Here's how advisors might capitalize.