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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Snappy Kraken's Robert Sofia uncovers valuable practices that advisors can automate and why he believes we’re close to a time when spending hours on a financial plan will be obsolete.
Long associated with stress testing, HiddenLevers built and launched cash flow– and goals-based financial planning just months after taking on the project.
The online brokerage that’s suffered repeated outages during recent market turmoil, is close to raising new funding at a valuation of about $8 billion, according to people familiar with the matter.