Segment clients by risk metric and create a marketing campaign specifically for them? Say no more, say Twenty Over Ten and Riskalyze.

A roundup of tech tidbits advisors might miss on their own.

Following Plaid's planned acquisition by Visa, a former Quovo employee is setting out to build student loan fintech.

The bank can benefit from the group of female tech wizards who make the online brokerage work.

A consultant’s on-the-ground roundup of the scene at the T3 technology conference in San Diego, day two.

A year after announcing a surprise joint venture, Edmond Walter's secretive Apprise Labs is gearing up for broad market launch this spring.

Long thought of as a platform for large firms, Addepar is building tools to help firms of varying sizes or with multiple internal teams.

Motive Partners and Fiserv's Investment Services business is now called Tegra118, referencing the 118 chemical elements found on Earth.

Popular proposal generation tool can now seamlessly share data with the firm's new account opening tool.

SoFi members will receive free access to Edmit Plus, which provides data-driven recommendations on college affordability.