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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Smarsh Launches Latest Generation of Its Communications Intelligence Platform

Nov 11, 2021

The firm also announced two new acquisitions in recent weeks.

The WealthStack Podcast: Why Embedded Finance is a Game-Changer for Financial Advice

Nov 10, 2021

In this episode of the WealthStack podcast, Mark Bruno talks with Dani Fava, head of strategic development at Envestnet, about the future of advice - and importantly, how more financial services companies will directly integrate with consumer...

Hurdles on the Horizon: New Crypto Regulation

Nov 10, 2021

Both the infrastructure bill and positioning of the SEC mark milestones that will alter the digital asset landscape.

XYPN Co-Founders Discuss Technology, Virtual Assistants and Community

Nov 09, 2021

The network continues to grow and plans to bolster planning-centric members with technology as well as human support.

Why Digital Assets Require Active Management

Nov 09, 2021

Thoughtful active management can help provide real value in nascent, rapidly evolving markets, like digital assets.

Vestwell to Acquire Sumday; Tolerisk Partners With FinMason; Plus a Robo Revamp

Nov 05, 2021

Vestwell takes on $20 billion in workplace assets in its acquisition, while one of the last independent risk providers makes an integration and a bank robo gets a refresh.

Simon Markets, +Subscribe Partner to Give Advisors a 'Buy' Button for Alt Investments

Nov 04, 2021

The firms provide independent advisors another route to transacting and managing alternative investments.

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Advisors Deserve Wealth Management CRM

Nov 15, 2021

Improve the advisor experience with wealth management CRM.

Wealthies Circle Podcast: The Future of Technology Is Now with Jack Swift

Nov 04, 2021

TIFIN President Jack Swift dives into how the firm's nine business units use machine learning, natural language processing, semantic search and other technologies to provide personalization to financial advisors and their clients.

Modern TAMP GeoWealth Lands $19 Million Series B

Nov 04, 2021

The 'technology firm in the shape of a TAMP' intends to use the capital to expand its engineering and distribution capabilities.

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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.