Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

SIFMA and others took part in the Quantum Dawn V exercise this week; here’s how it went.

The firm has launched a single-signature feature for clients, as well as simplified billing, and integrated workflows introduced for financial advisors.

Together, the two firms should provide an advisor the necessary analytics and insights to effectively and more efficiently mitigate risk.

FIDx forms a strategic partnership with AIG Life & Retirement.

In plotting the demise of forms, Schwab is going beyond digitized paper and into fully digital processes.

MarketPlace will provide advisors with links to approved products and services, such as Goldman’s robo, as Goldman Sachs Asset Management’s Rachel Schnoll takes over leadership of the FinLife CX platform.

Envestnet is bringing together portfolio management, financial planning and data aggregation in its latest move.

YCharts and Schwab have been working together for years, but now advisors who custody with Schwab will have a single sign-on.

Going by the shortened name of Cy, the new offering purports to combine the human and algorithmic in its investment mojo, though not in the conventional sense.