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.
Innovayte, headed by Catherine “Cat” Davies, will seek to work with “entrepreneurial” independent RIAs and broker/dealers with between $100 million and $800 million in AUM.
Technology should not be viewed as a replacement for advisors, but a tool that enhances their capabilities, says Fidelity's director of digital planning.
Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.
The firm’s proprietary Relationship Quality Index combines multiple metrics, based on a 14-question survey, to measure the quality of client relationships.