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 technology news subscribe to our free weekly WealthStack e-newsletter. Join today.

Highlights

Kartik Srinivasan, president of Advyzon Institutional

Advyzon To Rollout New Platform For UHNW Clients

Nov 19, 2024

Auria will combine portfolio management, performance reporting, CRM and other tools.

Estate Planning Services Are Becoming Table Stakes

Nov 19, 2024

Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time...

Robinhood to Acquire $40B AUA TradePMR

Nov 19, 2024

The deal marks Robinhood’s move into wealth management. The firm says it wants to connect its investors with...

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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 technology news subscribe to our free weekly WealthStack 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 technology news subscribe to our free weekly WealthStack e-newsletter. Join today.