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Wealthies Circle Digital Forums Technology
WealthTech
Industry Execs Talk About A Crazy Year In Advisor TechIndustry Execs Talk About A Crazy Year In Advisor Tech

Panelists participating in the annual WealthManagement.com Technology Forums described the acceleration and adoption they've seen in a year unlike any other.

bySamuel Steinberger, Senior Technology Editor
Oct 14, 2020
|
1 Min Read
m1-finance-office.jpg
WealthTech
M1 Finance Closes $45M Series C RoundM1 Finance Closes $45M Series C Round
bySamuel Steinberger
Oct 14, 2020
1 Min Read
multiple computer screens
WealthTech
Identify Your Ideal Client Before You Determine Your Tech StackIdentify Your Ideal Client Before You Determine Your Tech Stack
byMatt Sonnen
Oct 13, 2020
1 Min Read
Minerva Tantoco
WealthTech
DriveWealth Adds Its First Chief Technology OfficerDriveWealth Adds Its First Chief Technology Officer
bySamuel Steinberger
Oct 13, 2020
1 Min Read
kitces-xypnlive-2020.png
WealthTech
XYPN Reevaluates Custodian, Builds New TechXYPN Reevaluates Custodian, Builds New Tech
bySamuel Steinberger
Oct 12, 2020
1 Min Read
northwestern mutual
WealthTech
Northwestern Mutual to Host Women in Tech ConferenceNorthwestern Mutual to Host Women in Tech Conference
bySamuel Steinberger
Oct 12, 2020
1 Min Read
Oranj CEO David Lyon
WealthTech
Oranj Adds Investment Reporting
Oranj Adds Investment Reporting
Oct 9, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
ycharts-ipad.png
WealthTech
YCharts Acquired by PE Firm LLR Partners
YCharts Acquired by PE Firm LLR Partners
Oct 9, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
digital city rendering
WealthTech
Established Proptech Players Continued to Amass Funds in the Second Quarter
Established Proptech Players Continued to Amass Funds in the Second Quarter
Oct 8, 2020
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1 Min Read
bySebastian Obando, Staff Writer
Wealthies-Circle-Podcast-Promo.jpg
WealthTech
Wealthies Circle Podcast: Simplify Your Life With TradingFront
Wealthies Circle Podcast: Simplify Your Life With TradingFront
Oct 8, 2020
byWealthManagement.com Staff
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Sponsored Content
Laserfiche Vault: An Award-Winning Solution for Meeting the Compliance Requirements of SEC Rule 17a-4
Laserfiche Vault: An Award-Winning Solution for Meeting the Compliance Requirements of SEC Rule 17a-4
Oct 7, 2020
|
1 Min Read
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WealthTech
Bank of America's New Mobile Planning Tool to Drive More Customers to Edge Platform
Bank of America's New Mobile Planning Tool to Drive More Customers to Edge Platform
Oct 7, 2020
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1 Min Read
byErick Bergquist
bernie-clark-schwab.jpg
WealthTech
'We Are One Firm.' Schwab Plans for Single Technology Platform
'We Are One Firm.' Schwab Plans for Single Technology Platform
Oct 6, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
fintech-report-card-promo.jpg
WealthTech
Riskalyze Fintech Report Card: September 2020
Riskalyze Fintech Report Card: September 2020
Oct 1, 2020
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1 Min Read
byAaron Klein
office workers facemasks
WealthTech
Three Office Landlords Discuss Technologies They’ve Implemented to Protect Tenants from COVID-19
Three Office Landlords Discuss Technologies They’ve Implemented to Protect Tenants from COVID-19
Oct 1, 2020
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1 Min Read
byPatricia Kirk, Contributing writer
Wealthies-Circle-Podcast-Promo.jpg
WealthTech
Wealthies Circle Podcast: How Just Invest Makes a Unique Portfolio for Every Client
Wealthies Circle Podcast: How Just Invest Makes a Unique Portfolio for Every Client
Sep 30, 2020
byWealthManagement.com Staff
SS&C Advent Conference
WealthTech
SS&C Advent, DPL Team Up to Build Insurance Marketplace
SS&C Advent, DPL Team Up to Build Insurance Marketplace
Sep 30, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Facet Wealth CEO Anders Jones
WealthTech
Facet Wealth Raises $25M, Launches Employer-Focused Financial 'Coaching'
Facet Wealth Raises $25M, Launches Employer-Focused Financial 'Coaching'
Sep 29, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
digital dollar sign
WealthTech
Seismic Lands $92M In Funding
Seismic Lands $92M In Funding
Sep 29, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Envestnet
RIA
Envestnet Adds Another CIO
Envestnet Adds Another CIO
Sep 29, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
businessperson digital city
WealthTech
NREI's Common Area: The State of Tech Talent Markets
NREI's Common Area: The State of Tech Talent Markets
Sep 29, 2020
byJohn Smith
stock prices green arrows
Equities
Every Day-Trader Dollar Is Worth Five in a New Theory on Stocks
Every Day-Trader Dollar Is Worth Five in a New Theory on Stocks
Sep 28, 2020
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1 Min Read
bySam Potter
linkedin-login-screen.jpg
Marketing
LinkedIn Is Getting Video Stories. What Will That Mean for Advisors?
LinkedIn Is Getting Video Stories. What Will That Mean for Advisors?
Sep 25, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
vise-computer-portfolio.jpg
RIA
Vise Fills Out Leadership Team, Advisory Board
Vise Fills Out Leadership Team, Advisory Board
Sep 24, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
addepar-office-sign.jpg
WealthTech
Addepar Launches Investor Sentiment Index
Addepar Launches Investor Sentiment Index
Sep 24, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
nextcapital
WealthTech
NextCapital Raises Another $30 Million
NextCapital Raises Another $30 Million
Sep 23, 2020
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1 Min Read
byWealthManagement.com Staff
computer-graphs.jpg
WealthTech
How Financial Advisors Can Meet Client Demands Now and in the Future
How Financial Advisors Can Meet Client Demands Now and in the Future
Sep 23, 2020
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1 Min Read
byMatt Swain
office-space
WealthTech
Tech Giants’ Projected Headcount Growth Means They Won’t Be Giving Up on Office Space
Tech Giants’ Projected Headcount Growth Means They Won’t Be Giving Up on Office Space
Sep 22, 2020
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1 Min Read
byPatricia Kirk, Contributing writer
yieldx-assetexplorer.png
WealthTech
Fresh Off $10M In Fundraising, Fixed Income Fintech YieldX Debuts
Fresh Off $10M In Fundraising, Fixed Income Fintech YieldX Debuts
Sep 21, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Wealth Enhancement Group
WealthTech
Wealth Enhancement Group Seeks to Compete With Top Aggregators Through Tech
Wealth Enhancement Group Seeks to Compete With Top Aggregators Through Tech
Sep 21, 2020
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1 Min Read
byErick Bergquist
Envestnet Tamarac
WealthTech
Envestnet Adds White-Label Cash Management Accounts to Tamarac
Envestnet Adds White-Label Cash Management Accounts to Tamarac
Sep 18, 2020
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1 Min Read
byAsia Martin, Reporter
ycharts-ipad.png
WealthTech
YCharts Unlocks SMA Data
YCharts Unlocks SMA Data
Sep 17, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
New CircleBlack CEO Alex Sauickie
WealthTech
Q&A: New CircleBlack CEO Alex Sauickie Lays Out Vision for Mobile Development
Q&A: New CircleBlack CEO Alex Sauickie Lays Out Vision for Mobile Development
Sep 16, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
tablet rendering building
WealthTech
Virtual Tours Can Let Prospective Tenants Narrow Down Their Choices. Here’s What They May Be Looking For
Virtual Tours Can Let Prospective Tenants Narrow Down Their Choices. Here’s What They May Be Looking For
Sep 16, 2020
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1 Min Read
bySebastian Obando, Staff Writer
computer-stock-data.jpg
WealthTech
Tegra118, Wealth Access Partner in Bid to Show All Client Data on One Screen
Tegra118, Wealth Access Partner in Bid to Show All Client Data on One Screen
Sep 15, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor

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