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

WealthStack Roundup: Pete Hess Joins PureFacts as President

Nov 01, 2024

The former Advent CEO will run day-to-day operations at PureFacts and new integrations at Flourish and MaxMyInterest.

The Word on WealthTech for November 2024

Nov 01, 2024

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of...

Startup Simplisure Launches Digital Platform for Buying Term Life Insurance

Oct 31, 2024

Meant for non-licensed advisors, the new platform generates carrier-agnostic quotes and provides a digital...

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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.