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.
With its new Investor Experience Platform, the startup, which also announced the raise of $2.2 million in capital, hopes to serve as a review hub for advisors.
Advisors are increasingly adopting specialized programs that offer more flexible scenario analysis and can perform more complex planning for optimization of benefits.
Financial advisors—not tech vendors, not consultants, not office managers—often have a better idea of how technology can best help them and their clients. Here, a selection of working advisors on wealth management technology in the near—and...