Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Vise Raises $45M in Series B, Adds Second Sequoia Board Member

Dec 16, 2020

Vise has raised more than $60 million in funding this year, as it builds its team and begins adding clients.

Robinhood Accused of ‘Gamification’ by Massachusetts Regulator

Dec 16, 2020

Robinhood exposed Massachusetts investors to “unnecessary trading risks” by “falling far short of the fiduciary standard,” according to a complaint from the office of Secretary of the Commonwealth William Galvin.

Digital Assets Playbook: Bitcoin

Dec 15, 2020

How to answer the five key questions your clients have on bitcoin.

RightCapital Integrates With LPL's ClientWorks Platform

Dec 15, 2020

Previously listed on the IBD's preferred vendor list, RightCapital now joins other planning tools available through the LPL platform.

With Advisor-Focused Robo, Franklin Templeton Enters New Territory

Dec 14, 2020

The asset manager is launching Tango, a white-label robo combining its IP with parts and components from multiple partners.

Bitcoin's Climb Divides Technologists, Institutions

Dec 14, 2020

Israel's 'startup king' said cryptocurrencies are a gateway to 'the dark economy,' even while a legacy insurer buys $100 million in bitcoin.

Envestnet and Vestwell Are Teaming Up

Dec 11, 2020

Envestnet and Vestwell are partnering to provide support, record-keeping and administrative services to advisors working with retirement plans.

Financial Wellness and Advice App Cleo Nets $44M in Series B

Dec 10, 2020

Cleo is aiming to be the go-to financial advisor for a billion people around the world.

Wealthies Circle Podcast: Managing Financial Risk With Riskalyze

Dec 10, 2020

Riskalyze CEO Aaron Klein introduces the firm’s digital technology designed to help financial advisors and their clients manage risk.

PreciseFP Integrates With AdvicePay

Dec 09, 2020

The bidirectional integrations make setting up clients on AdvicePay simple for advisors using PreciseFP.

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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.