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.
Axiom RIA, an investment platform available to Geneos' 300 advisors, and Fidelity are adding Potomac Fund Management’s tactical model portfolios to their platforms.
The end-of-year offer is meant to highlight the firm's automated rebalancing solution and hopefully sell advisors on the platform's many other features.