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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Future Planning: 5 Trends for Planning FinTech’s Next 5 Years

Sep 11, 2020

Technology is only going to play a larger role in the success of financial advisory firms in the coming years. By F2 Strategy Research

Docupace Appoints New CMO

Sep 10, 2020

The digital operations software developer is adding Ryan George to its C-suite, as the firm's new chief marketing officer.

SEI Wealth Platform Adds Integration With RIA in a Box

Sep 10, 2020

With a number of new compliance measures hitting this year, SEI Wealth Platform is adding an integration with RIA in a Box.

M1 Finance Doubles Assets in Six Months

Sep 10, 2020

The fintech platform surpassed $2 billion in AUM, after hitting the $1 billion threshold in February.

Cambridge Hires API Consultants From INVENT to Redesign Tech

Sep 10, 2020

The independent broker/dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich's fintech upstart, INVENT.

Tech Decisions for 2021 Start to Add Up

Sep 09, 2020

'To spend or not to spend?' That will be the question asked by all advisors looking at their 2021 tech budgets.

Ten to Watch in 2021: Carter Malloy

Sep 09, 2020

Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company.

Ten to Watch in 2021: Runik Mehrotra

Sep 09, 2020

Runik Mehrotra and Vise co-founder Samir Vasavada see huge potential in building better investment management technology for advisors.

Ten to Watch in 2021: Yang Xu

Sep 09, 2020

Yang Xu's TradingFront was built, at least for now, to serve the needs of small to midsize RIA firms and breakaways looking to set up shop.

How to Avoid the 'Not Invented Here' Syndrome

Sep 09, 2020

Be open-minded about new ideas and solutions from beyond your office and professional network.

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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.