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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Smarsh to Acquire Entreda

May 21, 2020

The deal will bring information security and cybersecurity expertise to a leader in communications compliance technology.

The Real-World Benefits of the LPL-AdvicePay Deal

May 20, 2020

One advisory firm is already seeing the efficiencies that come from the agreement between fee-payment-processing firm AdvicePay and LPL.

May 19, 2020

Raisin will initially build out its own network of U.S. bank partners, but advisors and other intermediaries could soon follow.

FIDx Partners With RetireOne

May 19, 2020

The move will help RIAs integrate insurance offerings into their existing investment and advice services.

Meet Plaid Exchange, Your New Account Aggregation Management Service

May 19, 2020

Seeing an opportunity to capitalize on aggregation demand, Plaid is trying to make it easier for financial institutions to join open data access networks.

Pacific Funds Added to Oranj Platform

May 18, 2020

It’s the latest active manager to make its funds available on the free- to low-cost platform.

SMArtX Adds COO, Seeks Enterprise Clients

May 15, 2020

The firm is hiring personnel with technological know-how as it focuses on adding enterprise business.

Stash Tops $1 Billion in Assets

May 15, 2020

Despite 2020 market turmoil, Stash passed a key AUM milestone.

The Perils of a ‘Frankenstein’ Tech Stack

May 15, 2020

A tech stack comprising disparate add-ons has its drawbacks, especially during periods of significant market disruption.

Riskalyze Fintech Report Card: April 2020

May 15, 2020

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

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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.