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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Besides providing a compliance-friendly means for deploying advisor-created content, Lead Pilot ranks clients based on their interaction with marketing materials.
The robo advisor wants to help investors of all ages manage their debt. Is it a sign of something larger, now that the investment manager is owned by Capital One?
Schwab issues pledge to advisors that the custodian technology post TDAI acquisition will be 'open architecture' and will include 'a rapidly growing network of third-party providers.' But it won't be called Veo One.
