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.
The firm has launched a single-signature feature for clients, as well as simplified billing, and integrated workflows introduced for financial advisors.
MarketPlace will provide advisors with links to approved products and services, such as Goldman’s robo, as Goldman Sachs Asset Management’s Rachel Schnoll takes over leadership of the FinLife CX platform.
Going by the shortened name of Cy, the new offering purports to combine the human and algorithmic in its investment mojo, though not in the conventional sense.
