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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"Money in Motion" will offer advisors the chance to track inflows and outflows, and set their own designed benchmarks for performance, according to the clearing and custody provider.
The news comes during a year in which the technology platform provider announced several partnerships and integrations, including with Focus Financial and First Rate.
These nine men and women represent the best chief marketing officers and chief technology officers at technology firms that support financial advisors.
